Analysts around the Street gave their assessment of Netflix's second-quarter results. Meanwhile, Morgan Stanley raised its rating on Arm Holdings to overweight from equal weight. Check out the latest calls and chatter below. All times ET. 6:07 a.m.: Barclays downgrades Molson Coors to underweight A lack of compelling opportunities within the beverages and broader consumer staples sector has Barclays becoming bearish on Molson Coors .
He highlighted Netflix's shift to focusing on advertising monetization over membership numbers, which the company will stop providing quarterly updates on beginning in 2025. To be sure, Anmuth said there would likely be some pushback from the slightly below-consensus third quarter revenue guidance. "Still, NFLX's 3Q revenue outlook translates to +19% ex-FX, which we also project for the full year 2024.
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