Synovus' Dan Morgan on Netflix

The video discusses Netflix's recent performance, highlighting its subscriber growth and market expectations. Despite positive results, Netflix faces valuation challenges due to mature markets and lower international revenue. IBM's restructuring efforts and reliance on chips are examined, with a focus on its dividend yield. The tech sector's resilience amid economic changes, such as inflation and potential Fed policy shifts, is also explored.

What was the subscriber growth for Netflix in the third quarter?

• 3.5 million

• 4.4 million

• 5.5 million

• 6.4 million

What is a major challenge for Netflix's valuation?

• High domestic growth

• Low international revenue per user

• Strong US subscriber growth

• Lack of competition

What percentage of IBM's revenue is attributed to its cloud unit?

• 30%

• 20%

• 50%

• 40%

What is IBM's current dividend yield?

• 3.6%

• 4.6%

• 5.6%

• 6.6%

What economic factor is mentioned as potentially impacting tech growth?

• Decreasing taxes

• Falling inflation

• Increasing regulation

• Rising unemployment

What is a potential consequence of a slowing economy on tech investments?

• Decreased interest in tech

• Increased investment in cyclicals

• Stable investment in all sectors

• More money gravitating towards tech

How long has the narrator been bullish on tech?

• 30 years

• 20 years

• 10 years

• 40 years