Data Curveball, Margins & Movies, and The Elder Economy 7/20/23
The Exchange
00:00
The Ad Supported Tier Is Driving Revenue Growth
Expectations were really high going in. They had the big sub beat, number one. And then revenue was a little light, about 1% light versus our expectations. But we ended up raising our NetAdd in our margin assumptions and our price target to 515 from 500. So with paid sharing, you got the member being 2Q, the good guy in 3Q. And so mostly it's driving members.
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