Executive Summary
Netflix co-CEO Greg Peters admitted the company 'doesn't have a way to figure out the math' to determine if spending billions on NFL content would generate measurable business value. This confession reveals a fundamental measurement crisis across streaming platforms that creates both risk and opportunity. Industry expert Dan Rayburn, who tracks 50 public companies in media daily, exposes how streaming services have abandoned critical metrics like Average Revenue Per User (ARPU) precisely when in...
Key Investment Opportunity
Netflix Consolidation Play
Netflix emerges as the pure-play content business while competitors struggle with measurement complexity and bundling fragmentation. The potential WBD acquisition represents defensive positioning rather than growth, but solidifies Netflix's content moat.
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