NFLX "Must Have" Platform? Balancing Weaker Guidance & WBD Bid in Long-Term Growth
Schwab Network · Schwab Network
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Show Notes
Matt Dolgin says investors are repricing the stock after the company's guidance underwhelmed in its latest earnings report. That said, he sees the reset as necessary for long-term stock expectations. Kenneth Suh adds that investors may show concern with Netflix's predominant focus on ads, live sports and the Warner Bros. Discovery (WBD) bid. That said, he considers some of the moves "smart" for the long-term.
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