Oppenheimer's Jason Helfstein gives his read on Netflix's outlook post q2 earnings beat
Jason Hellstein's with us. Jason, happy Friday to you. Good to have you.>> Hey, you too. Thanks for having me. >> The general take this morning about the price action is um I think a creeping sense of just more nimble competition.Is that fair. >> I don't know if it's that. I mean the only thing that you got that could have been competition related was the comment around engagement where they basically said you know overall engagement was up a percent but users are growing more than a percent and there's som ...