Kubelss

@TheValuEngineer I agree with you on the relevance of the Hastings departure, will be checking next Quarter filling to see the revenue evolution. Not in yet but 100% in my watchlist, waiting for July's filling.

Good additions, appreciate the detail. On revenue deceleration, I did flag guidance coming in below expectations but I didn't given the exact numbers. Q2 guidance lowered is a real signal not noise. On the termination fee driving the EPS beat, completely fair. Strip that out and the quarter was solid but not the blowout the headline number suggested. The Hastings departure is one I debated putting in as well, but I am not entirely convinced it will have a lasting impact. Worth tracking from a governance standpoint though, especially given Sarandos described the WBD process as "building M&A muscle." A board chair change during a leadership transition is a real variable. None of this breaks the thesis for me. It does sharpen what I'm watching in July as suggested in my thread. Appreciate the pushback.

$NFLX is down 40% from its 52-week high. Trading just above its 52-week low at $77. The business grew revenue 16% last quarter. Beat EPS by 56%. Guides $12.5B in free cash flow this year. Something broke between the business and the story the market is telling about it. Here's what actually happened and why I'm adding to my existing position at these levels.

@TheValuEngineer 2. Q1 EPS beat is mainly driven by the 2.8B termination fees from the WBD deal. The Guidance for Q2 was lowered: - Rev 12,57B vs 12,63B expected (-0,5%) - EPS 0,78 vs 0,84 expected (-7%) 3. Chairman Hastings finally leaving the company (favorable to the the deal for WBD)

@TheValuEngineer 1. Q1 Revenue grew 16% YoY but Guidance for FY26 remains at nearly 14% (implying a deacceleration in revenues for the rest of the year) -> The signal, NFLX already announced a price increase for 2027...pricing power's real, yes, but when revenue grow by pricing and not volume...

@andreuginola He de dir que prefereixo pujar a la Flikswagen...

Gran article. La BIFLICKETA va agafant velocitat.