Like many digital products, suspect netflix is affected by seasonality - but wonder if the World Cup will make a noticeable dent on time spent with it
Word is they bid heavily for Premier League football. Won't be long before they get involved.
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I wouldn’t be surprised but I’ve heard Reid Hastings say he’s not interested in content that isn’t naturally suited to on demand (ie can be viewed whenever a user wants And not decline in value)
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I think they might be forced into a defensive play to fend off Amazon.
End of conversation
New conversation -
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