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Dan Rayburn says Netflix (NFLX) delivered a strong quarter, but weaker ad guidance and slowing engagement growth are drawing attention. He sees advertising, international growth and live sports as key opportunities, while Netflix needs to show Wall Street how those investments translate into profits and subscriber retention.

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Can Ads & Live Sports Keep Netflix (NFLX) Growing?

Schwab Network

Can Ads & Live Sports Keep Netflix (NFLX) Growing?