TECH - Netflix Delay In Bringing Up AI At Earnings Call Didn't Escape Gene Munster: 'Not An AI Company' | Benzinga
Deepwater Asset Management’s managing director Gene Munster noted Netflix Inc.’s (NASDAQ:NFLX) late reference to AI during the company’s earnings call, saying that the streaming behemoth doesn’t have AI at its core.
What Happened: Munster took to X, formerly Twitter, on Thursday, and said that it took 27 minutes for the term “generative AI” to be mentioned during the Netflix earnings video.
He noted that the company’s approach to AI was largely as expected, with an emphasis on enhancing targeting and improving the tools for superior content creation.
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Munster’s main takeaway from the call was ...