Articles about
Investment case

While the uncertainty has increased and the range of outcomes is greater, the long-term opportunity remains, with Netflix still being the clear market leader in an industry with strong structural tailwinds.

Netflix’s scale, ongoing product innovation and strong execution set the company up well for sustained leadership in an industry that continues to shift online at accelerating pace.

Spotify and Apple Music lead the revival of the recorded music industry

A homegrown success story

Thriving in a highly regulated industry

Earning its stripes

Well positioned in an evolving environment

The next generation of big bets