Ampere Analysis: Netflix profit is a drama of two halves

To date, Netflix has lived by the mantra users first, profit second.

It has concentrated on driving subscriber growth, and in doing so, created an increasing Free Cash Flow (FCF) deficit. Last year that deficit stood at over $2bn. A new report from Ampere Analysis suggests that an ARPU growth of just $1.68 a month would render Netflix FCF neutral, pleasing recently disappointed stock markets. Here the research firm previews what’s coming next in part two of this unfolding drama.

Source: Ampere Analysis: Netflix profit is a drama of two halves

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