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Netflix is Growing. Just Not in the U.S.
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Netflix is Growing. Just Not in the U.S.

Unpacking the Q3 numbers as its execs dunk on the competition
BULLS RIDING? Ted Sarandos and Reed Hastings from today’s YouTube pre-taped earnings presentation. (Courtesy of Netflix)

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Netflix took a victory lap on Tuesday with its Q3 earnings report that revealed — surprise! —the company beat its revenue forecast (or, as host Sean McNulty likes to say, Netflix underpromised and overdelivered). In a special episode recorded at Advertising Week in New York, McNulty, Janice Min and Richard Rushfield break down the ad tier (9:00); the streamer’s 2.4 million subscriber growth stagnating in the U.S., but exploding in Asia (1:09); the company’s not-so-subtle roasting of its money-losing competition (5:35); the comeback of Ryan Murphy with Dahmer (6:52) and its dunk on House of the Dragon and The Rings of Power; the streamer’s theatrical plans for Glass Onion (12:26), and Netflix’s commitment to gaming but not sports (21:57).

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Appears in episode
Richard Rushfield
Janice Min
Sean McNulty