Robert [Last Name Unknown]'s questions to Netflix Inc (NFLX) leadership • Q1 2025
Question
Robert [Last Name Unknown] inquired about Netflix's long-term aspirations and growth potential, referencing leaked internal discussions.
Answer
Co-CEO Theodore Sarandos clarified that internal aspirations are not forecasts and reiterated the company's focus on its external guidance. Co-CEO Gregory Peters detailed growth potential, noting Netflix is still a minority of its addressable market in engagement (<10% of TV hours) and revenue (~6% of consumer/ad spend).