

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.
Chapters
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