Dan Salmon (New Street Research)

Focus Areas6 topics

Revenue Growth2Macroeconomic2Cloud & AI1Innovation & R&D1Competitive Dynamics1Capex Investment1

Trends3 quarters

Questions per Quarter

Companies Covered

Question History3 questions

NFLXNetflix, Inc.3 quarters

2025 Q3

Are fill rates improving in line with your expectations as the Netflix, Inc. ad suite and new demand

Revenue GrowthCloud & AIInnovation & R&DView in transcript →

2025 Q1

Does the current macro environment change your approach to the television upfronts? Any broad thoughts

Revenue GrowthMacroeconomicCompetitive Dynamics