Netflix Well Positioned to Ride Out Hollywood Strikes

Netflix is favorably positioned to keep delivering scripted programming in the face of the prolonged actor and writer strikes thanks to its international production and already produced domestic content, Benchmark analyst Matthew Harrigan says in a research note. A resolution to the strikes could actually weigh on Netflix–all studios and streamers will be affected by the revised higher compensation for actors and writers tied to streaming, and Netflix could see an outsized impact given it is the prime mover for the absence of residuals in streaming compared with traditional TV, the analyst says.

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