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1/ Welcome back to my quarterly “Netflix Earnings Report”. I put a tight time limit on today’s article because I’m trying to get my #StreamingRatingsReport finished so quick hits only today.
2021 Q4 Edition. End of year!
2021 Q4 Edition. End of year!
2/ As always, I write this before I read what the internet says (and collectively decides is true). To keep my own opinions honest.
3/ Is it just me, or was this a bad quarter?
Curious how the stock reacts, because it had been dropping, so this may have been priced in. But I see more bad news than good.
Curious how the stock reacts, because it had been dropping, so this may have been priced in. But I see more bad news than good.
So I don't want to do this, but can I rehash a conversation I had with @RichLightShed?
The thesis I had back in June of 2019 is that, well, MCU movies are very very popular. The evidence, was, you know, all the money? That they made?
The thesis I had back in June of 2019 is that, well, MCU movies are very very popular. The evidence, was, you know, all the money? That they made?
Moreover, knowing that if something is popular in one window, it is popular in future windows too--literally one of three core principles of video entertainment--I long speculated that Marvel films on Netflix were INCREDIBLY popular.
As I tweeted above, I think over long time periods--say a year or more--the MCU films have more total viewership than the vast majority of Netflix originals.
But could I prove this?
No.
But could I prove this?
No.
