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Netflix, Inc. (NFLX) UBS Global Media & Communications Conference Transcript

Netflix, Inc. (NASDAQ:NFLX) UBS Global Media & Communications Conference December 10, 2024 4:30 PM ET

Company Participants

Ted Sarandos – Co-CEO

Conference Call Participants

John Hodulik – UBS

John Hodulik

Okay. Thank you all for joining us. Again I’m John Hodulik the media and telecom team and very happy to introduce our next and final speaker today, Co-CEO, Ted Sarandos from Netflix. Ted thanks for being here.

Ted Sarandos

Excellent, thanks for having me. It’s like a holiday tradition.

John Hodulik

Absolutely. So before we get going, Ted brought along a quick video that we’re going to watch and then we’ll get into the Q&A.

[Commercial]

Here we go, awesome.

Ted Sarandos

Netflix effect.

John Hodulik

Yes in the morning. You would have got everybody pumped up. Yes, exactly. So that was a great selection of content. So why don’t we dig into the content side. Yes, sitting here at the end of this year, you guys had a great year in 2024. What are you excited about for 25?

Ted Sarandos

Well, 2024 is not even over yet, so we’ve got. Thank you. We have had a great run this year and we’ve got, we’re going to end the year launching the return of our biggest show in our history, maybe the biggest show in television history, The Squid Game 2, which is following a day of NFL football for the first time on Netflix on Christmas Day. So we’ve got a really good way to go out with a bang for the rest for this, for 2024. And in 2025, we have an embarrassment of riches. I mean, it’s the probably the most strong slate of programming we’ve had since we started doing original programming.

I say that because it’s unimpacted by COVID delays, unimpacted by strike and all

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