South Africa - Institutional
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
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