Netflix said it's not going to be providing guidance on subs anymore. The advertising component is going to be massive here, and because it's going to bemassive, it makes more sense to report on revenue rather than subscriber editions. They're just going to keep sharing the same metrics they have always shared. And there were some interesting comments during the call yesterday that I think reassures me, Chris.
Netflix surprises Wall Street and throws down the gauntlet at streaming competitors.
(0:21) Tim Beyers discusses: - 3rd-quarter profits, revenue, and subscriber growth coming in higher than expected - Optimism around Netflix's new ad platform - Why he believes the stock is fairly valued (with room to run)
(11:00) Nick Sciple and Jim Gillies discuss the business of World Wrestling Entertainment and how the company may be preparing itself to be acquired.
Companies discussed: NFLX, DIS, AAPL, WWE, CMCSA
Host: Chris Hill Guest: Tim Beyers, Nick Sciple, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd
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