Lots of $NFLX upgrades before the earnings, and the expectation is high on $NFLX
Subscriber numbers have always been the key. A slightly better-than-expected number can move the stock, like in 22Q4 earnings.
However, since they will stop providing subscriber growth guidance starting this quarter, the other key thing for Netflix to watch is the financial estimate & ads outlook guidance.
We also made a youtube video to provide more context.
Paid Members
23Q1 Expectation: 227.69M
23Q1 Guidance: 227.6M
Paid Net Adds
23Q1 Expectation: 4.57M
23Q1 Guidance: 4.5M
EPS
23Q1 Expectation: $0.54
23Q1 Guidance:$0.36
Revenues
23Q1 Expectation: $7.85bn
23Q1 Guidance: $7.78bn
Disclaimer:
We currently are holding $NFLX stocks & long call options
Not Financial Advisors
Please invest at your own risks
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