Jason Helfstein, Oppenheimer Managing Director, discusses his bullish case on Netflix cracking down on password sharing. You can watch the full interview here. Key video highlights 00:00 On how crackdown will benefit revenue 00:11 Password sharing among affluent people 00:30 On crackdown being a 'net positive' 00:45 On different Netflix tiers
Jason Helfstein, Oppenheimer Managing Director and Head of Internet Research, shares his thoughts on the impact of Netflix's password-sharing crackdown.
Disney's (DIS) first-quarter fiscal 2023 results are likely to reflect stalled Disney+ subscriber growth, as well as the strong contribution from the Avatar sequel.