Ann: Sky and WarnerMedia expand long term relationship, page-42

Any1 have thoughts about Neon taking more netflix subscribers share,

Stan in aus about 2.3m subscribers , Netflix 5.4m,

compared to 400k Neon NZ, 2.4m Netflix,

In Aus case the Stan is approaching 50% of Netflix subscribers whereas Neon % of Netflix well behind that atm, but one could argue the Neon subscribers could reach 50% NZ share because of potential superior sports coverage coupled with diversified offering (i personally have both netflix and stan as you really cover all bases with both compared to just 1)

In addition the overall numbers for subscriptions will likely continue to grow in themselves, so this coupled with greater %share compared to Netflix growth really gives some qualitiative positives for Neon,
nice that the SP at the moment really doesnt place any valuation on Neon at all.

this tech growth company seems to have been put in the shrinking intrinsic value basket because of Sky but could on its on continue on a nice growth trajectory.