$Nflx I thought aapl and dis+ launched this quarter?
Nflx on autopilot. Market likes autopilot.pic.twitter.com/YxX9nE01ur
U tweetove putem weba ili aplikacija drugih proizvođača možete dodati podatke o lokaciji, kao što su grad ili točna lokacija. Povijest lokacija tweetova uvijek možete izbrisati. Saznajte više
Guided conservative bc they underestimated the pull fwd from YE’18 for Q1’19 guide a year ago. Can see similar ramp at YE’19. Plus pointed to better Q2’20 vs Q2’19. Didn’t blow it out... but sub trajectory steady, margins up another 300bps in 2020... autopilot
Second deriv for subs has rolled over, so needs to start to inflect for FCF if stock is going to work.
1H net adds likely flat yoy. Comps get easy lapping px hike + mgmt calling out timing of content. Competiton bears should throw in towel. Investors correctly look at gaap accounting which matches price paid by consumer to the cost of the content watched I think grinds higher
Twitter je možda preopterećen ili ima kratkotrajnih poteškoća u radu. Pokušajte ponovno ili potražite dodatne informacije u odjeljku Status Twittera.