I’m leaning slightly bullish i-To The Moon - Tiger Brokers Online Investing Community - To The Moon

I’m leaning slightly bullish into this earnings for $Netflix(NFLX)$ . The ad-supported tier is still early in its monetization curve & with the recent price hike, this quarter could be the first real signal that Netflix has pricing power without hurting demand. If ad ARPU continues to scale and user engagement stays solid, I think the market will reward that combination of growth + margin expansion.

At the same time, I’ll be watching operating margin & cash flow closely. Netflix has been getting more disciplined with content spending, and if they can show improved efficiency while still delivering double-digit revenue growth, it strengthens the case that this is no longer just a growth story—but a maturing, high-quality cash generator.

So my call: I expect Netflix to close at $113.13 on April 17. Not a huge breakout, but a steady move higher post-earnings as long as there are no surprises on subscriber trends / ad momentum.

@Tiger_Earnings @TigerStars @Tiger_comments @TigerClub

Netflix 9% After Hours: Dip to Buy or Growth Crack?

Netflix dropped more than 9% after hours even though Q1 revenue rose 16% to $12.25B and EPS came in at $1.23. The problem was forward guidance: Q2 revenue was guided to $12.57B and EPS to $0.78, both below Wall Street expectations. Reuters also reported Reed Hastings is stepping down from the board in June. So what is the market really pricing here — one soft quarter, or a bigger slowdown in the Netflix story? Is this just a post-earnings shakeout, or the first sign growth is getting harder to defend?

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","winRationPercentage":68.75,"tradeVolumeEst":0},"themes":[{"themeId":"27f993e5f0da4f0a83f82a62653d4cd4","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Netflix 9% After Hours: Dip to Buy or Growth Crack?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":27f993e5f0da4f0a83f82a62653d4cd4}&rnconfig={\"headerBarHidden\": true}","description":"Netflix dropped more than 9% after hours even though Q1 revenue rose 16% to $12.25B and EPS came in at $1.23. The problem was forward guidance: Q2 revenue was guided to $12.57B and EPS to $0.78, both below Wall Street expectations. Reuters also reported Reed Hastings is stepping down from the board in June.\n\nSo what is the market really pricing here — one soft quarter, or a bigger slowdown in the Netflix story? Is this just a post-earnings shakeout, or the first sign growth is getting harder to defend?","image":"https://community-static.tradeup.com/news/839456d52edfdf649ea86ef715a7e79d"}],"images":[{"img":"https://community-static.tradeup.com/news/2fb6180d734ad98d40adbedebe7fa6be"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/2fb6180d734ad98d40adbedebe7fa6be"}],"html":"<html><head></head><body>I’m leaning slightly bullish into this earnings for<a href=\"https://ttm.financial/S/NFLX\"> $Netflix(NFLX)$ </a>. The ad-supported tier is still early in its monetization curve &amp; with the recent price hike, this quarter could be the first real signal that Netflix has pricing power without hurting demand. If ad ARPU continues to scale and user engagement stays solid, I think the market will reward that combination of growth + margin expansion.\n<p></p>\n<p>At the same time, I’ll be watching operating margin &amp; cash flow closely. Netflix has been getting more disciplined with content spending, and if they can show improved efficiency while still delivering double-digit revenue growth, it strengthens the case that this is no longer just a growth story—but a maturing, high-quality cash generator.</p>\n<p>So my call: I expect Netflix to close at <b>$113.13</b> on April 17. Not a huge breakout, but a steady move higher post-earnings as long as there are no surprises on subscriber trends / ad momentum.</p>\n<p><a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/2fb6180d734ad98d40adbedebe7fa6be\"></t-t></p></body></html>","htmlText":"<html><head></head><body>I’m leaning slightly bullish into this earnings for<a href=\"https://ttm.financial/S/NFLX\"> $Netflix(NFLX)$ </a>. The ad-supported tier is still early in its monetization curve &amp; with the recent price hike, this quarter could be the first real signal that Netflix has pricing power without hurting demand. If ad ARPU continues to scale and user engagement stays solid, I think the market will reward that combination of growth + margin expansion.\n<p></p>\n<p>At the same time, I’ll be watching operating margin &amp; cash flow closely. Netflix has been getting more disciplined with content spending, and if they can show improved efficiency while still delivering double-digit revenue growth, it strengthens the case that this is no longer just a growth story—but a maturing, high-quality cash generator.</p>\n<p>So my call: I expect Netflix to close at <b>$113.13</b> on April 17. Not a huge breakout, but a steady move higher post-earnings as long as there are no surprises on subscriber trends / ad momentum.</p>\n<p><a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/2fb6180d734ad98d40adbedebe7fa6be\"></t-t></p></body></html>","text":"I’m leaning slightly bullish into this earnings for $Netflix(NFLX)$ . The ad-supported tier is still early in its monetization curve & with the recent price hike, this quarter could be the first real signal that Netflix has pricing power without hurting demand. If ad ARPU continues to scale and user engagement stays solid, I think the market will reward that combination of growth + margin expansion. At the same time, I’ll be watching operating margin & cash flow closely. Netflix has been getting more disciplined with content spending, and if they can show improved efficiency while still delivering double-digit revenue growth, it strengthens the case that this is no longer just a growth story—but a maturing, high-quality cash generator. So my call: I expect Netflix to close at $113.13 on April 17. Not a huge breakout, but a steady move higher post-earnings as long as there are no surprises on subscriber trends / ad momentum. @Tiger_Earnings @TigerStars @Tiger_comments @TigerClub","highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/553624326767280","repostId":0,"isVote":1,"tweetType":1,"viewCount":706,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NFLX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":834,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/553624326767280"}