What’s New: In this first take following tonight’s results, we touch on: 1. No quarterly subscriber/ARM figures starting 1Q25; new annual revenue guidance instead 2. Revenue growth shifting from subscribers to ARM through 2024 3. Little new advertising color, we expect updated metrics at Upfront, and 4. New capital structure targets driving more flexibility.
Ahead of Thursday PM’s earnings report, we review what to look and listen for in the shareholder letter and earnings broadcast, our top questions for management, and potential positive and negative catalysts for NFLX. We also update our thoughts on key controversies and investment drivers,
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