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Ep. 85 - Why Netflix Is Dominating International Growth
Manage episode 213174937 series 1489419
Treść dostarczona przez The Eric Jackson Podcast and Eric Jackson. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez The Eric Jackson Podcast and Eric Jackson lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Netflix (NFLX) disappointed investors by missing its own Q218 estimates for US and international subscribers. The bears’ reaction to that news was that the constantly growing international subscriber story is finally coming to an end. The bulls’ reaction has been that this quarterly miss is a blip in the still valid long-term growth story. I tend to agree with the bulls that there is still a lot of international growth ahead for Netflix. To explain why, let’s dive into the details around Netflix’s expansion into Canada 8 years ago and how it’s doing there. Their success in Canada offers a window into why they’re likely to continue to be successful in the other 190 countries they’ve expanded to in the past few years.
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Manage episode 213174937 series 1489419
Treść dostarczona przez The Eric Jackson Podcast and Eric Jackson. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez The Eric Jackson Podcast and Eric Jackson lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Netflix (NFLX) disappointed investors by missing its own Q218 estimates for US and international subscribers. The bears’ reaction to that news was that the constantly growing international subscriber story is finally coming to an end. The bulls’ reaction has been that this quarterly miss is a blip in the still valid long-term growth story. I tend to agree with the bulls that there is still a lot of international growth ahead for Netflix. To explain why, let’s dive into the details around Netflix’s expansion into Canada 8 years ago and how it’s doing there. Their success in Canada offers a window into why they’re likely to continue to be successful in the other 190 countries they’ve expanded to in the past few years.
…
continue reading
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Podobny do The Eric Jackson Podcast
Africa-focused technology, digital and innovation ecosystem insight and commentary.
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continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
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continue reading
We help founders make something people want.
…
continue reading
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continue reading
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continue reading
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This is the audio podcast version of Troy Hunt's weekly update video published here: https://www.troyhunt.com/tag/weekly-update/
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continue reading
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
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continue reading
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