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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: TIVP059: Netflix (NFLX): The King of Streaming w/ Shawn O’Malley & Daniel Mahncke
Description: Shawn O’Malley and Daniel Mahncke break down Netflix (ticker: NFLX) and discuss whether the company has finally won the streaming wars. While growth looked challenged back in 2022, Netflix has proven resilient in the face of competition and economic slowdowns by leaning into advertising and password crackdowns, with much room left to run internationally.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro
00:13:36 - How Netflix pivoted from mailing DVDs to streaming
00:14:48 - How Netflix killed Blockbuster
00:24:20 - Why the business works so well with two co-CEOs
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