TVREV’s Alan Wolk was on Cheddar News this morning talking about why Netflix’s subscriber losses are not as bad as Wall Street thinks they are, how Netflix let the narrative get away from them, especially around the launch of their ad-supported tier, something Wolk says they must have realized was inevitable for years, given their global expansion plans, and what to expect from Netflix advertising when it does launch.

All in just nine minutes and 23 seconds.