Caroline Hyde

Did we learn any more about how aggressive Netflix is going to be in acquiring more IP?

Bloomberg's Felix Gillette with the Netflix breakdown.

Thank you very much.

Let's stick with Netflix earnings.

Helena Wang, research analyst at Philips Security, says the company is, quote, in an ideal position and has an accumulate call on the stock.

She joins us now.

Helena, why then is Netflix in an ideal position?

What are the data points that you point us to from that earnings call and earnings print?

Helena, like all analysts, you're trying to model for what happens next, and you put things in the pro column and the con column.

Where does this situation with Warner Brothers Discovery fit?

Into which column?

Helena, for the last few years, several years, Caroline and I have been told constantly that in this streaming race, content is king.

So why is Netflix not getting more support, particularly in the stock, for just going out there and being aggressive to keep the library growing, having more content?

Herna, which piece of this Warner Brothers discovery proposed transaction interests you more?

The studios or taking HBO Max and doing something with it?

And again, he's delivering a very nuanced message, but everything is designed to ease the passage of AI.

I think it's really important to point out, despite the news headlines and articles written, none of this is new, particularly the point that the investment in AI infrastructure will generate skilled labor jobs, plumbing, electricians, for example.

Also, there were no questions put to him in an extended on-stage conversation about China, but Bloomberg's reporting citing sources that he will go to China.

That is in and of itself quite a normal thing for him to do, but what do we need to know about that?

Just one quick introduction, Tim, which I apologize for.