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Charlie Zvibleman 21. sij
I thought aapl and dis+ launched this quarter? Nflx on autopilot. Market likes autopilot.
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Charlie Zvibleman
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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BeatificCapitalist 21. sij
Odgovor korisniku/ci @CharlieZvible
Second deriv for subs has rolled over, so needs to start to inflect for FCF if stock is going to work.
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Charlie Zvibleman 21. sij
Odgovor korisniku/ci @BeatificCapita1
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
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