Netflix ($NFLX) Needs International Growth Now, When Will It *Need* Franchise IP?
The market values Netflix's continued international growth, but currently cares little for Netflix's lack of ancillary revenues from franchise IP, for now
The idea for this week's Member Mailing originated during a conference call that I participated in this week with investors and some former Netflix executives. They were very much focused on the first issue as a bullish sign for Netflix's future two years from now (that was how a key question to all participants was framed).
When asked the same question…