Netflix

Spotify

Spotify: Investor Fatigue to Exuberance Inside of Two Years

November 22, 2024

The stock has come a long way in a short period of time. After tanking [...]

Netflix

Netflix: A Valuation Update

July 23, 2024

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Netflix

Netflix: A Change in Posture

April 25, 2024

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

Carvana

Carvana: Ramping

February 8, 2024

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

Netflix

Netflix: The Streaming Wars That Never Started

February 2, 2024

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

Netflix: Some Ad-Supported Math

Posted on June 7, 2022November 3, 2022 by Implied Expectations

Some thoughts on Netflix’s ad-supported opportunity

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Netflix

Netflix: Monetizing the Freeloaders

Posted on April 27, 2022April 27, 2022 by Implied Expectations

Some thoughts on Netflix after its first quarter 2022

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Netflix

Netflix: What’s Priced In?

Posted on April 20, 2022April 21, 2022 by Implied Expectations

Some thoughts about what seems priced in to Netflix shares at $226

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Netflix

Netflix: To Extrapolate or Not, That is the Question

Posted on January 25, 2022January 26, 2022 by Implied Expectations

My thoughts on Netflix after its fourth quarter results.

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Netflix

Netflix 3Q: Post-COVID Reacceleration in Content Slate Driving Reacceleration in Sub Growth

Posted on October 28, 2021October 28, 2021 by Implied Expectations

My thoughts on Netflix after its third quarter.

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Netflix

Netflix 2Q 2021 Update

Posted on July 23, 2021July 23, 2021 by Implied Expectations

My thoughts on Netflix after its second quarter results.

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Netflix, Sample Posts

Netflix 1Q 2021 Update

Posted on April 23, 2021June 14, 2021 by Implied Expectations

My thoughts on Netflix’s first quarter.

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Netflix

Netflix 4Q 2020 Update

Posted on January 22, 2021January 22, 2021 by Implied Expectations

My thoughts on the company’s fourth quarter.

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Netflix

Netflix 3Q 2020 Update

Posted on October 23, 2020October 23, 2020 by Implied Expectations

My thoughts on Netflix’s third quarter.

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Netflix

Netflix 2Q 2020 Update

Posted on July 23, 2020October 15, 2020 by Implied Expectations

My thoughts on Netflix’s second quarter.

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