Shyon
07-15 15:01

I'm voting Green and expect $Netflix(NFLX)$ to finish up around 5%–10% after earnings. The stock has already pulled back significantly over the past three months, and I think a lot of the recent concerns are already reflected in the share price. That lowers the bar for a positive surprise.

I'm particularly watching the advertising business. If management shows strong growth in ad revenue, better monetization, and continued adoption of the ad-supported plan, I believe investors will focus more on the long-term earnings potential than on a slight decline in operating margin.

I'm staying bullish because Netflix continues to have a strong global subscriber base and multiple growth drivers. As long as management delivers a confident outlook and demonstrates that advertising is becoming a meaningful profit engine, I think the stock has a good chance of rallying 5%–10% after the earnings release.

@Tiger_comments @TigerStars @TigerClub @Tiger_Earnings

# Earning Season

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  • WINTERIN
    ·07-15 16:42
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    Added before earnings too — ad rev needs 15%+ or this 5% pop gets sold fast
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    • Shyon: 
      All the best to you
      07-15 18:38
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  • icycrystal
    ·07-15 18:53
    thanks for sharing
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