The Eric Jackson Podcast Eric Jackson

Netflix (NFLX) disappointed investors by missing its own Q218 estimates for US and international subscribers.

The bears’ reaction to that news was that the constantly growing international subscriber story is finally coming to an end.

The bulls’ reaction has been that this quarterly miss is a blip in the still valid long-term growth story.

I tend to agree with the bulls that there is still a lot of international growth ahead for Netflix. To explain why, let’s dive into the details around Netflix’s expansion into Canada 8 years ago and how it’s doing there. Their success in Canada offers a window into why they’re likely to continue to be successful in the other 190 countries they’ve expanded to in the past few years.

Comcast and Disney are fighting to control Fox. There is a lot of misinformation out there about how it will play out and what issues matter most. Eric weighs in with his views are these matters.

Eric discusses why Disney management should present itself to investors as a "Disney as a Service" offering offline and online entertainment for millions of families around the world on a subscription basis. Taking this subscription-based approach would help increase Disney's stock price to $500 billion in 5 years, he argues.

Eric speaks with Wall Street Journal Reporter Ben Fritz about his new book on Hollywood called "The Big Picture: The Fight For the Future of Movies." They cover which of the Hollywood studios are best positioned to fight Netflix, Apple, and Amazon, which will sell, how the movie-making business is different today from even 5 years ago, and how it's likely to keep changing.