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mk1003
mk1003
#NetflixQ3AdsAndMargins Netflix's current narrative has shifted from "growth driven by new subscriptions" to "maintaining growth through price increases + advertising + live streaming." Before the Q3 earnings report (after market close on October 20), the market consensus was revenue growth of about +11.8% year-over-year, the lowest increase in three years for the same period—not unprofitable, but the "user growth dividend" has clearly peaked, and the next baton is to be passed to advertising.

Застереження. Вміст, опублікований на OKX Orbit, надається виключно в інформаційних цілях. Докладніше

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