Core Insights - Netflix is expected to report a revenue growth of 17%, an acceleration from the previous quarter's 16%, with EPS anticipated to grow by 29% [2] Group 1: Viewer Engagement and Advertising - Key items to watch include trends in viewer engagement, particularly after previous concerns, with optimism surrounding the success of "K-pop Demon Hunters" [3] - Analysts are looking for updates on Netflix's new ad platform and its partnership with Amazon ads, forecasting that ads will contribute to 30% of the company's topline growth through 2030 [4] Group 2: M&A Considerations - Netflix is among the potential buyers for Warner Brothers Discovery, with sources indicating interest from other companies like Comcast and Paramount [5] - Despite Netflix management previously downplaying M&A, shareholder conversations suggest support for a deal, particularly to secure new content and libraries [5][9] - The valuation disparity between Netflix as a tech company and traditional media companies raises questions about the financial sense of an acquisition [9] Group 3: Stock Performance - Netflix shares have remained relatively flat since the last earnings report in July, but the stock has increased over 60% in the past year, with 69% of analysts maintaining a buy rating [6]

Joining us now is Barton Crockett from Rosenblat Securities. Barton, welcome. So, uh, from the September event, that dropping event when it was trading at 226, now it's at 262.So, kind of nice switch there. You're still neutral on it, but is Apple addressing enough of what the consumer wants that maybe this AI delay doesn't matter as much as the naysayers thought. You know, it's hard for me to get to a place where I'm going to argue that uh Apple is going to be growing earnings per share sustainably in the ...

Group 1 - The upcoming week is marked by significant earnings reports from Tesla and Netflix, alongside the release of the September CPI inflation report, which is expected to influence market sentiment [1][2][4] - The stock market has experienced a rebound, generating optimism for the coming week, particularly with the focus on mining and defense stocks [2][4] - U.S.-China trade talks are highlighted as a major factor that could impact market dynamics, especially in light of recent comments from former President Trump regarding China [4] Group 2 - Tesla is positioned as a key stock to watch, with expectations that it may exceed third-quarter earnings estimates, contributing to its strong market performance [4] - The market is also observing the performance of clean energy stocks, which have outperformed fossil fuel stocks despite facing backlash against ESG initiatives [4]

Netflix is scheduled to report earnings after the bell Thursday, with traders expecting shares could swing after the results. https://t.co/zZ5aXnbRN6 ...