CLICK HERE TO WATCH ANDREW'S MORNING CALL COMMENTARY |
Netflix (NFLX) reports second quarter earnings at 4pm today (7/19/2023).
We reviewed the setup going into earnings on the Call this morning. It is very mixed going in so our conviction is a lot lower on the short side than it was last quarter.
For additional pre-earnings analysis, please watch the replay of our 3Q23 #Comms #Themes from yesterday. We discuss Netflix (slides 123-146, 51 minute mark) and password sharing (slides 131-135, 53 minute mark), and the Hollywood Strike (slide 17, 23 minute mark) in detail.
Click here for the replay of the 3Q23 Themes Call |
Please call or e-mail with any questions.
Andrew Freedman, CFA
Managing Director
@HedgeyeComm
