Playing FTSE

Netflix Earnings Deep Dive!


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What should investors think of this week's Tesla earnings? Just one of the questions that we're not answering on this week's PlayingFTSE show!  We're actually looking at Netflix, Twitter, and ASML.  

Netflix reported earnings recently. It's a stock we've been looking at closely, so Steve D has the news and the insight. There are four parts to our Netflix breakdown -- subscriber numbers, the capital structure, an ad-supported tier, and some acquisition news.   

The company posted better than expected subscriber numbers, which Steve D called well ahead of time. So is the news surprising to our Netflix shareholder, or what he was expecting? And what does he think of the shift away from US and European users to Asia Pacific ones?  

The introduction of an ad-supported tier looks interesting. Will Netflix be mostly ad-supported with some premium subscribers, or mostly premium with some ad-support. Steve W wants to know the answer and Paul has some interesting ideas for him.  

Meanwhile, like the rest of us, Elon Musk is attempting to avoid owning Twitter stock. Unlike the rest of us, though, he's being pursued through the courts by the company trying to make him. Paul's been looking at the terms of the case and the Steves have some ideas about what might happen. But could there be something underneath the surface here? There usually is with Elon...  

Steve W's been having a difficult time lately, with rising share prices making it harder for him to find things that he wants to buy. But maybe ASML could be the answer. Paul and Steve D both own the stock and their earnings this week were strong. 

ASML makes lithography machines. And they've been shipping them out all over the place. So why aren't their revenues higher? Paul knows why. And is it a problem that their machines are so expensive that only a few customers can afford them? Steve D has the answer.  

Only on this week's PlayingFTSE!

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