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Why Netflix Keeps Winning the Streaming Wars
Netflix has won the streaming wars, but the real story is how it stays ahead. In this episode, Lucas and Luna break down the numbers behind Netflix's latest quarter—over 300 million subscribers, record margins, and a free cash flow engine that funds everything from live sports to gaming. They explore the advertising tier's surprising growth, the password-sharing crackdown that turned churn into revenue, and why Netflix's content flywheel makes it nearly impossible for rivals to catch up. With Bill Ackman jumping back in, they ask: is Netflix a growth stock or a compounder? And…
The skinny
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