NFLX/short
Netflix engagement is cracking; internal worry about declining usage forces costly live TV and bundle pivots that compress margins.
Netflix executives are increasingly worried about declining engagement and are exploring adding live TV and bundling streaming services like Peacock
Peak+0.7%
META/long
Short-form video (Reels, 1-2 min clips) is capturing the attention that used to go to 30-90 min long-form streaming, and Meta is the biggest beneficiary.
shorts of @theallinpod are growing very quickly. And overall usage ramp shows this kind of content driving a huge portion of our growth.
Peak+0.8%