Category: Netflix

“Neverflix” – What Netflix’s Q2 Earnings Says About Their Future Strategy

This sub-bullet in CNBC’s “prepare you for the earnings report” article caught my attention: On the surface, it’s clearly true. One bad earnings report won’t power Disney+ or HBO Max to 150 million subscribers. But as I reflected on it, the key variable is “when is soon?” By the end of the year, sure, Netflix ...

Netflix Q2 Earnings Report – A Lot Less for The Bulls

Back in the halcyon days of April, Netflix had just crushed another quarterly earnings report and it was riding high. In Decider, I said their report had something for both sides—for the haters and the lovers, skeptics and the supporters, bears and the bulls. Well, Netflix finally had a bad earnings report. The most fascinating ...

Most Important Story of the Week and Other Good Reads – 12 July 2019: Netflix Has It’s First Merchandised Hit

Stranger Things season 3 came out for the Fourth of July weekend and I think it is safe to say it’s the biggest TV series in America, whether or not we truly believe Netflix’s latest datecdote or third parties, like Nielsen or Parrot Analytics. If you really want to know if something is “popular”, I recommend ...

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My Questions for Netflix’s 2019 Q1 Earnings Call

I did something fun for the first time last week: I emailed questions for a corporate earnings call. Obviously, it was Netflix. I’ll let you know why.. (And I’m under no illusions that I’ll actually have one of these questions asked.) Normally, if you asked me if earnings calls matter, I’d say no. Sure, the ...

Prediction Time: Forecasting the Effect of Netflix’s Price Increase on US Subscribers

Netflix moves the PR needle. Even I jumped into the Twitter maelstrom to generate clicks based on their two announcements last week, especially the decision to increase prices on US customers. The problem, for me, is that Twitter, as a medium, is really bad at digging into numbers. It isn’t Twitter’s fault; spreadsheets just don’t ...

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Most Important Story of the Week and Other Good Reads – 18 January 2019: NBCU Streaming & Netflix Has Very Ordinary Economics

If you judged importance by following my Twitter feed, the most important story of the week is Netflix and Netflix and Netflix. For business leaders plotting the future of entertainment, though, remember to always look for the “signal” through the noise. A lot of Netflix news is Netflix noise. “Buzziness” may justify Netflix’s original programming ...

Suspiciously Recurring Numbers and More Implications of The Netflix versus Crazy Rich Asians Debate

(This is the third part of a multi-part series exploring one specific Netflix number. To read the other pieces: – Introducting “Datecdotes”, when Streaming Companies use Data to Win the PR Wars – Did More People Watch Crazy Rich Asians or a Netflix Rom Com Last Summer? – Netflix versus Crazy Rich Asians: What Else ...