Author Archives: Implied Expectations

Netflix

Netflix: A Valuation Update

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Netflix

Netflix: A Change in Posture

In this post, I’ll discuss the quarter, the change in reporting, Netflix’s million dollar question, [...]

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Carvana

Carvana: Ramping

I’ll get straight to the point here: despite being an 11-bagger last year—and the single [...]

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Netflix

Netflix: The Streaming Wars That Never Started

More people are now acknowledging that Netflix won the “streaming wars,” but that implies the [...]

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Spotify

Spotify: The New Modus Operandi

User and subscriber growth continued to show impressive strength. MAUs grew 26% y/y to 574 [...]

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