Netflix Earnings, Netflix Won't Want to Be Compared to YouTube

Today's Above Avalon daily update includes the following stories:

  • Netflix Earnings

  • Netflix Won't Want to Be Compared to YouTube

The CY2Q23 earnings season covering April to June has officially begun. We kick things off in streaming land with Netflix. The update begins with Neil’s thoughts on Netflix’s earnings. The discussion then turns to why Neil doesn’t think Netflix will want to be compared to YouTube.

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"Barbenheimer" Wins at the Box Office, How Did "Barbenheimer" Do It?, Apple and Messi

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Parsing Iger’s ESPN Comments, ESPN’s Value, Thoughts on an Apple / ESPN Partnership