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Netflix: The Contrarian's "Bearish" Case About The Streaming Giant's Very Real Vulnerabilities
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We all watch Netflix, and we all love it. After all, what's not to love (especially when we are locked in our homes)? But, as invincible as this streaming giant seems, it isn't. No company is. The Blockbusters and Kodaks of the world remind us of that. In this provocative episode, Peter takes the bear's contrarian argument about Netflix and its prospects. He lays out Netflix's very real, and very significant, vulnerabilities. Peter also identifies potential ways those vulnerabilities can be addressed and risks mitigated. So can Netflix go it alone in the long-run? Or will a much bigger fish ultimately swallow it up? Listen and then place your bets.
Reach out to host Peter Csathy at peter@creativemedia.biz, and check out Peter's entertainment, media, AI and tech-focused business advisory and legal services firm Creative Media. You can also sign up for his free generative AI-focused newsletter "the brAIn" on Substack (via this link) -- all about how generative AI is transforming the media and entertainment industry.
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