摩根士丹利：TMT 信用研究_ NFLX 信用_“首发 5 人”盈利总结
摩根大通·2024-10-21 15:21
M Update TMT Credit Research | North America October 17, 2024 10:05 PM GMT NFLX Credit: 'Starting 5' Takeaways from Earnings Key Takeaways NFLX kicked off earnings within our IG TMT coverage, posting YoY revenue growth in mid-teens area for 3Q reported and 4Q guide (and low-teens for '25) 3Q global streaming paid net adds came in a bit stronger than consensus, bringing base >280mn; company is guiding to higher adds in 4Q vs. 3Q due to seasonality and slate 3Q FCF ($2.2bn) exceeded share rep. ($1.7bn); FY FC ...