Netflix: The Contrarian's "Bearish" Case About The Streaming Giant's Very Real Vulnerabilities

We all watch Netflix, and we all love it.  After all, what's not to love (especially when we are locked in our homes)?  But, as invincible as this streaming giant seems, it isn't.  No company is.  The Blockbusters and Kodaks of the world remind us of that.  In this provocative episode, Peter takes the bear's contrarian argument about Netflix and its prospects.  He lays out Netflix's very real, and very significant, vulnerabilities.  Peter also identifies potential ways those vulnerabilities can be addressed and risks mitigated.  So can Netflix go it alone in the long-run?  Or will a much bigger fish ultimately swallow it up?  Listen and then place your bets.

Reach out to host Peter Csathy at [email protected] and follow him on Twitter @pcsathy. Also, check out Peter's entertainment, media and tech-focused legal services and business advisory firm Creative Media. You can also sign up for his free newsletters on Substack - "Fearless Media" (all about the future of entertainment, media and tech) and "AI & NFT Legal Update & Litigation Scorecard" (all about the key legal and business issues and cases to track in the ever-evolving worlds of AI and Web3).