Netflix Q4 Guidance Misses — Can the Streaming Narrative Hold After the After-Hours Drop?
Netflix closed -1.66% at $68.69 Tuesday, then fell over 5% after hours on a Q4 revenue guidance miss. Q3 results had no upside surprises. Bulls say four straight quarters of subscriber growth and an early-stage ad tier leave room for ARPU expansion; Bears say a guidance shortfall is a data point the market prices first and explains later, seasonal or not. Does the Q4 miss change the ad-tier monetization thesis for you — or is the growth story still intact?
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