Is Netflix's Pullback a Buying Opportunity?

The transcript discusses Netflix's growth potential, focusing on its US and international markets. It highlights the success of original programming in driving US growth and the challenges faced in international expansion. The discussion also covers Netflix's competitive advantage in global programming and its strategy to replace licensed content with originals. The competition with Amazon is analyzed, emphasizing the potential for both to grow by taking market share from traditional TV. Finally, the impact of seasonality on subscriber growth is examined.

What competitive advantages does Netflix have over local broadcasters?

In what ways does seasonality affect Netflix's subscriber growth?