1

Netflix Earnings, Netflix’s Reporting Change, Netflix’s Waiting Game

 1 week ago
source link: https://stratechery.com/2024/netflix-earnings-netflixs-reporting-change-netflixs-waiting-game/
Go to the source link to view the article. You can view the picture content, updated content and better typesetting reading experience. If the link is broken, please click the button below to view the snapshot at that time.

Netflix Earnings, Netflix’s Reporting Change, Netflix’s Waiting Game

Posted onMonday, April 22, 2024Monday, April 22, 2024

Netflix will no longer report subscriber numbers; it seems they are settling into a waiting game as they build up their tech and wait for their competitors to throw in the towel.


Subscribe to Stratechery Plus to receive full access to Stratechery and a whole lot more.

If you already have a subscription, sign in.

With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, and Greatest of All Talk podcasts.

The Stratechery Update consists of substantial analysis of the news of the day delivered via three weekly emails or podcasts (including free bi-weekly Stratechery Articles). If you enjoy Stratechery Articles you will love the Stratechery Update.

Stratechery Interviews include interviews with leading public CEOs like Mark Zuckerberg, Jensen Huang, and Satya Nadella; the Founder Series with private company founders like Parker Conrad, Laura Behrens Wu, and Shishir Mehrotra; and discussions with fellow analysts like Eric Seufert, Matthew Ball, and Bill Bishop.

Dithering is a twice-weekly podcast from John Gruber and myself: 15 minutes an episode, not a minute less, not a minute more.

Sharp Tech is a podcast from Andrew Sharp and myself discussing how technology works and the ways it impacts our lives; there is one free weekly show and one paid show that features listeners questions.

Sharp China is a weekly podcast from Andrew Sharp and Sinocism’s Bill Bishop about understanding China and how China impacts the world.

Greatest Of All Talk is a twice-weekly podcast from Andrew Sharp and Ben Golliver about the NBA, life, and national parks.

Stratechery Plus subscribers include executives and employees from the largest tech companies to the hottest startups, venture capitalists, investors, government representatives and regulators, and many more people from 85+ countries who want to understand tech and its impact on society.

Stratechery-Plus-Logo.png?resize=640%2C107&ssl=1

Stratechery Updates are also available via SMS, RSS, or on this site. Please see the Stratechery Update Schedule for more details about delivery times and planned days-off. Please note that all subscriptions auto-renew monthly/annually (but can be cancelled at any time). If you are interested in ordering and managing multiple subscriptions for your team or company, please fill in the form here.

Frequently-Asked Questions


About Joyk


Aggregate valuable and interesting links.
Joyk means Joy of geeK