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On today's episode, we discuss how much Netflix's new ad tier has helped subscriber growth, how the impending launch of its password-sharing initiative will play out, and what happens now that Reed Hastings has stepped down as CEO. "In Other News," we talk about how Peacock can right the ship and how many streaming services the average American subscribes to. Tune in to the discussion with our analysts Daniel Konstantinovic and Paul Verna.

I mean looking at some of these contracts, especially the NBA, it's going to be a game over here on Netflix. Do I also have to have Hulu for a couple of games and where the playoffs going to be? We've seen the same in baseball and football as well.

I was looking this up and a standard Netflix subscription in the EU costs about 12 euros. So if you compare that to Meta's plans, it's around the same amount. I think that might price out a lot of people. Might not necessarily be a bad thing for Meta if more people choose to stay on the ad-based version of the site.

I mean, we talk so much about how TikTok is taking on Instagram, Snapchat, YouTube, Netflix, you name it. But for the entire time that I've been following TikTok, the way that I've really been thinking of it unfolding is, it's really TikTok versus everyone else.

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Netflix has a massive audience. Hulu has a surprisingly big audience, and Facebook still does too. So considering so many people spend at least some time per day on all of those platforms, they have more time spent than TikTok does by a pretty significant margin. But everybody wants, it's understandably, it's more interesting for some marketers to look just at what the users themselves are doing.

As he mentioned, and we agree, only Netflix draws more time and attention from its users than Hulu does among this category. TikTok also would be ahead of Hulu, but they probably don't consider TikTok to be direct competitor. Hulu way, way ahead of platforms like Amazon Prime Video and Disney Plus, which is relevant to this conversation.

Sure, they're getting a decent amount of a bump in sales, but it does seem like no one's really able to, the way Netflix released a streaming service and others are playing catch up, there are some which are starting to get relatively or close-ish to Netflix.

I do think that overall this creator formula that YouTube has is a very strong reason behind their success because what's held back companies like Netflix and Amazon and the big legacy networks is just the amount of money that they spend creating professionally produced content. Marcus Johnson (16:08):. Very nice. All right, so Oscar, sounds. Oscar Orozco (16:10):. Like we were pretty close there,.

Peacock lost 3 billion recently, so Netflix and Hulu, the only ones actually turning a profit at this point. Oscar Orozco:. Yeah, exactly. I mean, and it is that race to the bottom.

I do think that overall this creator formula that YouTube has is a very strong reason behind their success because what's held back companies like Netflix and Amazon and the big legacy networks is just the amount of money that they spend creating professionally produced content. Marcus Johnson (16:08):. Very nice. All right, so Oscar, sounds. Oscar Orozco (16:10):. Like we were pretty close there,.