Melissa Otto, Head of Research at Visible Alpha (S&P Global), breaks down Netflix's strong margin performance and growing ad business, noting its evolving model and potential upside for 2024..
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Motto: Netflix margins hit 31% in Q1—well above expectations

Melissa Otto, Head of Research at Visible Alpha (S&P Global), breaks down Netflix's strong margin performance and growing ad business, noting its evolving model and potential upside for 2024.