The Dan Rayburn Podcast

Episode 27: Netflix Q2 Earnings Recap: Sub Counts; Balance Sheet; Ad-Supported Tier Opportunity

July 19, 2022 Dan Rayburn
The Dan Rayburn Podcast
Episode 27: Netflix Q2 Earnings Recap: Sub Counts; Balance Sheet; Ad-Supported Tier Opportunity
Show Notes

This week we discuss the key takeaways from Netflix's Q2 earnings report including subscriber losses for two-quarters in a row, what Netflix expects for growth going forward and the current state of Netflix's balance sheet. We also detail what we've learned about their plans to offer an ad-supported tier and why we believe this is a real opportunity for Netflix, rather than a challenge as some are suggesting.

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