Daily Archives: Thursday, July 6, 2017 10:35am

This is the first in an ongoing series of research pieces examining Netflix’s (NFLX-NASDAQ) business and share price. Unlike their programming, there will be no end date to our research unless the company is acquired. We view Netflix revenue and content costs similar to the way the company does, taking into account U.S. and International churn, customer lifetime value and customer acquisition costs. In order to help answer some key questions, we surveyed over 600 hundred people in the U.S. and Mexico, with a goal of helping to answer questions we had surrounding market penetration, pricing, content, competition and subscriber […]