Ctv
Netflix Q1 Earnings: Becoming an H2 Story (Like Most Stocks We Own)
Netflix missed on revenue and was inline on EPS. FX headwinds create mixed reactions to this particular earnings report, and I suspect the strong cash flow also helped price after hours. Last quarter, a large EPS miss was reported whereas it was due to a FX adjustment. Netflix’s pivots – which is the password sharing and ad tier – are expected to show up in Q2 for password sharing and then Q3/Q4 for the ad tier whereas previously the goal was to have impact by Q1 and Q2.
Sign in to read the full article
Sign in with your I/O Fund account to check your plan access.


