The Town with Matthew Belloni Can Netflix Become a Trillion-Dollar Company?
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Apr 23, 2025 
Rich Greenfield, a LightShed media analyst and longtime Netflix bull, joins to delve into Netflix's ambitious future. They discuss its current valuation of $450 billion and the challenges it faces in reaching 410 million subscribers. The conversation highlights Netflix's strategy shifts in content investment and the advertising sector. Key growth opportunities in gaming and user-generated content are examined, alongside the evolving competition in streaming. The talk wraps up with insight into the newly modified Oscar voting process and its implications for accountability in film.
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Netflix’s Ambitious Growth Plan
- Netflix aims to double its valuation to a trillion dollars by 2030 with 410 million worldwide subscribers.
- The U.S. and Canadian markets are saturated; growth will rely heavily on Asia and advertising revenue expansion.
Global Content and Asia Focus
- Netflix’s growth potential lies in massive content investment across 50 countries to capture global time spent.
- Asia, especially India, is critical despite current challenges and low subscriber numbers there.
Advertising Enables Market Penetration
- Ad-supported models enable penetration in price-sensitive developing markets that have less willingness to pay.
- Revenue growth and profitability, driven by pricing power and ads, matter more to Wall Street than subscriber counts.