Chart of the Week
June 03, 2020

Chart of the Week 06.03.20

The HBO Max Launch Has Underscored The Difficulties Of Transitioning A Linear Channel To DTC

Chart of the Week
April 22, 2020

Chart of the Week 04.22.20

In Q1, Netflix Added Almost 16M Subscribers, Which Is More Than 50% Of Last Year’s Total

Earnings Recaps
April 21, 2020

Netflix: 2020 Q1 Earnings

A recap of Netflix’s 2020 Q1 Earnings, including a summary of major talking points and key data from financial statements.

Conference Takeaways
March 10, 2020

Morgan Stanley 2020 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, Charter, Comcast, Google, Liberty Media, Lionsgate, Live Nation, The New York Times, Netflix, Roku, SiriusXM, Snapchat, Spotify, Take-Two, Twitter, Verizon, ViacomCBS, Zynga

Chart of the Week
January 22, 2020

Chart of the Week 01.22.20

Netflix Is Driving Revenue Through Subscriber Growth, Rather Than Pricing, In Foreign Markets

Earnings Recaps
January 21, 2020

Netflix: 2019 Q4 Earnings

Netflix Has A Big Head Start In Streaming As Major Media Companies Launch Their Initial DTC Products

Chart of the Week
December 18, 2019

Chart of the Week 12.18.19

The Majority Of Netflix’s Revenue Will Come From International Markets Over The Coming Years

Conference Takeaways
December 12, 2019

UBS 2019 TMT Conference

Interviews with Senior Executives at Altice USA, AMC Networks, AT&T, Charter, Comcast, Fox, Netflix, New York Times, T-Mobile, Verizon, ViacomCBS, WWE

Chart of the Week
October 30, 2019

Chart of the Week 10.30.19

Netflix Has Built A Significant Subscriber Advantage As The “Streaming Wars” Begin In Earnest

Chart of the Week
October 23, 2019

Chart of the Week 10.23.19

Several New OTT Services Are Partnering With Mobile Distributors To Quickly Gain Subscribers

Earnings Recaps
October 16, 2019

Netflix: 2019 Q3 Earnings

Netflix Is Accelerating Their Investments In Local Language Content As Domestic Competition Heats Up

Chart of the Week
October 16, 2019

Chart of the Week 10.16.19

Netflix Investors Have Shown Concern Ahead Of DTC Product Launches From Key Competitors

Chart of the Week
September 25, 2019

Chart of the Week 09.25.19

After Surpassing Broadcast Networks Last Year, Netflix Has Now Equaled Cable TV For Emmys

Chart of the Week
September 18, 2019

Chart of the Week 09.18.19

Streaming Platforms Are Aggressively Competing For Exclusive Rights To Popular Library Content

Earnings Recaps
July 17, 2019

Netflix: 2019 Q2 Earnings

Netflix Experienced A Quarterly Decline In Total Domestic Streaming Subscribers For The First Time

Chart of the Week
June 26, 2019

Chart of the Week 06.26.19

Years After The Series Ended, The Office Was Still The Most Watched Show On Netflix Last Year

Earnings Recaps
April 17, 2019

Netflix: 2019 Q1 Earnings

Netflix Is Unconcerned About New DTC Entrants As They Raise Prices To Fund Their Next Wave Of Content

Chart of the Week
April 17, 2019

Chart of the Week 04.17.19

YouTube Is The Leader In Mobile Consumption, Highlighting The Appeal Of Short-Form Content

Chart of the Week
April 10, 2019

Chart of the Week 04.10.19

There Is A Rapidly Growing Selection Of SVOD Platforms With A Variety Of Different Features

Chart of the Week
February 13, 2019

Chart of the Week 02.13.19

Advertising Can Subsidize Costs For Consumers Making It Easier To Acquire Large Audiences

Earnings Recaps
January 17, 2019

Netflix: 2018 Q4 Earnings

Netflix Has Raised Prices To Help Accelerate Their Next Cycle Of Investment Into Original Content

Chart of the Week
January 16, 2019

Chart of the Week 01.16.19

Netflix Has Raised Prices, But Remains An Affordable Content Option Compared To The Bundle

Conference Takeaways
December 04, 2018

UBS 2018 TMT Conference

Interviews with Senior Executives at Altice USA, AT&T, CBS, Charter, Comcast, Discovery, Microsoft, Netflix, The New York Times, Sprint, Twitter, Verizon, Viacom, Vimeo, Zynga

Earnings Recaps
October 16, 2018

Netflix: 2018 Q3 Earnings

Netflix Added 7M New Subscribers This Quarter, With Strong Growth Broadly Across The World

Earnings Recaps
July 16, 2018

Netflix: 2018 Q2 Earnings

Netflix Added 5.2M Subscribers In Q2, Which Was 1M Short Of Their Internal Forecast

Earnings Recaps
April 16, 2018

Netflix: 2018 Q1 Earnings

Netflix Continues To Grow Its Audience And Now Has 125 Million Subscribers Across The World

Earnings Recaps
January 22, 2018

Netflix: 2017 Q4 Earnings

Netflix Added 8.3 Million Streaming Subscribers In Q4 2017