After Hours

Betting on Netflix, Co-CEOs and India

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Apr 26, 2023
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INSIGHT

Netflix's Rollercoaster

  • Netflix's market cap has seen extreme volatility, dropping 75% and then rebounding 80%.
  • This volatility reflects uncertainty about their long-term profitability and competition.
INSIGHT

Netflix's Transformation

  • Netflix is becoming like a traditional television company, with slow growth but high profitability.
  • A key difference is Netflix's global reach, blending domestic and international hits.
INSIGHT

Global Experimentation

  • Netflix leverages global markets as testing grounds for operational changes like pricing and password sharing.
  • This experimentation allows for data-driven decision-making and efficient rollout of new strategies.
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