netflix earnings call live

And so an idea that we're excited about, and we'll see how it goes, but we think that giving everyone in a country access to Netflix for free for a weekend could be a great way to expose a bunch of new people to the amazing stories that we have, the service, how the service works, really create an event and hopefully get a bunch of those folks to sign up. In 2018, Netflix's GAAP marketing spend rose 65% to $2.37 billion. And Spencer, from the financial side, anything significant right now, that’s top of mind for you relative to where we were this time last quarter? The things we are certain of is the Internet is growing. On the flip side, it forecasts 7.3M international paid net adds, which is above a 6.37M consensus. Spence? And they feel like it’s kind of building on the heat that started way back with, no pun intended, with the Fyre documentary that kind of exploded at the level that we’ve seen with Tiger King. Like you say, we've got lots of hits, and we have The Crown coming up and kind of big returning series, we have Witcher coming up. Any reproduction, redistribution or retransmission is expressly prohibited. Yes. We're not dependent on the App Store for discovery. Well, this shows why Spence and I get along so well, is Unorthodox and number blackAF were also my picks. And I guess also, if you could contextualize guidance for next year, you did point out that paid net adds will be down next year, first half, at least based on your expectations. 4:00 p.m. Netflix's results are out. Netflix will have more originals in 2020, but things could slow down in 2021. Yes! And she also orchestrated to bring You on as a Netflix Original and delivered that first great season of Witcher. And based on that testing and that actual performance, we've shifted those tactics, as you noted, in many, many countries, including the United States. And you mentioned it was deliberate and you needed an entertainment company CFO, and therefore, it was time for a change. That's above a consensus of 8.2M. And 2019 will still be our maximum negative year. And obviously, this mobile plan is a recent one. And we’re both going to do great work. In the long term, we think our push into the programming that people love is what we’re trying to do, and we’re trying to make that more frequently than we buy it. So think of it as like a big general diffused model, and then you're just seeing a little surface variations that are happening. TheStreet's Eric Jhonsa is live blogging Netflix's Q2 earnings report and video call with analysts. Questions can be submitted to them on email at rgreenfield@btig.com and Julia.boorstin@nbcuni.com, or Twitter on @RichBTIG and @JBoorstin. So if this gets pushed out another quarter, potentially a lot of movies will probably come to you or Amazon or somebody else. So we’re focused on maintaining that accessibility, but really delivering value. Recently, there have been headlines around the Google Play Store changes in payment terms, especially for in-app purchases. 4:51 p.m. Welcome to TheStreet's live blog of Netflix's fourth-quarter earnings! And we have seen our ability to grow a show that was on another network or a smaller outlet pretty meaningfully, but we've not necessarily seen it the other way around when we've experimented in the past with things like actually with Narcos, when we licensed it to Univision in the past, trying to get people to try to sample the show. So think about it as we’re in the same uncertainty that everyone else is. Or is that just me reading too much into some of these comments? Or how much of that could become a tough comp next year? And I’d say, in terms of things I’m looking forward to, there’s a whole bunch. 4:21 p.m. A key reason Q4 revenue slightly missed estimates even though subscriber adds beat: Netflix's average selling price (ASP), which has been hurt by a strong dollar's impact on international ASPs, rose just 3% annually. So how should we think about the cadence of price increases going forward given that productions are restarting now? We compete for time against TNF, TikTok and YouTube as well as HBO as well as Fortnite. First question is to new CFO Spencer Neumann and his priorities going forward. So there may be some timing impacts here. Executives trot out jargon-laden statements carefully honed for their non-committal blandness, while analysts vie with each other to ask the most technical questions they can about the most recondite parts of the company’s business, all on a conference-call line that makes the speakers sound as if they’re sitting under a bathtub. Thank you, Spencer, and thanks, everybody, for joining us. Our aspiration is to eventually be self-funding (i.e. Got it. Kannan Venkateshwar -- Barclays -- Analyst. How much is too much? And people want entertainment. It has all kinds of relationship implications if I pick 2.

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