Ad Tier ExpansionThe advertising tier is expected to drive revenue growth for several years and limit churn, lowering pressure on adding new subscribers.
Live Events StrategyThe disclosure of 60M households watching the Paul - Tyson fight is viewed as a major breakthrough for NFLX's live events strategy and a catalyst for attracting ad dollars away from the $50B+ US Linear TV market.
Subscriber Base And GrowthNetflix's huge advantage is its subscriber base, as it can justify investment in content that appeals to 'only' 10% of its audience, which totals nearly 300 million households.