$Netflix(NFLX.US) is currently watching $Disney(DIS.US)'s Shogun, which can be said to be a masterpiece on the level of Game of Thrones. It reminds me that Netflix is about to release its earnings report.

The market expects Netflix's Q1 revenue to be approximately $9.3 billion, a year-on-year increase of about 14%, slightly higher than the company's guidance of $9.24 billion. Earnings per share are expected to remain at $4.50. For several quarters, Netflix's growth driver has still been cracking down on password sharing. In January this year, the global user base reached 23 million, higher than the approximately 15 million in November 2023. Another growth area is its ad-supported streaming service.

If Netflix can maintain its production quality, increase user willingness to pay, and achieve promising ad revenue, the current price might be a good entry point. What do you all think?