THB #188: The Day Before Netflix Q2

I have been reading all the writing I can. Everyone is speculating about this or that. I even heard the crazy talk about Comcast buying everything that might be for sale again. Fantasies that Netflix will suddenly drop another $50 a share. Not happening!

I spent all day thinking about what I wanted to contribute and the answer I kept running into was… nothing.

Any advertising is 2 quarters away and will likely not include America until 2023. The Gray Man will not have hit the service tomorrow. Unlikely that any of the bosses will acknowledge cutbacks, of spending or personnel.

The only likely thing to really happen tomorrow is for the boys to try to reshape the story about Netflix moving forward. They have Microsoft set. So they have a flag stuck in the ad ground. Stranger Things will be mentioned 30 times or more. We will find out what they want us to think. Lose fewer than 2 million… more than 2 million… it’s not really important to the business. It is something for media to talk abou…