The Eric Jackson Podcast

Eric Jackson

The Eric Jackson Podcast focuses on the key issues going on today in the worlds of media and technology.

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The Eric Jackson Podcast

Episodes (4)

Jul 20, 2018 Ep. 85 - Why Netflix Is Dominating International Growth
Jun 16, 2018 Ep. 84 - How the Fight for Fox will Play Out Between Disney and Comcast
May 4, 2018 Ep. 83 - Disney as a Service

The Eric Jackson Podcast

Jul 20, 2018
23 minutes
42 MB

Netflix (NFLX) disappointed investors by missing its own Q218 estimates for US and international subscribers. The bears’ reaction to that news was that the constantly growing international subscriber story is finally coming to an end. The bulls’ reaction has been that this quarterly miss is a blip in the still valid long-term growth story. I tend to agree with the bulls that there is still a lot of international growth ahead for Netflix. To explain why, let’s dive into the details around Netflix’s expansion into Canada 8 years ago and how it’s doing there. Their success in Canada offers a w...

The Eric Jackson Podcast

Ep. 85 - Why Netflix Is Dominating International Growth

Eric Jackson

00:00 -22:50