Netflix Subscribers Shrink for First Time in Decade

The transcript discusses Netflix's challenges with content not resonating as expected, impacting subscriber growth. It explores competition, market size, and whether Netflix's leadership was overly optimistic about the streaming market's potential. The discussion includes Netflix's investment strategy, potential ad-supported models, and the role of gaming. Regional growth challenges, particularly in India, are also highlighted.

What factors are suggested to be affecting Netflix's subscriber growth?

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How much has Netflix invested in the film business, and what is the expected impact on subscriber growth?

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What are the implications of Netflix's approach to password sharing?

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Discuss the competitive landscape for Netflix and how it has changed recently.

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What concerns do investors have regarding Netflix's market opportunity?

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What role does advertising play in Netflix's strategy moving forward?

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How is Netflix's performance in the APAC region, particularly in India, affecting its overall growth?

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