Netflix releases useless data, but still considered the gold standard

Dan Rayburn on why Netflix's recent data release is more useless than unprecedented (0:20) and why NFLX is still the industry's gold standard (4:35). This is an abridged version of two recent conversations.Episode transcriptsShow Notes:Netflix reveals what we watched & for how long with new data setDisney, Warner Bros. among those to feel 'direct consequence' of Hollywood strikes in 2024Amazon Prime is getting ads. How does it stack up versus the other streamers?For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions