Closing Bell Closing Bell Overtime: Netflix Earnings From Every Angle; Ben Silverman On Streaming Landscape 10/17/24
Oct 17, 2024
Mark Mahaney, an Evercore ISI analyst, provides keen insights on Netflix's earnings and future, focusing on challenging market dynamics. Ben Silverman, former NBC Entertainment co-chairman, discusses the competitive landscape of media and Netflix's strategies. Mark Zagorski, CEO of Double Verify, emphasizes the importance of ad verification in Netflix's advertising approach. Together, they dissect Netflix's subscriber growth, its original content investments, and the broader implications for the streaming industry amid shifting market trends.
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Netflix Stock Drivers
- Watch for Netflix's guidance and potential price increases in the earnings call.
- These factors could significantly impact stock movement.
Netflix Q3 Results
- Netflix beat expectations on revenue, earnings, and subscriber additions.
- The stock's modest initial reaction suggests high expectations.
Chip Sector Divergence
- Taiwan Semiconductor's strong earnings contrast with ASML's weaker results.
- This suggests investor focus on AI-related chipmakers.