Netflix Inc at MoffettNathanson Technology, Media and Telecom Conference Summary - Thomson StreetEvents

Netflix Inc at MoffettNathanson Technology, Media and Telecom Conference Summary

Netflix Inc at MoffettNathanson Technology, Media and Telecom Conference Summary - Thomson StreetEvents
Netflix Inc at MoffettNathanson Technology, Media and Telecom Conference Summary
Published May 15, 2024
19 pages (10375 words) — Published May 15, 2024
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About This Report

  
Abstract:

Preliminary Brief of NFLX.OQ presentation 15-May-24 3:00pm GMT

  
Brief Excerpt:

...A. And anything about the press reports about the cost of it is room in the journal, I think $75 million. B. If it's within our existing content budget of about $17 billion in cash spend this year, so no impact on our operating margin guidance for this year. C. maximizing the impact of each dollar, but we also manage it within the context of our overall margin goals, which is about a 25% margin this year on an FX-neutral basis and then improvement annually from here. D. What I mean by that is number one, our reach, to 270 million paid members, programming for over 0.5 billion people across the world. E. You said on your last earnings at 40% of all sign-ups in your ad markets are taking the ads here. F. I would say it's very consistent by region by country, sort of plus or minus several percentage points around that 40% and then how different is that adoption versus the low-end plans existed before, right? G. So 65% membership growth quarter-on-quarter in Q1 on top of 70% growth in Q4. H....

  
Report Type:

Brief

Source:
Company:
Netflix Inc
Ticker
NFLX.OQ
Time
3:00pm GMT
Format:
PDF Adobe Acrobat
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Cite this Report

  
MLA:
Thomson StreetEvents. "Netflix Inc at MoffettNathanson Technology, Media and Telecom Conference Summary" May 15, 2024. Alacra Store. May 03, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Netflix-Inc-at-MoffettNathanson-Technology-Media-and-Telecom-Conference-B16002127>
  
APA:
Thomson StreetEvents. (2024). Netflix Inc at MoffettNathanson Technology, Media and Telecom Conference Summary May 15, 2024. New York, NY: Alacra Store. Retrieved May 03, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Netflix-Inc-at-MoffettNathanson-Technology-Media-and-Telecom-Conference-B16002127>
  
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