THB #304a: Netflix Q4 2022

I don’t know what to tell you.

As usual, the response to a Netflix quarterly is irrational.

After explaining last quarter that they weren’t going to prioritize sub growth, the only really good number here is… sub growth.

They added 7.66 million subscribers, most notably in Europe (EMEA), where they added 3.2 million. U.S. is still flat, under 1 million s…