Our Communications analyst Andrew Freedman was live in the studio Thursday, April 18th breaking down the Netflix (NFLX) quarter. Andrew provided a brief update to our NFLX short thesis, reviewed the data we are tracking and discussed recent feedback from investors. Overall, with the quarter playing out as we expected, we are more confident in our forecast model, tracking abilities and fundamental assumptions.
Andrew also offered our latest thoughts on Pinterest (PINS).
**The video presentation above provides special, one-time access to our Communications sector research. For institutional investors interested in learning more about our Communications research, contact sales@hedgeye.com.
