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July 20, 2023
2Q23 earnings continue to show that Netflix is a low-growth business with deteriorating profitability.
April 17, 2023
Industry experts agree that the best thing about OTT was the democratisation of talent. Quality of content has always been very good in India, but now it is easier for Indian content to travel across the world
April 22, 2022
The weaknesses in Netflix’s (NFLX) business model are undeniable, as we’ve been pointing out for years. Here's why we expect the share price to be cut in half.
December 20, 2021
Showing double-digit growth over the last twelve months after being damaged in the prior year by ad spend cut-backs and production halts during the earlier phas...
April 21, 2021
| 21 April 2021 After unprecedented growth in 2020 where the company was almost certainly the biggest beneficiary of global stay at home orders and lockdowns resulting in soaring membership, subscription video-on-demand leader Netflix has seen business gravity apply over the course of the first quarter of 2021. For the three-month period ended 31 March 2021, the company had 208 million paid memberships around the world, up 13.6% compared with the end of Q1 20 and 3.98 million more ...