Rich [Last Name Unknown]'s questions to Netflix Inc (NFLX) leadership • Q1 2025
Question
Rich [Last Name Unknown] asked about Netflix's strategy across several content areas, including its approach to live sports, the potential for video podcasts, and the performance of its in-house animation division.
Answer
Co-CEO Theodore Sarandos stated the live strategy is unchanged, focusing on big cultural events that make economic sense, like the NFL Christmas games. On podcasts, he noted the lines are blurring with video and expects some to find their way to Netflix. Regarding animation, he acknowledged hits and misses, highlighted the high demand for animated films, and mentioned a promising slate through 2027.