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JH
Jason Helfstein
Oppenheimer
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Ahead of Netflix's report after the 7/16 close; anchor frames it: investors waiting to see 'how soft the viewing numbers might be' after a Q2 price increase, with subscribers downgrading or canceling (@2:27).
“We do think that probably caused some downgrades. Our work suggested that 18 percent of U.S. subscribers downgraded. I've seen some other third party work suggesting it's more than that.”
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