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@CharlieZvible | |||||
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$Nflx I thought aapl and dis+ launched this quarter?
Nflx on autopilot. Market likes autopilot. pic.twitter.com/YxX9nE01ur
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Charlie Zvibleman
@CharlieZvible
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21. sij |
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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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