Post
Resad Mirzeliyev
#NetflixQ3AdsAndMargins
*Netflix Q1'26E Beat - Short Summary:*
*1. Ads:* >50% of new sign-ups on ad-tier + Oct price hikes = higher ARPU.
*2. Live/Sports:* WWE/NFL/Boxing drove low churn + 8-10M net adds into Q1.
*3. Extra members:* 2-3M more paid sharing adds at 100% margin.
=> $10.25B -> $10.78B
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$75,795.6+0.00%
ETH/USDTEthereum
$2,233.88+0.00%
OKB/USDTOKB
$101.49-0.01%
Today’s market buzz
1#USJobsBeatExpectations
2#TechStocksReboundWatch
3#BTCETFOutflows416M