
Post
Noralva.
#NetflixQ3AdsAndMargins
Netflix Q3 earnings, AMC Oct 21. đŹ
The market gives 72% odds of a beat. That's already priced in, so a beat alone isn't an edge.
What I'm watching:
Margins: the main driver of the price reaction
Ads: a real growth engine, or a patch for slowing growth?
Next-quarter guidance
Scenarios:
Beat + strong margins + raised guidance â continuation
Beat but flat guidance â "sell the news" risk

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PositionYes | 13.88 aktier
Aktuell PnL-0.14 xp
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