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Retail roundup, Online Advertising, and Coca-Cola’s Latest Buzz

Oct 18, 2019
Netflix showcases impressive international growth but faces stock struggles due to domestic challenges. UnitedHealth celebrates strong earnings, while Coca-Cola sees a revenue surge fueled by zero-sugar options and coffee blends. The panel dives into the retail sector's holiday outlook and the evolving landscape of online advertising. They discuss key financial results and strategies from major players, plus explore intriguing innovations in the SaaS market. Finally, the humor flows as they reflect on technology's role in the upcoming election and quirky promotions.
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INSIGHT

Netflix's Mixed Q3 Results

  • Netflix's international subscriber growth exceeded expectations, driven by investments in international programming.
  • However, overall subscriber growth slightly missed guidance for the second consecutive quarter.
INSIGHT

Netflix's Challenges and Opportunities

  • Netflix anticipates near-term headwinds due to the launch of Disney Plus and Apple Plus, increasing competition in the streaming market.
  • The company's focus remains on international growth and original content, particularly international productions.
INSIGHT

Intuitive Surgical's Growth Drivers

  • Intuitive Surgical's success is driven by finding new ways to integrate its robotic systems into hospitals.
  • The company's focus on augmented reality, through its IRIS system, helps train physicians and improve surgical procedures.
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