Netflix is getting salty. They said they're very optimistic about the ad business. It makes sense that this is one more reason to not guide for subs anymore, because it's like there's a whole piece of this that Netflix doesn't know how it's going to go. I think you could almost say, should we celebrate or be scared of salty Netflix?
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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