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7 points

The market is so short sited. Sure, Netflix saw a bump in subscribers last quarter, but what were the cancellation numbers in the same quarter? I never got to see that info. I’m sure there’s more than a handful of people that didn’t mind spending $10 to finish the series they were binging, just to cancel the subscription shortly after. If you have more subscribers and more cancellations, does it really matter?

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8 points

All that matters is how you frame your situation to your investors.

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