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

Podcast Episode 27 is live! This week we discuss the key takeaways from Netflix’s Q2 earnings report including subscriber losses for two-quarters in a row, what Netflix expects for growth going forward 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 are suggesting. Thanks to this week’s podcast sponsor, Agora.