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Mark Mahaney

Evercore ISI

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NeutralStock Picks leaning · 2026-07-16

On Netflix's just-released Q2: 'The market was widely expecting a miss and a lower, and the market got a miss and a lower' (@1:15) but 'there wasn't any slippage in engagement' (@1:24). Stock down more than 30% over three months, volatile after hours.

“I kind of think this is an at par quarter. Bar was low and they may have tripped over it.”

Mark Mahaney · Evercore ISI · CNBC ↗

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