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Implied Expectations

An investment blog with a two decade view

Netflix

Netflix: A Valuation Update
July 23, 2024

Please subscribe to Implied Expectations to view this content. Username or E-mail Password Remember Me [...]

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 [...]

Spotify

Spotify: The New Modus Operandi
December 15, 2023

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

Amazon

Amazon 4Q 2019 Update

Posted on February 4, 2020October 13, 2020 by Implied Expectations

My thoughts on Amazon’s fourth quarter.

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Posted in Amazon  |  Tagged Amazon, Standard, Update
Netflix

Netflix 4Q 2019 Update

Posted on January 22, 2020October 13, 2020 by Implied Expectations

My thoughts on Netflix’s fourth quarter.

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Posted in Netflix  |  Tagged Netflix, Standard, Update
Carvana

Carvana

Posted on January 20, 2020October 13, 2020 by Implied Expectations

My first post about Carvana.

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Posted in Carvana  |  Tagged Carvana, First post, Standard
Chewy

Chewy Fiscal 3Q 2019 Update

Posted on December 10, 2019October 13, 2020 by Implied Expectations

My thoughts on Chewy’s fiscal third quarter.

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Posted in Chewy  |  Tagged Chewy, Standard, Update
Alphabet

Alphabet 3Q 2019 Update

Posted on December 4, 2019October 13, 2020 by Implied Expectations

My thoughts on Alphabet’s third quarter.

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Posted in Alphabet  |  Tagged Alphabet, Standard, Update
Zillow Group

Zillow Group 3Q 2019 Update

Posted on November 19, 2019October 13, 2020 by Implied Expectations

My thoughts on Zillow Group’s third quarter.

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Posted in Zillow Group  |  Tagged Standard, Update, Zillow Group
Spotify

Spotify 3Q 2019 Update

Posted on October 29, 2019October 13, 2020 by Implied Expectations

My thoughts on Spotify’s third quarter.

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Posted in Spotify  |  Tagged Spotify, Standard, Update
Amazon

Amazon 3Q 2019 Update

Posted on October 25, 2019October 13, 2020 by Implied Expectations

My thoughts on Amazon’s third quarter.

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Posted in Amazon  |  Tagged Amazon, Standard, Update
Netflix

Netflix 3Q 2019 Update

Posted on October 18, 2019October 13, 2020 by Implied Expectations

My thoughts on Netflix’s third quarter.

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Posted in Netflix  |  Tagged Netflix, Standard, Update
Netflix

Special Series: Netflix International ARPU Opportunity

Posted on October 16, 2019October 13, 2020 by Implied Expectations

My thoughts on Netflix’s international ARPU opportunity.

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Posted in Netflix  |  Tagged Netflix, Special Series, Standard
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Recent Posts
  • Netflix: A Valuation Update July 23, 2024
  • Netflix: A Change in Posture April 25, 2024
  • Carvana: Ramping February 8, 2024
  • Netflix: The Streaming Wars That Never Started February 2, 2024
  • Spotify: The New Modus Operandi December 15, 2023
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