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Ndaloos
I took a YES position , anticipating Netflix will beat its Q3 earnings estimates
I'm currently slightly down on the trade, but I'm holding on for now.
Ads are scaling hard (250M+ monthly viewers on the ad tier, upfronts nearly doubled, tracking ~$3B ad revenue this year). Plus pricing + membership growth should push them past the soft $12.86B / $0.82 guide. Netflix usually delivers on its own targets, and the 33.2% margin looks doable.
Risk is real DYOR
#NetflixQ3AdsAndMargins
