Netflix Tumbles After Subscriber Adds Miss Forecast

The transcript discusses Netflix's strategy of creating original content for international markets, highlighting the challenges of producing localized content that appeals to diverse audiences. It examines the transition from licensed to original content and the importance of creating hit shows to drive subscriber growth. The discussion also touches on the impact of this hits-driven model on Netflix's stock and investor expectations, drawing parallels with the history of broadcast networks.

In what ways might Netflix need to localize its content for different markets?

How might the shift to a hits-driven business model affect Netflix's stock valuation?