Bloomberg Businessweek Netflix Says Tax Dispute Hurt Solid Quarter
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Oct 21, 2025 Dr. Gracelyn Baskaran, a strategic expert on critical minerals, discusses the U.S.-Australia partnership aimed at tackling China's dominance in rare earth supply chains. She highlights potential beneficiaries in the minerals market, like Alcoa, as the focus shifts globally. Erik Schatzker, a veteran financial journalist, dives into the $20 billion currency swap between the U.S. and Argentina, analyzing its implications for dollar supremacy and political ramifications. He raises questions about the swap's long-term risks and effects on U.S. interests.
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Operating Margin Is The New Spotlight
- Netflix's operating margin is now the key metric investors watch and missed guidance due to a Brazil tax charge.
- Geetha Ranganathan says absent that one-time expense Netflix would have exceeded margin expectations.
Ads Need Transparent Metrics
- Investors want clearer metrics on Netflix's ad tier and monthly active users.
- Geetha Ranganathan highlights the absence of concrete ad revenue and subscriber updates as a concern.
AI Is A Near-Term Tailwind
- AI appears a near-term tailwind for Netflix, aiding UI and content creation.
- Geetha warns longer-term AI effects remain an investor concern requiring management guidance.