The landscape has certainly shifted over the last five years, let's call it. We're now in an environment where there's much greater competition. There leaser ten servie s that have at least 15 million subscribers. Netflik is the clear leader, with the total number of subscribers. But i do think that the the guidance for c two is maybe, if we're rank ordering the factors of of what is shocking wall street annalysts, it is the guide down.
For the first time in over a decade, Netflix had a quarterly net-loss of subscribers and shares fell more than 35%. (0:20) Tim Beyers discusses: - The growing competition in video streaming - Shares of Roku and Disney falling as well - How investors should think about the growth prospects for Netflix - Lululemon Athletica's plan to double its annual revenue in the next five years
(15:30) Ricky Mulvey talks with Motley Fool senior analyst Sanmeet Deo about Xponential Fitness, a small-cap company rising in the boutique space.
Stocks discussed: NFLX, ROKU, DIS, LULU, XPOF, PLNT
Host: Chris Hill Guests: Tim Beyers, Sanmeet Deo Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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