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vandic
#NetflixQ3AdsAndMargins
The fundamental dynamic driving NFLX right now is a Transition from pure subscriber volume growth toward *monetization optimization* (ARPU expansion, ad inventory scale, and structural cost efficiencies)
I think subcription, advertising, and operating leverage are likely to play out for Q3 and beyond
Penafian: Konten OKX Orbit ini hanya disediakan untuk tujuan informasi. Selengkapnya
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