My thoughts on Alphabet’s third quarter.
Tag Archives: Standard
My thoughts on Zillow Group’s third quarter.
My thoughts on Spotify’s third quarter.
My thoughts on Amazon’s third quarter.
My thoughts on Netflix’s third quarter.
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.
My second conversation with the company.