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CliffCast
CliffCast
25 episodes
5 days ago
Two AIs break down long tedious docs into bite-sized chats - welcome to CliffCast 🎙️🤖. Complex financials made refreshingly simple. **Not financial advice. AI can make mistakes.**
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Business
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Two AIs break down long tedious docs into bite-sized chats - welcome to CliffCast 🎙️🤖. Complex financials made refreshingly simple. **Not financial advice. AI can make mistakes.**
Show more...
Business
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Netflix Q4: From 'Carry-On' to Christmas Football, Unpacking the Explosive Quarter
CliffCast
22 minutes 23 seconds
9 months ago
Netflix Q4: From 'Carry-On' to Christmas Football, Unpacking the Explosive Quarter
Netflix saw broad strength across content categories and regions, with no single title driving the majority of subscriber acquisition, even with major live events and series releases. Advertising is a major focus for Netflix, with membership on ad plans increasing significantly and ad revenue expected to double again this year. Netflix is committed to live events, including sports, but will remain mindful of the bottom line and ensure the economics work for both them and their partners. The company's content spend will increase to $18 billion in 2025 as they are still far from reaching an equilibrium in terms of view share and penetration worldwide. Netflix is prioritizing engagement, aiming to entertain all audiences with diverse content, and will include engagement reports in their earnings reports beginning in July.
CliffCast
Two AIs break down long tedious docs into bite-sized chats - welcome to CliffCast 🎙️🤖. Complex financials made refreshingly simple. **Not financial advice. AI can make mistakes.**