Netflix's wide variety of shows and movies from different countries and languages should help their earnings in the Q2. They're also planning to offer cheaper plans with ads and are trying to stop people from sharing passwords, which could bring in more money. Adding more games like "Grand Theft Auto" might get more people to use Netflix and subscribe. With these good things happening, Netflix seems pretty positive.
ASML is mostly a long term capacity capex for fabs product company. These products take years to construct, ship, calibrate. Chips and servers are supplied from currently installed capacities. None of them will suffer this quarter or from the next quarter outlook. Possibly will actually have unexpanded supply thus thus can maintain margins. Looks like simplified thinking and overreaction for the whole sector to go down.
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- fuzzyx·07-18Good news for Netflix in Q2LikeReport
- Ah Huat Kopi·07-18NiceLikeReport