Linked trade ideas span 5 sources.
Bullish: Netflix has massive growth potential with only 10% US TV market share and a proven ability to scale their simple streaming model over decades while maintaining talent density. Bearish: Content creators avoiding Netflix due to poor economics (cost plus 10%), service being commoditized from all sides with deep...
“Even today, Netflix is about 10% of US television. So we've got a long way to go, and internationally, it's less than that generally.”
Invest Like the Best with Patrick O'Shaughnessy — Reed Hastings - Building Netflix - [Invest Like the Best, EP.453]
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