Netflix - 25% Drop

[Gollygordon]

I'd also speculate that over time the costs of 'ad free' subscriptions go way up as they try and force the ad sales model onto a greater proportion of their subscriber base.

[huja]

https://www.nytimes.com/2022/12/18/b...VvGRfUmbi4SwKo

[Gollygordon]

Netflix basically HAVE to slow their content orders unless they can continue growing subs/revenues.

They pay for the content years after receipt. Great in the short term to fill out your library but if series order volumes ramp up it creates a dynamic of growing cash liabilities that need to met/planned for years out. If your operational cash inflows slow due to subs levelling off you need to stop ordering shows or be faced with a cash crisis two years down the line.

[bdw]

The Australian government is going to start forcing Netflix, Disney, Amazon, Apple, etc to start producing local content or get out of the country. They must spend 20% of their Australian revenue producing Australian content.

https://www.news.com.au/entertainmen...48c7e238eb3300