Member Mailing #226: Netflix, Disney, & ViacomCBS Look to International for Streaming Growth

But, Is This Bullish Signal Actually a Bearish Signal From All Three?

As I hinted at last week, a recurring macro theme in Q2 earnings calls was international growth. Sara Fischer of Axios has a good summary of how “media giants are planning to launch new streaming services internationally to accrue more subscribers”. 

Fischer frames their challenges as “big media companies will still need to compete with massive tech comp…