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Published calls, with the work attached
Read every published call here. Thesis Street is invite-only: join to follow writers, discuss theses and publish your own.
Netflix beat its own profit forecast, held its 31.5% margin guide through a restructuring and bought back a record $4.8 billion of stock. Ads and U.S. engagement disappointed. We think a year of delivered earnings growth leaves room for the shares to rise from here.