Netflix’s earnings were fine, and befitting a mature company whose most exciting days are likely behind them.
Already subscribed?
$15 / month or $150 / year
With Stratechery Plus you get access to the subscriber-only Stratechery Update and Stratechery Interviews, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.
Stratechery UpdateSubstantial analysis of the news of the day delivered via three weekly emails or podcasts.













