Mark May - Citi

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Last quote by Mark May

The disclosure that Netflix is going to pass the 100mn subscriber count this weekend suggests it is trending ahead of schedule towards its sub guidance for 2Q17. Considering the new seasons of House of Cards and Orange is the New Black are scheduled for release later this quarter as well, we believe guidance could prove conservative.feedback
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Apr 18 2017 Netflix
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Mark May is associated, including reach and platform. Most recently, Mark May has been quoted saying: “The expense growth guidance did come in higher than expected. I think that is what is limiting the upside on what otherwise was another spectacular quarter. We really like what Facebook is doing with this property. Yes, copying some of the best features of their peers, but being a fast follower and copying and seeing a lot of success from that. Facebook is now much more than just the big blue app. It's really a portfolio play. Lots of ways of generating incremental revenue for Facebook over the next several years.” in the article Why Facebook's big earnings beat is falling flat on Wall Street.
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