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Subhasish Mukherjee

Subhasish Mukherjee

Quartz

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Roku's International Footprint Expands: Can ARPU Growth Accelerate?

ROKU's global expansion and ad push in markets like Mexico and Brazil aim to unlock ARPU growth as monetization ramps and streaming scale nears 100M...

09.04.2026 4

Quartz

Subhasish mukherjee

Strategy's Capital Strategy Drives BTC Growth: Is Upside Sustainable?

MSTR's aggressive capital strategy fuels Bitcoin growth, but reliance on funding and BTC momentum raises questions about how long this rapid expansion...

07.04.2026 7

Quartz

Subhasish mukherjee

Can NFLX's Content Strength Sustain User Engagement & Revenue Growth?

Netflix's content engine drives 96B hours viewed, boosts retention and pricing power, and supports 2026 revenue growth as ads and new formats scale.

02.04.2026 7

Quartz

Subhasish mukherjee