Cracking the code: How Netflix is winning with new ad tiers and password rules

The performance of Netflix has been impressive, with a 96% increase in its share price since October 2022 and a 151% increase since its low in June 2022. We previously discussed Netflix on Livewire with Hans Lee in October 2022 and January 2022 Netflix Q4 results were not a horror story. And we remain invested today. Conviction … Continued

Disney subscriber success

Disney’s subscriber growth continues to exceed management expectations, which were only recently upgraded at the December 2020 Investor day. The growth in Disney’s subscribers is a testament to the quality of its content and the strength of the Disney franchise. The streaming opportunity is significant, and management expect to reach 300 to 350 million subscribers … Continued

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