Replies to post #6703 on Netflix Inc (NFLX)

[The Rainmaker]

Jefferies:
"NFLX delivered robust results across the board, beating on top and bottom line, and adding 1.96M / 5.46M U.S. and int'l subs (JEFe 1.45M / 4.90M). As we look to 2Q, net adds are expected to remain strong while margins stay in the 12% range - ahead of consensus. That said, the strength in 1H18 is largely due to timing, evident by mgmt's FY margin guidance of 10%-11%. We remain optimistic on the sub trajectory but Op Ex trends / cash burn remain a risk."