The Eric Jackson Podcast
Eric Jackson
Categories: Technology
Listen to the last episode:
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.
Previous episodes
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86 - Ep. 85 - Why Netflix Is Dominating International Growth Fri, 20 Jul 2018
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85 - Ep. 84 - How the Fight for Fox will Play Out Between Disney and Comcast Sat, 16 Jun 2018
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84 - Ep. 83 - Disney as a Service Fri, 04 May 2018
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83 - Ep. 82 - Ben Fritz on Hollywood's Fight For the Future of Movies Thu, 12 Apr 2018