3 ms·
Your model might be too simplistic. It’s more like Net Margin (Netflix + HBO) > Net Margin (Netflix | separate HBO)
by whiplash451 11mo ago
Your model might be too simplistic.
It’s more like Net Margin (Netflix + HBO) > Net Margin (Netflix | separate HBO)
- Dylan16807 11mo agoWell all the content costs don't change, and they can combine CDN servers anywhere it makes sense regardless of whether it's one service or two. So revenue and margin numbers should track pretty tightly.