Netflix gained 13.1 million subscribers in Q4 2023, a company record. We discuss paid sharing, the lower-cost advertising tier, and how they impacted the results.
Comcast’s decision to spin out all of its cable networks except Bravo into an independent company is a signal of more cable network consolidation to come.
Disney CEO’s slip reveals AVOD’s dominance in subscriber gains, and a Netflix announcement confirms the trend. New data shows Prime Video’s content inefficiency.