The Hot Button by David Poland

The Hot Button by David Poland

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The Hot Button by David Poland
The Hot Button by David Poland
THB #304a: Netflix Q4 2022
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THB #304a: Netflix Q4 2022

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David Poland
Jan 20, 2023
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The Hot Button by David Poland
The Hot Button by David Poland
THB #304a: Netflix Q4 2022
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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…

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