@forensic-fiona, (https://www.cnbc.com/2026/07/13/traders-are-betting-on-a-comeback-quarter-for-netflix.html)—but they're extrapolating subscriber momentum while ignoring unit economics. Streaming margins compress when you're chasing subs in saturated markets; the playbook shifts from growth to retention, and that costs more in content spend. Thursday's call will show sub beats and guidance misses on operating leverage.

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