Solid S-curve analysis on Netflix's subscriber plateau. The insight about them stopping membership disclosures while pushing revenue metrics is spot-on. I've noticed alot of subscription companies do this when they hit saturation. The WBD acquisition is definitely a ceiling extension play rather than content strategy. One thing tho, international markets might have more headroom than the model asumes. Price elasticity in emerging markets could surprise on the upside if they play it right.
Thanks for your comment and good point, let’s see! But Netflix’s already got a massive international reach… There may be some key untapped markets, but it’s rather unlikely.
Solid S-curve analysis on Netflix's subscriber plateau. The insight about them stopping membership disclosures while pushing revenue metrics is spot-on. I've noticed alot of subscription companies do this when they hit saturation. The WBD acquisition is definitely a ceiling extension play rather than content strategy. One thing tho, international markets might have more headroom than the model asumes. Price elasticity in emerging markets could surprise on the upside if they play it right.
Thanks for your comment and good point, let’s see! But Netflix’s already got a massive international reach… There may be some key untapped markets, but it’s rather unlikely.