Closing Bell

Closing Bell Overtime: Netflix Reports Q2 Numbers With An Update On Its Ad Business; Managing Red vs. Blue Portfolio 7/18/24

Jul 18, 2024

Former NBC Entertainment Co-Chair Ben Silverman analyzes Netflix's Q2 earnings and the entertainment industry, DoubleVerify CEO Mark Zagorski discusses Netflix's ad tier, and Evercore's Julian Emanuel talks about managing a red vs blue portfolio as the election approaches.

42:32

Creator website

Episode guests

Ben Silverman

Mark Zagorski

Julian Emanuel

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Netflix's Q2 earnings beat estimates, but challenges in ad monetization persist.

Slow introduction of new ad formats aims to balance revenue and subscriber experience.

Investors react to Netflix's cautious approach to ad revenue and its impact on financial performance.

Deep dives

Netflix Reports Strong Earnings with Subscriber Growth

Netflix releases a solid earnings report with strong subscriber growth, beating estimates. The company's ad-supported subscriber base is growing, but supply is outstripping demand for ad inventory. With slow and cautious introduction of new ad formats, Netflix aims to ensure a balance between revenue generation and subscriber experience.

Intro

2min

Netflix's Second Quarter Results and Market Analysis

12min

Earnings Reports of Intuitive Surgical and PPG Industries, Netflix Insights, and Market Predictions

3min

Netflix's Financial Performance and Content Strategy

6min

Analyzing Netflix's Ad Strategy, Presidential Race Updates, and Market Portfolio Insights

2min

Political Factors and Market Performance

4min

Interplay between Bond and Equity Markets

3min

Comparing Treasury Yields to Dividend Stocks, Netflix's Growth in Ad Tier, and Market Conditions

12min

Discussion on Upcoming Earnings Reports, Netflix's Ad Business, and Infrastructure Spending

2min

Netflix shares fell immediately following its Q2 earnings report but slowly pared the losses over the next hour. Former NBC Entertainment Co-Chair Ben Silverman breaks down what the latest numbers mean and the broader state of the entertainment industry while DoubleVerify CEO Mark Zagorski, a ad partner of Netflix, breaks down the ad tier. Plus, Evercore’s Julian Emanuel on managing a red vs blue portfolio as the election draws closer.

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Closing Bell

Closing Bell Overtime: Netflix Reports Q2 Numbers With An Update On Its Ad Business; Managing Red vs. Blue Portfolio 7/18/24

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Netflix Reports Strong Earnings with Subscriber Growth

Challenges in Ad Monetization and Format Testing at Netflix

Market Reacts to Netflix's Approach to Ad Revenue

Future Outlook of Netflix's Ad Business and Revenue Growth

Market Observations on Netflix's Ad Model and Investor Sentiment

Remember Everything You Learn from Podcasts