Brian Stewart, our director of news here at Seeking Alpha. Welcome back to the podcast. Great to have you as always.

Thank you. Great to be back. So, end of January, one more week, I guess, for this podcast in

January. We're in the thick of earning season, I would say. I think that might be a good place to

start in terms of dissecting recent earnings. What would you say there? Who would you call out as the

winners and who would you call out as maybe maybe or second tier or losers for lack of a

better term. Yeah, we don't want to think of anybody's loser, but yeah. No, we don't. So I think

Netflix is the place to start when talking about recent earnings announcements. It's really the biggest

non-financial name to announce so far. It's up about 12% in the past week, largely due to a post-earnings pop.

The company beat expectations, both on revenue earnings. And then that headline, the major

headline was really that they added 18.9 million net subscribers, which was doubling expectations,

which is a huge win for them. They were helped by live events, the Tyson versus Paul fight, and then

the NFL games they showed on Christmas. Also, Squid Games, the new season came in. So really

nice content slate. I think if you were bearish on that stock, especially after the post-earnings

pop, the argument would be that it might not be repeatable.

You're not going to add 19 million subscribers every quarter from here on out.

So it might be baked in.

I think the interesting thing to look at with Netflix is whether or not it's going to be

kind of more of a content play, whether it's fundamentally becoming sort of a movie studio, a sense, you know, kind of the way Disney kind of lives and dies on its Marvel franchise

and Star Wars and things like that. Maybe Netflix is getting to the point where you kind of have

to look at its schedule and kind of take its cues from there. And what else would you say in terms of

earnings? Next week, looms really large in earnings. There's a lot of big tech

companies. Some interesting action kind of ahead of those. I don't know, signs of disappointment,

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