TECHnalysis Research: End-of-Covid Blues Hits as Subscriber Numbers Slow Dramatically

The transcript discusses Netflix's challenges post-lockdown, including content delays and subscriber growth issues. It highlights regional growth opportunities and the impact of competition and market saturation. Netflix's future growth strategies focus on content and mobile consumption. The transcript also covers Apple's M1 chip and new product releases, emphasizing the tech industry's challenges like regulation and semiconductor shortages.

What role does connectivity play in Netflix's strategy post-pandemic?

How has consumer behavior changed during the pandemic in relation to Netflix?

What are the implications of the semiconductor shortage for the tech industry?