Netflix 4Q24 Earnings, Netflix and the NFL, More Netflix Price Hikes
Today's Above Avalon Daily email contains the following stories:
Netflix 4Q24 Earnings
Netflix and the NFL
More Netflix Price Hikes
I have been receiving questions about the latest with AAPL and various reports out of China regarding iPhone demand. While my preference is to stay away from commenting on daily stock price fluctuations, we have now seen about three weeks of a certain trend. Accordingly, we can visit the topic on Thursday.
Today’s update will be focused on Netflix’s 4Q24 earnings. It’s hard to believe, but the next earnings cycle is upon us. There were two takeaways that stood out to me about Netflix’s numbers. We will go into each takeaway in greater detail.
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Netflix 3Q22 Earnings, Netflix Wants a New Narrative, Netflix's ARPU Mission (Daily Update)
Hello everyone.
We are going to talk more about the iPad line tomorrow. There are a growing number of questions as to what Apple announced (and didn’t announce) yesterday regarding the iPad. We will go over where I think Apple may take the iPad line from here.
Today’s update will be dedicated to Netflix earnings. As the company with the most paid subs in video land, at least until Disney provides its updated subscriber total, Netflix results can provide insights as to how the paid video industry is evolving.
Let’s jump right in.
Netflix 3Q22 Earnings
Netflix successfully played Wall Street's expectations game. The 3Q22 paid subscriber guidance that management gave three months ago was very weak. Management was essentially calling for no subscriber growth on a global basis (+1.0M) despite having a strong quarter from a video content perspective.
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