$Netflix(NFLX)$ 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.

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