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A comment on Netflix's New Chapter. Parent comment

Re:Netflix's New Chapter by publicola1990 on Monday January 23, 2023 @12:43PM (#34492188)
What about the state of affairs in emerging markets, which are likely going to be bigger revenue source than US/Europe in the not too distant future?

Also what about (live) sports coverage? Does Netflix have a strategy there? For many subscribers it is appealing if their streaming service carries sports coverage.

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Re:Netflix's New Chapter by scarface74 on Monday January 23, 2023 @12:45PM (#34492235)
The ARPU is a lot smaller and the article even calls out that different markers want local content meaning that content costs will also grow.
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Re:Netflix's New Chapter by publicola1990 on Monday January 23, 2023 @12:50PM (#34492300)
ARPU could be smaller but the user volumes would be much higher. In absolute terms it could be a significant portion of revenue. Netflix perhaps is not doing as well in these markets, presently.

There are reports that Netflix is doing badly in India, for example, which is a massive potential market.

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Re:Netflix's New Chapter by scarface74 on Monday January 23, 2023 @12:54PM (#34492368)
Revenue - yes

Profit - no

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