Late last week, Ensemble’s CIO Sean Stannard-Stockton joined CNBC for an update on the state of Netflix. During the interview, Sean discussed:

• The significant structural advantage Netflix has over all other streamers when it comes to advertising supported streaming subscriptions which allows them to show fewer ads while generating more revenue.
• The rollout of the password sharing crackdown in the United States and why this will support Netflix’s cash flow growth.
• Why Netflix’s competitors have used the company’s recent growth struggles as reason to back off their own streaming plans rather than leaning in to compete with Netflix.

Click on the image below to watch the full interview.

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