2026-04-17
Recap: Q1 2026
WBD Risk Cleared, Core Delivers — Q2 Margin Compression Is Seasonal, Not Structural
2026-04-16
Flashcap: Q1 2026
The Termination Fee Flatters the Headline; the Q2 Content Ramp Spooked the Street — 10% After-Hours Selloff on an Operationally Intact Quarter Is the Setup, Not the Warning
2026-01-21
Recap: Q4 2025
The Margin Machine Delivers FY2025, Then Drops an $83B Bet on WBD — Pullback Improves Entry
2025-10-22
Recap: Q3 2025
Brazil Tax Noise Masks a Business That Is Actually Accelerating
2025-07-18
Recap: Q2 2025
Beat-and-Raise With 34% Margins, but the Street Wanted More at 48x Forward
2025-04-18
Recap: Q1 2025
The Margin Inflection Is Real: Netflix Posts a 350bps Operating Margin Beat and Enters a New Profitability Phase