

Netflix Crushes Subscriber Estimates: Reaction and Analysis
Apr 18, 2024
Bloomberg analysts discuss Netflix's surprising subscriber growth, revenue strategies, advertising potential, and content creation vs. licensing. They explore the future of streaming services, sports programming, and investor considerations in light of the impressive earnings report.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Netflix's Subscriber Growth and Reporting Changes
02:00 • 5min
Analysis of Netflix's Advertising Strategy and Audience Measurement
06:43 • 2min
Analysis of Content Strategy and Sports Programming
08:38 • 2min
Unpacking the Future of Streaming Services
10:19 • 11min
Analysis of Roku's Content Sign-in Process and Investor Considerations on Netflix
21:12 • 2min