Calls
1
u/ConsistentWeirdo
Reddit r/stocks
Win Rate
0.0%
return
-9.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 09
$75.12
-9.3%
Q1 revenue beat at $12.3B (+16% YoY), operating margin 32.3%, ad-tier viewers 250M, ad revenue doubling to $3B this year. The 42% drop is mostly sentiment (Hastings exit, acquisition noise) while business metrics remain strong; July 16 earnings can trigger a re‑rating if numbers hold. Buy NFLX ahead of Q2 earnings as the sentiment‑driven discount may correct on any positive guidance for H2 content amortization and ad revenue trajectory. Q2 margin misses guidance; Hastings departure leads to strategic missteps; broader market sell‑off; acquisition rumors cause further uncertainty.
Q1 revenue beat at $12.3B (+16% YoY), operating margin 32.3%, ad-tier viewers 250M, ad revenue doubling to $3B this year. The 42% drop is mostly sentiment (Hastings exit, acquisition noise) while business metrics remain strong; July 16 earnings can trigger a re‑rating if numbers hold. Buy NFLX ahead of Q2 earnings as the sentiment‑driven discount may correct on any positive guidance for H2 content amortization and ad revenue trajectory. Q2 margin misses guidance; Hastings departure leads to strategic missteps; broader market sell‑off; acquisition rumors cause further uncertainty.
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u/ConsistentWeirdo has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: NFLX.
