Instant Reaction: Netflix Records Another Strong Quarter

Dan Morgan, a senior portfolio manager at Synovus Trust Company, shares his insights on Netflix's impressive third-quarter performance. He discusses the surprising addition of over 5 million subscribers despite a constrained programming slate. The conversation highlights the evolving landscape of advertising revenue and how it may shape Netflix's future in a competitive market. Morgan also touches on the challenges investors face as traditional metrics shift, underscoring the significance of subscriber dynamics and pricing strategies.