Special Series – Implied Expectations

Netflix

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Netflix

In this post, I’ll discuss the quarter, the change in reporting, Netflix’s million dollar question, [...]

Carvana

I’ll get straight to the point here: despite being an 11-bagger last year—and the single [...]

Netflix

More people are now acknowledging that Netflix won the “streaming wars,” but that implies the [...]

Spotify

User and subscriber growth continued to show impressive strength. MAUs grew 26% y/y to 574 [...]

Special Series: Netflix International ARPU Opportunity

My thoughts on Netflix’s international ARPU opportunity.

My thoughts on Netflix’s international subscriber opportunity.

My thoughts on Netflix’s domestic ARPU opportunity.

My thoughts on Netflix’s domestic subscriber opportunity.