Implied Expectations

Implied Expectations

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Implied Expectations
Implied Expectations
Netflix

Netflix

Implied Expectations
Apr 02, 2019
∙ Paid

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Implied Expectations
Implied Expectations
Netflix
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  • Netflix's domestic contribution margins have been flat for four years, but surging underlying gross margins have been offset by surging marketing investments.

  • Over time, I think domestic incremental g…

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