Falling sensible TV shipments might clarify development 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 shortly emerged amongst many pundits scrutinizing the corporate’s enterprise that the sudden development Behind the disaster was flawed content material technique.

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



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