The Streaming Pivot

Kill your cash cow or let someone else do it?

Twenty-four million envelopes moving through the mail every week. A warehouse in Fremont that never quite stops. And on the laptop open in Los Gatos, a spreadsheet arguing that the thing keeping the lights on will be a legacy product inside three years — if Hastings is the one brave enough to say so. Wall Street is not ready to be told. Neither, quite, is the board.

Your Seat

CEO, Netflix

4 decisions · entertainment

cc: Board of Directors, Legal, CFOPAGE 1 · NETFLIX-2011