The “call.” (I would post it, but Netflix doesn’t allow it.) Pretty boring, all things considered. Doug Emmett from JP Morgan was not a pushover, but he didn’t dig too deep for details - knowing they wouldn’t be forthcoming - in a few areas. Like when he brought up the idea that Netflix would have to negotiate rights to ad adds to licensed programming, they brushed it off, and I wish he had countered with something specific, like
THB #189: Netflix Q2 2022 (Pt 2)
THB #189: Netflix Q2 2022 (Pt 2)
THB #189: Netflix Q2 2022 (Pt 2)
The “call.” (I would post it, but Netflix doesn’t allow it.) Pretty boring, all things considered. Doug Emmett from JP Morgan was not a pushover, but he didn’t dig too deep for details - knowing they wouldn’t be forthcoming - in a few areas. Like when he brought up the idea that Netflix would have to negotiate rights to ad adds to licensed programming, they brushed it off, and I wish he had countered with something specific, like