[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  V.C.F. [@VcircleFuture](/creator/twitter/VcircleFuture) on x XX followers Created: 2025-07-18 17:12:05 UTC 🚨 $NFLX just slipped investors a subtle tell — but is anyone watching before the next content wave hits? 📉 Q2 revenue came in slightly below expectations at $11.08B, while Q3 guidance was solid at +17% growth — better than street’s 14.8%. 📊 Margins were the soft spot: • Q3 op margin guide at XX% (in line, but not a beat). • FY op margin nudged to 29.5%, a shade under the FXN XX% bogey. 👥 The stickier issue? Engagement. • Viewing per member dipped, with total engagement up just 1%. • But Netflix insists that on a household basis, normalized engagement has held steady for XXX years — and sees a rebound in H2 with new IP (Squid Game 3, Wednesday, Knives Out sequel). 📌 What’s priced in? At ~$1,250/share, you’re paying ~35x 2026E EPS of $35–$36. To justify upside from here, bulls need to model out to 2027 with $XX EPS and still hold the 35x multiple — that only gets you to $XXXXX. 📉 So while this quarter doesn’t break the bull thesis, it also doesn’t stretch it further. XX engagements  **Related Topics** [fxn](/topic/fxn) [op](/topic/op) [$1108b](/topic/$1108b) [vcf](/topic/vcf) [$nflx](/topic/$nflx) [stocks communication services](/topic/stocks-communication-services) [Post Link](https://x.com/VcircleFuture/status/1946256673917837563)
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V.C.F. @VcircleFuture on x XX followers
Created: 2025-07-18 17:12:05 UTC
🚨 $NFLX just slipped investors a subtle tell — but is anyone watching before the next content wave hits?
📉 Q2 revenue came in slightly below expectations at $11.08B, while Q3 guidance was solid at +17% growth — better than street’s 14.8%.
📊 Margins were the soft spot: • Q3 op margin guide at XX% (in line, but not a beat). • FY op margin nudged to 29.5%, a shade under the FXN XX% bogey.
👥 The stickier issue? Engagement. • Viewing per member dipped, with total engagement up just 1%. • But Netflix insists that on a household basis, normalized engagement has held steady for XXX years — and sees a rebound in H2 with new IP (Squid Game 3, Wednesday, Knives Out sequel).
📌 What’s priced in? At ~$1,250/share, you’re paying ~35x 2026E EPS of $35–$36. To justify upside from here, bulls need to model out to 2027 with $XX EPS and still hold the 35x multiple — that only gets you to $XXXXX.
📉 So while this quarter doesn’t break the bull thesis, it also doesn’t stretch it further.
XX engagements
Related Topics fxn op $1108b vcf $nflx stocks communication services