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Loup TV 130: Netflix Casts Shadow Over Tech Earnings
Apple, Google , Netflix , Themes


  • Netflix missed their guidance for December and guided March sub adds down by 64%. While it’s common for Netflix to guide below the Street, the magnitude of the guide down is greater than typical.
  • Netflix is now trading at 6% higher than the pre-pandemic price which is testimony to the market focus for future growth.
  • Brace yourself, these results cast a shadow on the rest of tech. We will be paying most attention to the true tech barometers — Apple (reports on January 27) and Google (reports on February 1). Until Apple reports and we hear from the Fed, the tech market will be edge. 


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