

Netflix Adds 9.33 Million Customers, Crushing Street Forecasts
Apr 18, 2024
Bloomberg Businessweek podcast features Paul Sweeney, Redd Brown, Geetha Ranganathan, and Lynn Doan discussing Netflix's record customer growth, TSMC's chip market outlook, US housing market challenges, and the Fed's struggle with rental inflation.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
Netflix's Strategic Shift
01:34 • 6min
Netflix's Strategic Shift: From Growth to Profitability
07:32 • 14min
Roku Friction and Investor Interest in Netflix
21:32 • 3min
Navigating the Chip Industry's Turbulent Waters
24:48 • 3min
Exploring AI Demand, NVIDIA's Challenges, and Chip Sector Advances
28:12 • 3min
US Housing Market Trends and Challenges
31:34 • 8min
Climate change impact on real estate and development challenges
39:15 • 2min
Navigating Rental Inflation and Its Impact on Housing Market Dynamics
40:53 • 5min
Analysis of Inflation and Rental Numbers
46:05 • 2min
Navigating the Economic Landscape
47:52 • 8min
Discussion on Cell Phones, Utilities, and Investing Sectors
55:58 • 2min