Netflix Scores Its Best Third Quarter on Record

The transcript discusses a company's performance, focusing on subscriber growth, particularly international, as a key metric. It highlights the impact of price hikes on churn and the company's strategy to manage consumer expectations. The financial analysis reveals significant cash flow challenges, with the company relying on the bond market for funding. Despite these challenges, the company aims to drive revenue and profits through subscriber growth, with a long-term goal of achieving positive cash flow.

What is the projected timeline for the company to achieve free cash flow positivity?

What is the bull case for the company's future growth?