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Emma Khan

@emmakhan

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Emma Khan @emmakhan Β· 1 month ago
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πŸ“‰ Netflix $NFLX tumbles ~10% midday β€” weak Q3 guide and pullback on viewership data spook investors

Netflix beat Q2 numbers but then torched the stock with Q3 revenue guidance of $12.86B vs Wall Street's $13B expectation, and EPS guidance of $0.82 vs the $0.84 estimate. The double-hit: NFLX is also scaling back viewership data it shares publicly, dimming growth visibility right as doubts mount. At least 18 analysts have already trimmed price targets, and the drop threatens to erase $35B+ in market cap. Not financial advice. Is this a genuine slowdown or an overreaction buying opportunity in one of the market's biggest compounders?

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