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Netflix’s Promising Next Act

27 min • 14 juni 2023

Netflix’s is aiming to return to growth by cracking down on password sharing.

(00:12) Jim Mueller and Dylan Lewis discuss:

  • The encouraging data behind Netflix’s password crackdown and ad-supported membership. 

  • Why it still might be a bit early to bank on those growth levers for Netflix.

  • How Disney, Apple, Amazon are eying advertising, and how it could reshape streaming tv. 

(14:45) Asit Sharma catches up with Sasan Goodarzi the CEO of Intuit to talk about how his company is using artificial intelligence to grow and Intuit's data advantage.

Companies discussed: NFLX, AAPL, AMZN, DIS, INTU

Host: Dylan Lewis

Guests: Jim Mueller, Sasan Goodarzi, Asit Sharma

Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl, Kyle Carruthers

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