THB #521: Netflix Q1 2024

Apr 18, 2024

∙ Paid

I got nothing.

I mean… decent quarter. The beat expectations in most areas. Clearly, they are still getting some bump from the password sharing crackdown.

Over the last year, US/Canada is up 8.26 million paid subs. Europe and the Middle East is up 14.36 million subs, the largest increase in any region… which suggests they were stealing the most. Latin Am…

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