And welcome to overtime. I'm Carl Kaitanilla in for Scott Wopner. You just heard the bells, but we're just getting started.

In a few moments, we're going to speak with J.P. Morgan's Marco Kalanovic, why he's calling for even more upside following today's rally.

We're gonna start there with the talk of the tape.

And of course, tonight it is all about earnings.

Results from Netflix and IBM Crossing at any moment.

Let's bring in our panel, Benchmark Senior analyst Matthew Herrigan, he covers Netflix with a hold rating.

Also joined by High Tower, Stephanie Lincoln, Odyssey Capitals, Jason Snipe, both CMBC contributors.

Great to see all of you. Thanks to being with this afternoon.

Jason, let me start with you in terms of what you're looking for on the Netflix print.

I think it's the name that you're underweight.

Yeah, Carl.

Obviously for me, you know, there's not a whole lot of conviction or high expectations coming into this print today.

You know, obviously I'm looking at the subs, two and a half million has been the number that we're all looking for.

Also want to see the impact of pulling out of Russia, you know, and, you know, how that's

an impact of the stock.

You know, and I think Julia just mentioned in the past segment I'm

really curious to see if they will ever explore an ad version of the of the app I

think that I think that would be great for margins and great critical to the growth going

forward I think that is a concern for me so guidance was weak for the last

quarter obviously the stock is down 42% year to date so not a lot of

expectations for me here but but it's been a hold and we trimmed it last

something yeah you see the reaction right here down 17% on the numbers that are just crossing Q1 revenue.

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