The business
The world's largest subscription streaming service, with a global catalogue of original series, films and live events, and a growing advertising-supported tier.
FINANCIAL OVERVIEW
What it is and why we own it.
Role in the portfolio
A scaled consumer-subscription platform with improving margins and free cash flow.
What drives the numbers
- Revenue growth and average revenue per member
- Advertising revenue ramp
- Operating margin against content spending
- Free cash flow
Key risks
- Heavy and ongoing content investment
- Competition from other streamers and short-form video platforms
- Subscriber growth maturing in core markets
CHART
Price and technical analysis.
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Technical summary
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Company profile
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FUNDAMENTALS
Financials, live.
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