The Dan Rayburn Podcast

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

Dan Rayburn

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0:00 | 45:00

This week, we discuss the key takeaways from Netflix's Q2 earnings report, including subscriber losses for two consecutive quarters, Netflix's growth outlook, 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 suggest.

Podcast produced by Security Halt Media