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Dan Kernos

Managing Director and Senior Equity Research Analyst at Benchmark Company

Daniel Kurnos is a Managing Director and Senior Equity Research Analyst at Benchmark Company, specializing in Internet, Broadcasting, and Media sectors with a focus on internet merchants, advertisers, and publishers. He covers major companies including Netflix, Vivid Seats, Paramount Skydance, Porch Group, and Expedia, achieving a 48% success rate and an average return of 5.9% per rating according to TipRanks; independent platforms record even higher metrics, with a best call yielding an 800% return on Porch Group and an overall price target met ratio near 53%. Kurnos began his career managing private wealth at UBS, established the equity research department at MSC Financial Advisors, was previously with Stanford Group, and joined Benchmark over a decade ago. He holds dual BA degrees from Cornell University and is a CFA Charterholder.

Dan Kernos's questions to NETFLIX (NFLX) leadership

Question · Q3 2025

Dan Kernos asked about Netflix's recent partnership with Spotify and the company's strategy for aggressively building out the podcast category.

Answer

Co-CEO Greg Peters described the Spotify deal as a video co-exclusive partnership for curated top podcasts, aiming to broaden entertainment options. He stated that Netflix will build out this category based on member demand signals, integrating high-quality video podcasts to reinforce its value as a comprehensive entertainment service.

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Question · Q3 2025

Dan Kernos asked about the implications of the recent Spotify partnership and Netflix's strategy for building out the podcast category.

Answer

Co-CEO Greg Peters described the deal as a video co-exclusive partnership with Spotify for a curated selection of top podcasts. He stated Netflix will build out this category based on member demand signals, viewing it as an opportunity to integrate high-quality video podcasts to broaden the Netflix offering beyond films, series, live events, stand-up, and games, reinforcing its value as an entertainment service.

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