2024. 1. 25. 06:42ㆍ경제이슈 시황정리
It's already been predicted, but Netflix is becoming a "TV" in itself.
Netflix added 13.1 million subscribers in the fourth quarter alone (which was also largely due to the global ban on off-duty sharing), and now has 260 million subscribers worldwide. During the earnings announcement, it also announced that it has secured broadcast rights for RAW, WWE's weekly show, for a 10-year contract of $5 billion.
With the earnings announcement and the acquisition of WWE content, it seems to have completely cemented its status as a TV for people around the world. Now, Netflix is becoming a necessity for many who are not the subject of choice.
And beyond proving "Don't doubt Netflix."
The question now is what will happen to the content "platform" (yes, Netflix is a platform) that has become a market where winners monopolize everything. Even in the market, if Netflix becomes a "TV" that has replaced cables, what will happen to the ecosystem.
It's already had a huge impact, but it looks like Netflix's stock could keep going up for a while.
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