Nothing alarmingly bad in the $NFLX report. Just not much to get excited about either. Profit beats mainly via expense timing. More revenue growth slowing. Not much to make me believe that's going to change. Slightly underwhelming revenue guide due to slower than expected product rollouts. Not the end of the world. Just not all uplifting either. I continue to think the main issue is competition. 3 of the richest companies in the world are working hard to take market share in this arena. All of them can spend boatloads on content. None of them are reliant on their libraries as the core profit driver. All 3 of them can rationally operate their competing businesses at much lower margin than $NFLX can for a long time. Anecdotally ask yourselves 2 things: 1) How often did you talk with fr
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