
All Eyes on Netflix After Make-or-Break Quarter, Plus What’s Next for Twitter 7/19/22
CNBC's "Fast Money"
00:00
I Think the Headlines Are Going to Be a Mess
I think the fundamentals are probably goingto be ugly. I do put some a glimmer or some confidence that even through all that negativity, i think investors have been through so much here. That's 200 million daily active users. If you look at the value d a u relative to meta, and they're down a lot too, but it's trating at almost a 60 % discount relative to that. And so i would say tim is that it's going to be a mess when they report and they guide. They'r goin to blame it on elons e up to par with what he really thinks is priate,. But maybe it's shaken something some good in the company
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