The Razor’s Edge
The Razor’s Edge
Shortman Studios
Netflix Flexes On 'Em
1 hour 30 minutes Posted Jan 26, 2021 at 9:00 am.
minute mark Quick quarter reaction
Why is Netflix winning
How the story is shifting
What Netflix’s margins actually say
Netflix’s moat and the competition
Forward outlook for NFLX
Praise for management
Discoverability challenge for Netflix
– Netflix’s content strategy
The fate of the theater
Netflix’s tech positioning
Pressure on the competition
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Show notes
We talk Netflix again this week. As you may recall, Akram published a lengthy report late last year on why Netflix was and would remain the king of streaming. The company reported earnings last week, and it was a bit of a royal flex, as they beat on subscriber numbers and boasted that they would not need to raise debt capital going forward. The stock popped 17% the next day. So what did the market miss going in, and what does that mean for Netflix and peers going forward? We break it down, answer a few listener questions, and try to figure out what Netflix’s story going forward will be.
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