John Janedis on Netflix

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Last quote by John Janedis on Netflix

Disney's decision to end its distribution deal with Netflix (beginning in 2019) supports our long-held view that content owners will increasingly look to retain content for owned platforms. What is unclear is whether or not the largely staggered impact will affect NFLX's growth in net adds. NFLX's content investment likely assumed some non-renewals.feedback
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Aug 09 2017
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