Pachter Doesn’t Expect Many Subscribers to Flee Netflix

The transcript discusses Netflix's growth challenges, including rising content costs and the need to increase prices. It highlights the company's inelastic demand and competitive landscape with Amazon and Hulu. The conversation also touches on inflation's impact on pricing and Netflix's limited pricing power against content owners. Despite negative cash flow, Netflix's value proposition remains strong, though price hikes may slow subscriber growth.

What is the implication of Netflix's negative free cash flow as discussed in the text?

How might a price increase affect Netflix's subscriber growth according to the speaker?