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Charlie Zvibleman
I thought aapl and dis+ launched this quarter? Nflx on autopilot. Market likes autopilot.
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Charlie Zvibleman 21. sij
Odgovor korisniku/ci @CharlieZvible
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
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