Eric Clark

speaker

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

Eric Clark’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

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

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You know, Netflix is the first place that people generally start.

That gives them that pricing power.

And then we bolt on the Paramount for the land man and, you know, Mayor of Kingstown, et cetera, and, you know, HBO Max, et cetera.

But, you know, the assets in Warner are so powerful and they are in the best hands with Netflix.

Well, I think they're just going to go back to the same playbook that has, you know, driven 17 percent annual subscriber growth for the last decade.

I mean, they're just nobody can compete with them on the content spend.

So they're just going to go back to doing the spending.

Maybe they do some tuck in acquisitions.

You know, it's it's hard to know.

But, you know, you have to give management the benefit of the doubt.

They've done, generally speaking, a pretty amazing job building this brand.

And so you have to assume that they're going to continue making solid decisions.

And you're getting a stock that's 30% off the highs with strong free cash flow.

I know they will continue to grow margins.

They will continue to grow subscriber growth.

The ad tier is growing like a weed.

So there's just a lot to like here.

So I love this thing on a dip.

No, I don't think so.

They will continue to bring out other stuff.

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