THB #575: Netflix Day, Q2 2024
July 18, 2024
It’s funny how uninteresting this bit of quarterly analysis has become.
Netflix has added 56 million subscribers in the last 2 years.
Now consider the rest of entire market for Streaming.
Disney - 120 (plus Hulu @ 50m, ESPN+ @ 25m)
Max - 100m
Par+ - 70m (Starz @ 16m)
Peacock - 35m
Amazon - 200m+
AppleTV+ - est 25m
So just the growth at Netflix remains a very p…
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