Ep. 85 - Why Netflix Is Dominating International Growth The Eric Jackson podcast

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Tech Eric Jackson

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Ep. 85 - Why Netflix Is Dominating International Growth

6+ y ago 22:50

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Indhold leveret af The Eric Jackson Podcast and Eric Jackson. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af The Eric Jackson Podcast and Eric Jackson eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

8 episoder

#Tech #Eric Jackson

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Ep. 85 - Why Netflix Is Dominating International Growth

The Eric Jackson Podcast

54 subscribers

published 6+ y ago

Del

MP3•Episode hjem

Indhold leveret af The Eric Jackson Podcast and Eric Jackson. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af The Eric Jackson Podcast and Eric Jackson eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

8 episoder

#Tech #Eric Jackson

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