Posted inEarnings Update

Earnings: Netflix FY25 Q2

Netflix (NASDAQ:NFLX) delivered a solid Q2, beating expectations on both revenue and EPS. Despite broader macroeconomic uncertainty, the company reported growth across all regions. However, results were largely driven by…
Posted inMarket Commentary

Retrospective: Week of 6/23-6/27

Macro Events & News What began as a week primed for downside volatility quickly turned into a surprisingly resilient stretch for the markets. Initial fears surrounding the U.S.-led missile strikes…
Posted inMarket Commentary

The Week Ahead: Week of 6/23-6/27

Markets hate uncertainty—and this week begins under a heavy cloud of it. Over the weekend, U.S. missile strikes in Iran dramatically escalated tensions in the Middle East, and any hopes…
Posted inResearch Reports

Equity Quickie: Netflix Inc

Here’s a high-level summary of Netflix Inc (NASDAQ:NFLX), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…
Posted inMarket Commentary

Retrospective: Week of 4/21-4/25

Macro Events & News The week began on a negative note as uncertainty around the trade war continued to weigh on the markets. Incendiary comments from President Trump, particularly regarding…
Posted inEarnings Update

Earnings: Netflix FY25 Q1

Netflix (NASDAQ:NFLX) delivered a strong Q1, beating expectations on both revenue and EPS. This performance was driven by price increases, robust subscription growth, and expanding advertising revenue. While the company…
Posted inMarket Commentary

The Week Ahead: Week of 4/21-4/25

The upcoming trading week begins under an unusual calm, with little noise from the Trump administration over the weekend—a notable shift from the barrage of trade-related developments in recent weeks.…
Posted inMarket Commentary

The Week Ahead: Week of 4/7-4/11

The past few weeks have been brutal for markets, driven largely by the escalating trade war initiated by President Trump. Reciprocal tariffs have now been announced against nearly every major…
Posted inMarket Commentary

Retrospective: Week of 2/3-2/7

Macro Events & News The week started strong as trade war concerns eased, with most impacted parties walking back tariff-related tensions. Strong earnings, including solid reports from the remaining Mag…
Posted inMarket Commentary

The Week Ahead: Week of 2/3-2/7

The trade war is now in full swing, with all sides imposing heavy tariffs, setting the stage for heightened market volatility. Expect fear-driven swings as speculation over the short- and…