Netflix Rising, WWE Preparing

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 19 October 2022

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

Netflix surprises Wall Street and throws down the gauntlet at streaming competitors. (0:21) Tim Beyers discusses: - 3rd-quarter profits, revenue, and subscriber growth coming in higher than expected - Optimism around Netflix's new ad platform - Why he believes the stock is fairly valued (with room to run) (11:00) Nick Sciple and Jim Gillies discuss the business of World Wrestling Entertainment and how the company may be preparing itself to be acquired. Companies discussed: NFLX, DIS, AAPL, WWE, CMCSA Host: Chris Hill Guest: Tim Beyers, Nick Sciple, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Don't call it a comeback.
0:06.7	That Flix has been here for years.
0:08.8	Motley Full of Money starts now.
0:14.8	I'm Chris Hill joining me today at Motley Full of Senior Analysts Tim Buyers.
0:24.6	Thanks for being here.
0:25.6	Thanks for having me, Chris.
0:27.2	You recently dominated Norwood Live, think and eventually they have particularly
0:33.2	accal
0:47.6	potential.
0:55.5	Say it.
0:56.4	You can say, let's go ahead and say it
0:58.7	because that's a huge difference.
1:00.6	They did say 1 million paid net ads coming into this quarter,
1:05.1	they end up at 2.4 million instead.
1:07.8	And materially all of that, Chris,
1:10.2	comes from Asia Pacific in Amia.
1:12.3	So in the Asia Pacific region,
1:14.9	1.4 million paid memberships,
1:18.1	that was versus 2.2 million in last year's Q3,
1:22.1	and 0.6 million versus 1.8 million in the year ago quarter.
1:26.0	But that's essentially it.
1:27.6	I mean, only 0.1 million in so 100,000 paid net ads here
	...

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