Netflix Business Model & Economics

Former Director FP&A at Netflix & Former Head of Strategy & Finance at Opendoor

Why is this interview interesting?

  • How Netflix models subscriber growth in US and internationally
  • How Netflix looks at pricing and potential long-run ARPU
  • Relationship between content spend and retention
  • How Netflix looks at the return on US and international content spend and an individual show
  • Advantages of Netflix's global scale
  • Risks to Netflix's model and competition with Disney
  • Opportunities for Netflix in gaming, sports and live
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Executive Bio

Bobby Tulsiani

Former Director FP&A at Netflix & Former Head of Strategy & Finance at Opendoor

Bobby has 15 years of experience in scaling consumer technology businesses. He is the Former Head of Strategy and Finance at Opendoor, the leading iBuying real estate company in the US, where he led sales, optimising financing and operational excellence. From 2017-19, during Bobby’s tenure, Opendoor scaled from 2 to 18 markets. Prior to Opendoor, Bobby was Director of Financial Planning and Analysis at Netflix where he was responsible for subscriber forecasting and devising a user engagement KPI framework. Bobby previously worked on NOOK for Barnes and Noble and in Digital Media at Forrester Research.Read more

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Netflix Business Model & Economics(August 5, 2020)

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