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Netflix Q2 subscriptions jump 8%: What are your opinions?
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$Netflix (NFLX.US)$ drops the $9.99 /mo deal FCF improves fo...

$Netflix (NFLX.US)$ drops the $9.99 /mo deal
FCF improves for 2H - due to Actor/Writer Strike
Cutting the password-sharing makes for V difficult 2024 comps
2% beat on Paid memberships 238m vs 234m
2H23 is peak for comps, FCF (IMHO)
2024 will be much much much slower growth.
$Netflix (NFLX.US)$ drops the $9.99 /mo deal FCF improves for 2H - due to Actor/Writer Strike Cutting the password-sharing makes for V difficult 2024 comps 2% b...
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