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Chronicles

The story behind the story

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Amid rising competition and a dramatic fall in US subscribers during Q2, doubts arise over the sustainability of Netflix's debt-driven business model

and adds that they got outbid on “Fleabag” Stock is the 2nd worst S&P name this am: (via @variety) $NFLX https://variety.com/... Ivan Maljkovic / @ivan_brussels : “Hastings warned that steadily rising production costs would climb even higher with the advent of the likes of Disney Plus and AppleTV Plus.” https://variety.com/... Shira Ovide / @shiraovide : Preettty sure this is the only discounted cash flow model I've ever seen as a choose-your-own-adventure interactive feature. https://ig.ft.com/... https://twitter.com/...

Financial Times

Discussion

  • @mattgarrahan Matthew Garrahan on x
    A terrific deep dive into Netflix and the challenge posed by its vast debt burden and Apple, Amazon and co. Top reporting from ⁦⁦@annaknicolaou⁩ and ⁦@DatumFan⁩ - includes a valuation calculator. Free to read on #FTOpenDay https://ig.ft.com/...
  • @carlquintanilla Carl Quintanilla on x
    Netflix's Hastings says it'll be “ a whole new world starting in Novembe .. between Apple launching and Disney launching” — and adds that they got outbid on “Fleabag” Stock is the 2nd worst S&P name this am: (via @variety) $NFLX https://variety.com/...
  • @ivan_brussels Ivan Maljkovic on x
    “Hastings warned that steadily rising production costs would climb even higher with the advent of the likes of Disney Plus and AppleTV Plus.” https://variety.com/...
  • @shiraovide Shira Ovide on x
    Preettty sure this is the only discounted cash flow model I've ever seen as a choose-your-own-adventure interactive feature. https://ig.ft.com/... https://twitter.com/...