Tim Stenovec
speaker
570 appearances
10 recordings
1 series
first heard Apr 2026
last heard 30 Jul
Tim Stenovec’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 5.
Appearances
Ish.
All right, I want to go back to Alphabet, if I may.
Tesla's still under pressure, selling off a bit after the market trade here.
Alphabet's been bouncing around, so I want to go back to you, Mandip, because I'm looking at our live blog, our markets live blog, and they're pointing out most of its biggest businesses were ahead of analyst expectations with the exception of Search, which was a touch below.
What is it that you think we need to hear about?
On the call, is it about what's happening, what's going on with spending, like the outlook here more specifically?
We are focused on Netflix.
We're gonna bring up the trade for you because we did see the stock bouncing around in the after hours.
I remind you that it's down more than 20% year to date, down more than 30% since hitting uh a recent high back on April 16th.
That's when it reported earnings last time and there was disappointment about revenues and call it so two quarters in a row.
Uh quick check on some of the numbers in terms of net.
Netflix.
And we did see that, as we mentioned, uh second consecutive quarter of slowing sales.
The company projected revenue of $12.9 billion and earnings of 82 cents a share.
So again, a second consecutive quarter of slowing sales growth.
And so investors have got to be having some questions about, you know, where does growth come from and what's the future for Netflix?
Although, let's point out, still the giant when it comes to stream.
When does a utility with second consecutive quarters of slowing sales growth when does that trend become worrisome?
Does it have to be three?
Does it have to be four?
Showing 201–220 of 570 · page 11 of 29
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