Chris Palmeri

speaker

54 appearances 1 recordings 1 series first heard Jan 2026 last heard 20 Jan

Chris Palmeri’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.

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We all wondered how big a deal that was going to be.

They said it was $1.5 billion last year.

That's only about 3% of their overall revenue.

But they said the number was going to double this year.

So that part of it's growing.

So as long as they can keep the prices climbing and the subscribers growing and the ad sales coming, they're going to see that revenue growth.

Right.

Well, I think the big story of last year really was that everybody raised prices and we didn't see huge defections of subscribers.

And it's certainly getting to the point where it's getting very pricey.

Netflix has kind of been like the video utility.

That's the one you can't cancel.

It's got just about the lowest churn rate of subscriber cancellations of any of the big ones.

how long can it continue to do that?

And maybe they would say, if we have Warner Brothers, it's going to be a long time.

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