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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.
by Chris Cheetham
April 2022 · 5 min read
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.
April 2022 · 9 min read
Spotify and Apple Music lead the revival of the recorded music industry
July 2018 · 7 min read
A homegrown success story
by Quinton Ivan
July 2018 · 9 min read
Thriving in a highly regulated industry
by Siphamandla Shozi
April 2018 · 7 min read
Earning its stripes
by Graydon Wilson
Well positioned in an evolving environment
by Anton De Goede
January 2018 · 7 min read
The next generation of big bets
by Humaira Surve
January 2018 · 8 min read
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