Falling good TV shipments might clarify progress slowdown for Netflix, Roku and different streaming corporations (Chart)


Following Netflix’s “Black Tuesday” announcement on April 19 that it had misplaced streaming subscribers for the primary time in additional than a decade, a consensus rapidly emerged amongst many pundits scrutinizing the corporate’s enterprise that the sudden progress Behind the disaster was flawed content material technique.

Maybe ignored was an element that Netflix first ticked off in its quarterly shareholder letter — the “uptake of linked TVs,” which has slowed considerably world wide resulting from a worldwide provide chain drawback.



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