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How Netflix's Board Handled the Password Sharing Crackdown
In this episode of Boardroom Conversations, Lucas and Luna explore how Netflix's board navigated the controversial decision to crack down on password sharing, a move that reshaped the streaming industry. They discuss the board's role in backing management's risky strategy, the numbers behind the subscriber boost in early 2024, and the broader implications for streaming economics. Lucas breaks down the board's oversight of the transition from a growth-at-all-costs model to one focused on profitability, and how they handled investor skepticism and public backlash. Luna…
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