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Resad Mirzeliyev
Resad Mirzeliyev
#NetflixQ3AdsAndMargins *Netflix Q1'26E Beat - Short Summary:* *1. Ads:* >50% of new sign-ups on ad-tier + Oct price hikes = higher ARPU. *2. Live/Sports:* WWE/NFL/Boxing drove low churn + 8-10M net adds into Q1. *3. Extra members:* 2-3M more paid sharing adds at 100% margin. => $10.25B -> $10.78B
Will Netflix (NFLX) beat quarterly earnings?
-0.99%
持仓Yes | 43.79 份额
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