This week we break down a preview of what to look for in Netflix’s Q2 2021 earnings, including subscriber losses/gains, ARPU and an expected update on their advertising strategy. We also discuss the potential impact of Stranger Things Season 4 on churn and retention, as Netflix has split the series' release across two financial quarters. We also detail the IPL Media streaming rights (2023-2027) auction, which Viacom18 won and why Disney said they didn't compete for the rights at the price needed to win, citing the content not offering enough long-term value to their Disney+ Hotstar service.

Companies and services mentioned: Netflix, Disney, Viacom18, Disney+ Hotstar, Amazon Fire TV. 

Podcast produced by Security Halt Media