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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
by publicola1990 4y 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.
- scarface74 4y agoThe ARPU is a lot smaller and the article even calls out that different markers want local content meaning that content costs will also grow.
- publicola1990 4y agoARPU 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.
- scarface74 4y agoRevenue - yes Profit - no