Uh it is interesting what they note about the boost in revenue mostly due to the weakness in the US dollar. So you look through currency swings, maybe that revenue would not have changed in terms of guidance, right. And so the bigger bigger revenue beat was in the United States, right.But um I you know the expectations were so high so high. So this is they delivered, right. If if you if you had just told them last quarter this is what they're going to put in next quarter and this is the number that would be ...

Hello and welcome to Ask for a Trend. I'm Josh Lipton. For the next half hour, we are breaking down the trends of the day that'll move stocks tomorrow.There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve. Here's some of the trends we're going to be diving into. It's a stellar day for stocks.Gains fueled by fresh earnings reports and new economic data. We saw some records at the end of the session. All major indices did end the day up and companies are calling ...

Financial Data and Key Metrics Changes - The company increased its full-year revenue guidance to $44.8 billion to $45.2 billion, up from the previous guidance of $43.5 billion to $44.5 billion, reflecting a $1 billion increase at the midpoint of the range [2][4] - The operating margin target for the full year was raised from 29% to 30%, with a 50 basis point increase in FX neutral margin attributed to stronger membership growth [4][8] - Operating expenses are expected to remain unchanged, allowing higher revenues to flow through to profit margins [4][8] Business Line Data and Key Metrics Changes - The company reported healthy member growth, which exceeded expectations towards the end of Q2, contributing to a positive outlook for the second half of the year [3][4] - Ad sales are showing momentum, with expectations to roughly double revenue in the year, although starting from a small base [3][4] Market Data and Key Metrics Changes - Consumer sentiment and broader economic indicators remain stable, with no significant shifts in retention or plan mix noted [9][10] - The company believes that demand for its services will remain strong compared to traditional entertainment and other streaming competitors [10] Company Strategy and Development Direction - The company is focused on expanding its content offerings through partnerships, such as the TF1 partnership in France, aimed at enhancing local content availability [31][32] - The strategy includes a commitment to live events and sports, with a focus on ownable, breakthrough events that resonate with audiences [36][39] - The company is also investing in generative AI to enhance content creation and improve user experience, indicating a forward-looking approach to technology integration [70][75] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about engagement growth in the second half of the year, driven by a strong slate of content [17][18] - The company remains focused on maintaining and growing its market share despite increasing competition from other streaming services and free platforms [27][66] - The management emphasized the importance of continuous improvement in service and content offerings to sustain long-term growth [28][29] Other Important Information - The company is exploring monetization opportunities in gaming, with plans to ramp up investment in this area while remaining disciplined [78][81] - The rollout of a new user interface is expected to enhance user experience and engagement metrics significantly [58][60] Q&A Session Summary Question: Why is the operating margin guidance for the full year only 30% after the upside in Q2? - Management indicated that the guidance is primarily a timing issue, with content expenses expected to ramp up in Q3 and Q4 due to a heavier film slate [6][8] Question: Are you concerned by the stagnation in your viewing share domestically? - Management acknowledged the stagnation but expressed confidence in long-term growth as more TV viewing migrates to streaming [27][28] Question: Can you provide more information on the TF1 partnership? - The partnership aims to expand local content offerings and enhance value for members, with a focus on local relevance [31][32] Question: What investments have you made to increase your capabilities in producing live events? - Management highlighted the importance of partnerships and in-house production capabilities, noting significant progress in live event execution [40][42] Question: How do you see generative AI impacting your business? - Management believes AI will enhance content creation and improve user experience, providing significant opportunities for storytelling and engagement [70][75] Question: Can you talk about your evolving gaming ambitions? - The company is ramping investment in gaming, viewing it as a way to increase user acquisition and retention, while remaining disciplined in monetization strategies [78][81]

Financial Data and Key Metrics Changes - The company increased its full-year revenue guidance to $44.8 billion to $45.2 billion, up from the previous guidance of $43.5 billion to $44.5 billion, reflecting a $1 billion increase at the midpoint of the range [2][4] - The operating margin target for the full year was raised from 29% to 30%, with a 50 basis point increase in FX neutral margin attributed to stronger membership growth [4][8] - Operating expenses are largely unchanged, allowing higher revenues to flow through to profit margins [4][5] Business Line Data and Key Metrics Changes - The company reported healthy member growth, which exceeded expectations towards the end of Q2, contributing to the revised revenue forecast [3][4] - Ad sales are showing momentum, expected to roughly double revenue for the year, although starting from a small base [3][4] Market Data and Key Metrics Changes - Consumer sentiment remains stable, with no significant shifts in retention or plan mix noted, indicating resilience in the entertainment sector [10][11] - The company believes it offers significant entertainment value compared to traditional and other streaming competitors, maintaining strong demand [11] Company Strategy and Development Direction - The company is focusing on expanding its ad sales infrastructure and capabilities while managing content expenses, particularly in the second half of the year [6][7] - The strategy includes enhancing local content offerings through partnerships, such as the recent TF1 partnership in France, aimed at providing more variety and quality [33][35] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about engagement growth in the second half of the year, driven by a strong slate of content [19][20] - The company is confident in its ability to maintain and grow its market share as the industry shifts from linear to streaming [30][31] Other Important Information - The company is leveraging generative AI to enhance production capabilities and improve member experience, indicating a focus on innovation [74][78] - The company is exploring monetization opportunities in gaming, with plans to ramp up investment in this area [82][83] Q&A Session Summary Question: Why is the operating margin guidance for the full year only 30%? - Management indicated that the guidance is primarily due to timing, with content expenses expected to ramp up in Q3 and Q4 as major titles are released [6][8] Question: Can you share data points around your upfront negotiations? - The company reported that the majority of US upfront deals have been closed, generally in line with targets, and is on track to double its ad business this year [12][13] Question: How do you reconcile engagement growth year over year? - Management clarified that engagement is measured on an owner household basis, which has remained steady despite fluctuations in total view hours [18][19] Question: What is the rationale behind the TF1 partnership? - The partnership aims to expand the entertainment offering by providing more local content, leveraging existing capabilities [33][35] Question: How is the company approaching sports rights? - The company remains focused on ownable, big breakthrough events that resonate with audiences, while ensuring economic viability [39][40] Question: What investments have been made to increase live event capabilities? - Management noted that the company is building capabilities in-house while also partnering with established production entities to enhance live event quality [45][46] Question: What are the learnings from the success of K-Pop Demon Hunters? - The success of original animation indicates a strong market for innovative storytelling, and the company plans to explore more original animated features [52][54] Question: How does the new UI/UX impact live content? - The new UI is designed to enhance user experience and improve content discovery, which is crucial as the company expands into live content [61][63] Question: What are the generative AI initiatives? - The company is leveraging AI to improve production efficiency and enhance member experience through personalized recommendations [74][78] Question: What are the near-term monetization opportunities within gaming? - The company plans to ramp investment in gaming, focusing on delivering value to increase user acquisition and retention [82][83]

Theme Park Industry History & Impact - Disneyland's opening 70 years ago set the standard for large-scale theme parks [1][2] - Disneyland's initial cost was $17 million in 1955, equivalent to over $2 billion adjusted for inflation [3] - The financial benefits for Disney and Anaheim far exceeded the initial investment [3] - Disneyland spurred competition from entertainment conglomerates like Universal Studios and toy companies like Lego [4] Netflix's Entry into Physical Attractions - Netflix is launching physical attractions called Netflix House, with locations in suburban Philadelphia and Dallas [4][5] - Each Netflix House will occupy approximately 100,000 square feet of retail space [5] - Netflix House will feature live entertainment, themed dining, experiential shopping, and storytelling based on original TV shows [5] - Netflix aims for Netflix House to be visited multiple times a month, unlike Disneyland's less frequent visits [6]

Well, shares of Netflix down about 1% right now. Let's bring in one of Netflix's advertising partners, Double Verify. The company tracks digital ads, making sure they placed properly, as well as adding other ad engagement and metric uh performance metrics, excuse me.So, joining us now is Double Verify CEO Mark Ziggorski. Mark, it's great to have you back on the show. Uh, and let's start right there.What are you seeing as a partner to Netflix in terms of this ad tier. Yeah, we saw a a strong first half uh of ...

That is the closing bell on Wall Street and now it's market domination overtime. We're giving you full team coverage of all the moves to get you up to speed on the action from today's trade. Got Caleb Silver as well as Yahoo Finance's Jared Blickery joining us here to break down the moves today. Jared, we're going to start with you on that close. Well, thank you. We've got some records to share in the major indices. the Nasdaq Composite, the Nasdaq 100, and the S&P 500 all closing for records. But what you' ...

Core Insights - Netflix reported strong financial performance in Q2 2024, exceeding Wall Street expectations for both revenue and EPS growth [2][5] - The company experienced a significant increase in free cash flow, which rose by 87% year-over-year [1][2] Financial Performance - Revenue for Q2 2024 was $9.56 billion, up 16% from Q2 2025, surpassing expectations [1][2] - EPS increased to $4.88, reflecting a 47% growth compared to the previous year, also beating analyst forecasts [1][2] - Free cash flow reached $1.21 billion, marking an 87% increase [1][2] Growth Drivers - The primary driver of revenue growth was attributed to higher membership prices implemented in January [3] - The rollout of the Netflix Ads Suite is complete, with management projecting a doubling of ad revenue by 2025, becoming a more significant revenue source in 2026 and beyond [3] Regional Performance - Revenue growth was robust across all regions, particularly in the Asia-Pacific region, which saw a 24% year-over-year increase [3] Shareholder Actions - During Q2, Netflix executed $1.6 billion in share buybacks while maintaining a cash balance of $8.2 billion [4] Future Outlook - For Q3 2024, Netflix anticipates a 17.3% year-over-year revenue growth, although a decline in operating margin is expected due to increased content amortization and marketing costs [5] - The company raised its full-year revenue guidance by $1 billion at the midpoint of the range [5] Market Reaction - Following the earnings report, Netflix shares traded slightly lower, about 1% down, indicating potential shareholder concerns regarding profitability in the second half of the year [6] Upcoming Focus - Insights on ad revenue performance in Q3 and Q4 will be crucial, especially with anticipated content releases that may attract new subscribers [7]

Group 1 - Roku, Inc. shares are trading slightly lower in the extended trading session on Thursday, while Netflix, Inc. is also down despite beating estimates and raising fiscal year guidance [1][2] - Netflix's stock decline may be attributed to profit-taking by investors after a significant increase leading up to the earnings report, even with positive results [2] - Roku is set to release its second-quarter earnings report after the closing bell on July 31, with analysts expecting a quarterly loss of 15 cents per share and revenue of $1.07 billion [2][3] Group 2 - Roku stock was down 0.66% at $90.50 in Thursday's extended trading session according to data from Benzinga Pro [3]

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here with Scarlet Fu taking you through to that closing bell with a global simulcast. It starts now.Tim Sandvig in the radio booth. Noora melinda in today for Carol Massar as we welcome our audiences across all of our bloomberg platforms. Tim Including youtube on a day where all eyes are on the fed, all our eyes are on that economic data. Tim Stenovec and all eyes are on some big earnings coming after the bell out of intera ...