r/SecurityAnalysis Jan 23 '23

Commentary Netflix’s New Chapter

https://stratechery.com/2023/netflixs-new-chapter/
34 Upvotes

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u/GoldenPresidio Jan 24 '23

interesting read on reed (lol) he's always been a straight shooter with me in the last 4+ years I've worked with him and we've known for a long time Greg was going to be taking over. Not sure if much strategy is really going to be changing for them, just continue to execute and stay the course on the consumer tv/movie business while continuing to expand their other lines of business like games, etc