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In response to
"NFLX has a market cap of $125Bn and makes $10 / share in EPS. They have already won -- nm"
by
rollo
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but all their eggs (for now) are in the subscriber basket. cord cutting for streaming is likely to occur exponentially faster than it did for cable -- (edited)
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hence the ad-tier, though that could also end up cannibalizing subs to some degree depending how many marginal consumers are happy to sit through ads
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