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Netflix Earnings Beat, Guidance and Strategy Raise Questions

7 min17 april 2026

Kenneth Suh and Matt Dolgin explain why Netflix (NFLX) shares slid even after posting an earnings beat. The main culprits: weaker guidance and news of Reed Hastings stepping down from the board. They discuss the balance between pricing power and subscriber retention as Netflix expands into live sports, advertising, and video podcasting.


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