Subject: Re: Sum of the Parts
For comparison

          Revenue     Valuation      Multiple
YouTube $36.1B $360B?? 10x??
Netflix $39.0B $391B 10x

TTM Q4 Q3 Q2 Q1
YouTube 36.14 10.47 8.92 8.66 8.09
Netflix 39.00 10.25 9.82 9.56 9.37

So last quarter was the first time YouTube exceeded Netflix revenue... a milestone worth noting for sure!

tecmo
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