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by publicola1990 1249 days ago
What about the state of affairs in emerging markets, which are likely going to be bigger revenue source than US/Europe in the not too distant future?

Also what about (live) sports coverage? Does Netflix have a strategy there? For many subscribers it is appealing if their streaming service carries sports coverage.
1 comments
scarface74 1249 days ago
The ARPU is a lot smaller and the article even calls out that different markers want local content meaning that content costs will also grow.
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publicola1990 1249 days ago
ARPU could be smaller but the user volumes would be much higher. In absolute terms it could be a significant portion of revenue. Netflix perhaps is not doing as well in these markets, presently.

There are reports that Netflix is doing badly in India, for example, which is a massive potential market.

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scarface74 1249 days ago
Revenue - yes

Profit - no

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