Netflix Subscriber Adds, Revenue Outlook Miss Estimates

The transcript discusses Netflix's transition to a slow growth company, focusing on profitability and cash flow. It highlights challenges like subscriber volatility due to password sharing and ad tier introduction. The discussion covers Netflix's strategies to balance subscriber loss with growth initiatives, including share buybacks and market-specific execution plans. The importance of timing these strategies with content releases is emphasized, especially in key markets like the US.

What are the key factors contributing to Netflix's current growth strategy?

How has Netflix adjusted its free cash flow guidance for the year?

What challenges does Netflix face regarding subscriber numbers and volatility?

In what ways is Netflix's approach to password sharing and advertising tier considered a long-term opportunity?

What strategies might Netflix employ to mitigate cancellations during the rollout of password sharing?