

Netflix Stock and The End of The Streaming Wars (Ticker: NFLX)
Jan 31, 2024
"Chit Chat Stocks" welcomes Alex Morris from the TSOH Investing Research Service and Francisco Olivera from Arevilo Capital Management. They discuss Netflix's Q4 earnings, their entry into sports entertainment with the WWE deal, the implications of the password-sharing crackdown and new advertising tier, video game goals, and the stock's valuation today. Find their work on Twitter.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Netflix's Position in the Streaming Market
02:12 • 25min
Ad Formats and Building a New Ad Business
27:37 • 22min
Netflix's Expansion into the Gaming Industry
49:45 • 10min
Valuation, Growth Potential, and Acquisitions
59:45 • 5min
The Valuation of Netflix Stock
01:04:40 • 11min
Discussion on Netflix business model and promotion of newsletter and service
01:15:13 • 3min