medianexis.

FT: Netflix’s hit drought stokes doubts about its $300bn valuation

The FT reports that Netflix faces mounting investor pressure as a dearth of breakout hits raises questions about whether its content slate can justify a market valuation near $300 billion.

Why it matters. Without a reliable hit pipeline, Netflix risks slower subscriber growth and must justify its valuation through other levers like price increases or ads.

Signal from ft.com · read the original.

All gas. No brake. Free.

What’s happening, why it matters, who reported it, who followed, and how the story develops. Free with a reader account. Unsubscribe any time.

Continue free →

More from Streaming

All →

Netflix launches ad-conversion Pixel, adds The Trade Desk as DSP partner

AdExchanger reports Netflix unveiled a Netflix Pixel for conversion tracking and audience targeting, and will add The Trade Desk as a programmatic DSP next month, announced the same morning Netflix reported Q3 earnings showing ad revenue growth fell short of expectations.

F1’s Apple TV deal shows sports rights buyers value more than ad dollars

Madison and Wall reports F1’s U.S. rights moved from ESPN to Apple TV in a 5-year deal worth roughly $150 million annually, up from $90 million under ESPN, even as early viewership figures have declined under the subscription paywall.

Spotify’s ad business still lags despite record user growth

Simon Owens writes that Spotify keeps posting strong earnings and user growth, yet its advertising business stays stuck. He argues audio ads can’t scale across platforms like display or video, and Spotify’s paying subscribers are largely ad-free anyway.