
 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. 
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 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9 
 Intro 
 00:00 • 2min 
 Netflix's Second Quarter Results and Market Analysis 
 01:40 • 12min 
 Earnings Reports of Intuitive Surgical and PPG Industries, Netflix Insights, and Market Predictions 
 13:49 • 3min 
 Netflix's Financial Performance and Content Strategy 
 16:52 • 6min 
 Analyzing Netflix's Ad Strategy, Presidential Race Updates, and Market Portfolio Insights 
 22:49 • 2min 
 Political Factors and Market Performance 
 24:28 • 4min 
 Interplay between Bond and Equity Markets 
 28:41 • 3min 
 Comparing Treasury Yields to Dividend Stocks, Netflix's Growth in Ad Tier, and Market Conditions 
 31:48 • 12min 
 Discussion on Upcoming Earnings Reports, Netflix's Ad Business, and Infrastructure Spending 
 43:50 • 2min 
