Netflix – Growth Strategy & Q4 2022 Business Update

  • Public Equity
  • TMT
  • North America


Former executive at Netflix Inc


  • Netflix’s (NASDAQ: NFLX) operating environment – subscriber growth dynamics and content spend
  • Competition vs Disney (NYSE: DIS), Amazon Prime (NASDAQ: AMZN), Warner Bros Discovery (NASDAQ: WBD) and others
  • Ad-supported tier development, launch and strategy plus password sharing crackdown
  • Outlook for 2023 and beyond, highlighting revenue diversification opportunities such as gaming and sports streaming


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