Welcome to the Vested Finance podcast!
In this session, we will be discussing Netflix's Q4 2020 earnings announcement and will also do a comparison between two of Netflix's biggest rivals: Amazon and Disney+. Several of the topics discussed in this podcast are covered in our blog post (see link below).
Date uploaded: Wednesday, 27th January 2021
Co-hosts: Darwin Arifin & Kaihan Lin
Show Notes:
(0:30) A few key highlights!
(1:38) Positive FCF: So what?
(3:07) "To issue and sell or to choose debt?" That is the question.
(4:53) Positive FCF: How did Netflix get here?
(7:16) Achieving sustainable cash flow
(8:31) Competition: Does it even matter anymore?
(13:21) Disney+: A formidable foe
(14:46) Determining the valuations of Disney+ and Netflix
Click here to access Vested's blog post on Netflix's Q4 2020 Earnings.
Blog: https://vested.co.in/blog/
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