[Events] Netflix vs. TSMC — Who’s Your Pick?
Two big names are reporting earnings this week: Netflix and TSMC. One is diving deeper into ads and live content. The other is powering the AI boom with next-gen chips.Both are expected to post strong numbers — but which stock will actually move higher after earnings? $Netflix(NFLX)$ $Taiwan Semiconductor Manufacturing(TSM)$
🔍 Quick Rundown
🟣 TSMC (reports July 17, pre-market):
According to JPMorgan’s latest research, TSMC’s Q2 performance is already expected to be explosive: revenue is estimated to hit $29.95 billion, up 39% YoY, and net profit could jump 53%, marking the highest quarterly profit in the company’s history.
Thanks to strong demand for 3nm/5nm chips, revenue and profit could hit record highs. But a stronger New Taiwan dollar might pressure margins. Will they raise guidance?
📅 Don’t miss TSMC’s earnings call at 14:00 , July 17 SGT.👉 [Click here to RSVP for the TSMC earnings call]
🔴 Netflix (reports July 17, after hours):
Analysts expect revenue to reach $11.04 billion, with EPS potentially beating guidance at $7.06 to $7.18.
This quarter, the spotlight is not just on the numbers — but on Netflix’s ad business. In April, the company launched its in-house advertising platform in the U.S., parting ways with Microsoft’s ad infrastructure. At the same time, Netflix is expanding into live and licensed content. Will this shift help boost ARPU and unlock a new growth engine?
📅 Netflix will host its earnings call at 4:45 AM , July 18 SGT. 👉 [Click here to RSVP for the Netflix earnings call]
💬 How to Join
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👉 Which stock do you think will perform better after earnings — Netflix or TSMC?
👉 Tell us why!
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🗓️ Event Duration
July 15 – July 18 at 3:00 AM SGT. Place your bets before the numbers come in!
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Netflix vs. TSMC — Who’s Your Pick?(Single choice)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.
我比较看好台积电，因为它的护城河太强了。而且现在英伟达的gpu芯片解禁了，可以卖去中国。