- net additions 21H1 slow due to pull forward and delayed slate dynamics plus typical seasonality
- biggest competitors linear TV & YouTube
Targets 2021
- to spend >$17b cash on content
- oper margin 20%
- to maintain $10-15b in gross debt
- to launch SBB $5b 21Q2
- password sharing crackdown will not be aggressive
- plans movies based on Sony IP based on distr deal [see 210408]
Viewing stats first 28 days
- series
- Firefly Lane 49m
- Cobla Kai season 3 45m
- Fate: The Winx Saga 57m
- Ginny & Georgia season 1 52m
- movies
- I Care A Lot 56m
- YES DAY 62m
- Outside the Wire 66m
- To All the Boys I’ve Loved Before (final movie) 51m
- foreign productions
- Below Zero (Spain) 47m
- Space Sweepers (S Korea) 26m
- Squared Love (Poland) 31m
- Who Killed Sara? (Mexico) 55m
- Lupin (France) 76m
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