Netflix seems to have lost the script for how to reaccelerate growth, as became clear in an interview this week between Co-CEO and Chief Content Officer Ted Sarandos and Bloomberg’s Lucas Shaw at the Bloomberg Screentime conference. 

On today’s Inside the Stream episode, we’re trying a new format where we share a number of short clips from the interview and then provide our analysis of what we heard.

The specific topics the clips focus on are: Netflix members’ engagement, growth going forward, competitive dynamics with YouTube, and the opportunity for a free, advertising-supported offering. We also discuss Netflix’s financials and a detailed discussion about how a free content offering could meaningfully move top-line revenue. 

The full interview is on Bloomberg’s YouTube channel. 

Please let us know your reactions to this format. 
 
Listen to the podcast now! (41 minutes, 21 seconds)

Browse all previous podcasts 

Subscribe to Inside the Stream
Apple Podcasts  Spotify  Amazon Music YouTube RSS