Streaming Platforms – Q2 2023 Industry Update – Netflix, Disney, Amazon, Warner Bros Discovery & Others

  • Public Equity
  • TMT
  • North America


VP at Paramount Streaming


  • Industry push towards profitability, scaling timelines and capital allocation
  • Subscriber growth and positioning for Netflix (NASDAQ: NFLX), Disney (NYSE: DIS), Amazon (NASDAQ: AMZN), Warner Bros (NASDAQ: WBD) and others
  • Password sharing initiatives, pricing dynamics and content strategy
  • Outlook for H2 2023 and beyond, highlighting M&A activity, Hulu's future and continued sports streaming deals


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