[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Massive Moats [@massivemoats](/creator/twitter/massivemoats) on x XXX followers Created: 2025-07-25 23:59:22 UTC During Netflix’s Q2 2025 Earnings Call, an analyst asked whether Netflix’s management team is considering the introduction of additional subscription tiers that would offer exclusive access to specific content. Greg Peters, Co-CEO of Netflix, responded: “I’ve learned to never say never. So, I would say we remain open to evolving our consumer-facing model. […]” Personally, I only use Netflix to watch some of the better, high-quality series it produces. As a result, my cost per hour of viewing is higher than that of the average Netflix subscriber. However, I do not mind this, as I still perceive a significant consumer surplus relative to the cost of the hours I watch. I would even be willing to pay a substantially higher price if Netflix were to release a Christopher Nolan–quality series every quarter, for example. The production costs for high-quality series may be higher than those for lower-budget productions, but I believe customers’ willingness to pay a premium for such content is also considerable. In addition, these series would likely have a much higher residual value, as I—and others in my circle—sometimes rewatch series from the past. If Netflix were to continue to build an IP library with a portfolio of exceptionally strong titles, it would significantly strengthen its moat. I wonder, what are your thoughts on this? And how much would you be willing to pay monthly for a potential “Pro” tier of Netflix if it were to become available? $NFLX  XXX engagements  **Related Topics** [greg](/topic/greg) [quarterly earnings](/topic/quarterly-earnings) [$nflx](/topic/$nflx) [stocks communication services](/topic/stocks-communication-services) [Post Link](https://x.com/massivemoats/status/1948895887184286048)
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Massive Moats @massivemoats on x XXX followers
Created: 2025-07-25 23:59:22 UTC
During Netflix’s Q2 2025 Earnings Call, an analyst asked whether Netflix’s management team is considering the introduction of additional subscription tiers that would offer exclusive access to specific content.
Greg Peters, Co-CEO of Netflix, responded: “I’ve learned to never say never. So, I would say we remain open to evolving our consumer-facing model. […]”
Personally, I only use Netflix to watch some of the better, high-quality series it produces. As a result, my cost per hour of viewing is higher than that of the average Netflix subscriber. However, I do not mind this, as I still perceive a significant consumer surplus relative to the cost of the hours I watch.
I would even be willing to pay a substantially higher price if Netflix were to release a Christopher Nolan–quality series every quarter, for example. The production costs for high-quality series may be higher than those for lower-budget productions, but I believe customers’ willingness to pay a premium for such content is also considerable. In addition, these series would likely have a much higher residual value, as I—and others in my circle—sometimes rewatch series from the past.
If Netflix were to continue to build an IP library with a portfolio of exceptionally strong titles, it would significantly strengthen its moat.
I wonder, what are your thoughts on this? And how much would you be willing to pay monthly for a potential “Pro” tier of Netflix if it were to become available?
$NFLX
XXX engagements
Related Topics greg quarterly earnings $nflx stocks communication services