Turning season is heating up so let's get to it.

Motley full of money starts now.

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From full global headquarters this is Motley full money.

It's the Motley full money radio show. I'm Chris Hill joining me in studio Motley full

senior analyst Jason Moser and Andy Cross. Good to see you. It was always channel man.

Hey, hey Chris. We got the latest headlines from Wall Street. We will talk international

investing with Bill Mann and as always we got a couple of stocks on our radar.

But we begin with earning season heating up and first up is Netflix.

First quarter results were mixed with profits a little higher than expected.

Overall revenue a little lower. The company also announced it is delaying the rollout of its plan to crack down on password sharing.

Jason, a lot of focus on Netflix this week but for the first time in a long time there wasn't really a lot of talk about something that we typically hear which is their subscriber number.

Do you think Netflix is moving into a new phase here? No question about it I think.

In the past to your point there the focus was always subscribers subscribers right.

That is absolutely taking a backseat now in the real story for this quarter revolved around the paid sharing and advertising.

But in regard to metrics that matter I mean that the company is now encouraging us to focus on revenue growth and operating margin.

That is going to be the indicator of success and profitability for the business.

And it is subscribers almost like a footnote in the release now.

To that point they did bring in 1.8 million subscribers so that is good news.

In revenue when you exclude currency effects grew 8% operating margin down a little bit but they really based that on currency impacts as well.

To the paid sharing and the advertising first paid sharing it is slow going.

And it seems to be delivered on their part they want to make sure they get it right and maintain a positive member experience.

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