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#NetflixQ3AdsAndMargins While "Yes" at 72¢ seems reasonable, it is not a risk-free bet. The market has already priced in the 12% revenue growth to ~$12.86B.
The real test is whether the ad-tier actually improves margins. If ad revenue lags, the stock might fall even on an earnings beat. "Yes" is probable, but expect volatility.
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