Netflix a 'Hold'; Disney Has Great Business Model: Gerber Kawasaki

The video discusses Netflix's recent earnings report, highlighting impressive financial growth despite challenges in subscriber growth in the US. The focus shifts to international expansion as a key growth area. However, Netflix faces financial challenges with negative free cash flow due to high content spending. The discussion also covers Netflix's content strategy, competition with Disney and Apple, and potential revenue sources like advertising and box office sales. The importance of partnerships in Hollywood is emphasized, and the need for Netflix to adapt its strategy to maintain its market position is highlighted.

What criticisms were made regarding Netflix's spending on content?

What strategies could Netflix consider to improve its revenue?

How does the competition from Disney and Apple affect Netflix's market position?