Discussion

• @venkatananth Venkat Ananth on x

  long, but worth reading this @Lucas_Shaw piece on netflix's coming challenges in a highly competitive streaming market. https://www.bloomberg.com/...

• @carlquintanilla Carl Quintanilla on x

  “.. By the end of 2021, the numbers couldn't be ignored .. In March, Neumann, the CFO, let loose a trial balloon at an investor conference. Netflix wasn't religious about advertising, he said, adding, ‘Never say never.’” (via @Lucas_Shaw) $NFLX https://www.bloomberg.com/...

• @lucas_shaw Lucas Shaw on x

  I will have more to share this weekend. But FWIW, the general sentiment among current and former employees is: Netflix will be fine. It's just not sexy/special anymore. https://www.bloomberg.com/...

• @lucas_shaw Lucas Shaw on x

  Netflix faces its biggest challenge in a decade. I spent the last few months talking to employees, partners and rivals about how it got here and what comes next. For @BW https://www.bloomberg.com/...

• @lucas_shaw Lucas Shaw on x

  Netflix's stock is on pace for its first down year since 2014. Over the last few months, the company has surrendered all of its gains from the last 5 years. https://www.bloomberg.com/... https://twitter.com/...

• @digitalshields Mike Shields on x

  Brutal line in this great @Lucas_Shaw post on the future of Netflix: “now everyone in the ad industry agrees the customer experience on Hulu is terrible” https://www.bloomberg.com/...

• @sarthakgh Sar Haribhakti on x

  “The service now accounts for about 8% of all TV viewership in the US, the most of any network, and has more customers abroad than Disney+, HBO Max, Paramount+, and Peacock combined.” Great profile by @Lucas_Shaw https://t.co/FsBcAEgf5o