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The Town with Matthew Belloni
Is There a Netflix Bubble?
Jan 27, 2025
Lucas Shaw, a Bloomberg reporter specializing in media and entertainment, joins to analyze Netflix's impressive growth, highlighting the addition of 19 million subscribers and a soaring stock price. They discuss Netflix's challenges and potential future strategies, including expanding franchise development and live events. The conversation also covers the fierce competition in streaming and Netflix's innovative approaches to ad revenue and content production, emphasizing how it navigates a rapidly changing landscape.
33:27
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Quick takeaways
- Netflix's impressive addition of 19 million subscribers showcases remarkable recovery and investor confidence despite concerns over sustainable future growth.
- The company's increased content budget to $18 billion aims to enhance viewer engagement and competitiveness amidst a challenging advertising landscape.
Deep dives
Netflix's Remarkable Subscriber Growth
Netflix has reported an impressive earnings quarter, adding 19 million new subscribers, bringing its total to 301 million worldwide. This growth marks the biggest quarterly increase the company has ever seen, significantly outpacing its previous records, even during the pandemic. Analysts have expressed optimism about Netflix's potential for sustainable growth, raising their price targets and asserting that the stock remains undervalued despite the high price-to-earnings ratio of 48. The turnaround from the Netflix correction of 2022, where the stock price dipped below $200, to almost $1,000 signifies a remarkable recovery in investor confidence.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode