What to Watch for in Netflix's Third-Quarter Results

The transcript discusses Netflix's anticipated earnings release, focusing on the key metric of net subscriber additions, which is crucial for investors. Despite past misses on subscriber growth, Netflix's stock performance and valuation are analyzed, highlighting the company's global market potential and streaming trends. The discussion also covers Netflix's pricing power, significant investment in programming, and financial challenges, including cash flow issues and reliance on the debt market. The overall narrative emphasizes the importance of subscriber growth and profitability for Netflix's long-term success.

How has Netflix's pricing power affected its subscriber growth?

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What is the expected free cash flow loss for Netflix this year?

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