Marco Polo': Will Netflixs $90M Bet Pay Off?

The transcript discusses Netflix's content strategy, highlighting its financial challenges and the importance of original content like Marco Polo. It examines Netflix's financial commitments, free cash flow issues, and the impact of international rights on its strategy. The discussion also compares Netflix's approach to traditional studios and competitors like HBO and Disney, emphasizing the shift towards original content and the challenges of content distribution deals.

What are the two successful original series mentioned that Netflix has produced?

• House of Cards and Orange is the New Black

• The Witcher and Money Heist

• Stranger Things and The Crown

• Breaking Bad and Narcos

What financial issue does Netflix face despite having a good income statement?

• Decreasing subscriber base

• High debt levels

• High production costs

• Low free cash flow

How does Netflix plan to use original content like 'Marco Polo'?

• To win awards

• To compete with cable TV

• To drive subscriber growth

• To sell merchandise

What is a critical aspect of Netflix's strategy with 'Marco Polo'?

• Partnering with other studios

• Reducing production costs

• Owning international rights

• Focusing on local content

What challenge does Netflix face in acquiring content from studios?

• Competition from cable networks

• Lack of interest from studios

• Long waiting periods for streaming rights

• High licensing fees

How has HBO responded to the competition from Netflix?

• By increasing original programming

• By partnering with Netflix

• By reducing subscription fees

• By focusing on sports content

What is a significant risk for Netflix in producing its own content?

• Riskier business model

• Lack of creative talent

• Higher production costs

• Increased competition