$Netflix(NFLX)$ There is a non

$Netflix(NFLX)$ There is a non-zero chance that NFLX prints a sub-4 EPS, pulls their 24% operating margin guidance, and topline misses that +13% estimate.

The currency tailwinds evaporated since they posted their last ER. They turned into headwinds. Somehow the street missed this in their estimates even though 12.5% of the +50% in YoY Operating Margin improvement was directly cited as a tailwind for a weakening US Dollar.

The street priced in 6 cuts this year. We may not see any. NFLX may be another casualty (banks were first) of higher for longer.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":296574863994944,"tweetId":"296574863994944","gmtCreate":1713426733979,"gmtModify":1713434241240,"author":{"id":9000000000000454,"idStr":"9000000000000454","authorId":9000000000000454,"authorIdStr":"9000000000000454","name":"NinaEmmie","avatar":"https://static.tigerbbs.com/5fc0bb702215fdd5f1335f8d65e3e9bc","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":47,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"NFLX\" class=\"teditor-mention\" data-mention-name=\"Netflix\" href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> <v-v data-views=\"0\"></v-v> There is a non-zero chance that NFLX prints a sub-4 EPS, pulls their 24% operating margin guidance, and topline misses that +13% estimate.The currency tailwinds evaporated since they posted their last ER. They turned into headwinds. Somehow the street missed this in their estimates even though 12.5% of the +50% in YoY Operating Margin improvement was directly cited as a tailwind for a weakening US Dollar.The street priced in 6 cuts this year. We may not see any. NFLX may be another casualty (banks were first) of higher for longer.</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"NFLX\" class=\"teditor-mention\" data-mention-name=\"Netflix\" href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> <v-v data-views=\"0\"></v-v> There is a non-zero chance that NFLX prints a sub-4 EPS, pulls their 24% operating margin guidance, and topline misses that +13% estimate.The currency tailwinds evaporated since they posted their last ER. They turned into headwinds. Somehow the street missed this in their estimates even though 12.5% of the +50% in YoY Operating Margin improvement was directly cited as a tailwind for a weakening US Dollar.The street priced in 6 cuts this year. We may not see any. NFLX may be another casualty (banks were first) of higher for longer.</body></html>","text":"$Netflix(NFLX)$ There is a non-zero chance that NFLX prints a sub-4 EPS, pulls their 24% operating margin guidance, and topline misses that +13% estimate. The currency tailwinds evaporated since they posted their last ER. They turned into headwinds. Somehow the street missed this in their estimates even though 12.5% of the +50% in YoY Operating Margin improvement was directly cited as a tailwind for a weakening US Dollar. The street priced in 6 cuts this year. We may not see any. NFLX may be another casualty (banks were first) of higher for longer.","highlighted":1,"essential":1,"paper":1,"likeSize":84,"commentSize":0,"repostSize":21,"favoriteSize":0,"link":"https://ttm.financial/post/296574863994944","repostId":0,"isVote":1,"tweetType":1,"viewCount":852,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NFLX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":462,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/296574863994944"}