Thread- $NFLX (Netflix, Inc.)

$NFLX {{ '2016-04-18T21:24:21+0000' | timeago}} • Webcast

Analyst asks about the VPN changes that has happened and the impact in 2Q16 guidance. $NFLX said that that change is in 1Q16 and it's a small minority. It's really inconsequential to the company as can be seen in 1Q16 results. In 1Q16, the company had a strong US growth and a robust $NFLX global launch validating this.

$VSAT {{ '2017-05-23T22:03:23+0000' | timeago}} • Webcast

Going forward, $VSAT expects to have continued challenging market conditions and multiple competitors in its market segments. The company estimates U.S. DoD budget wrangling to create lumpiness in award timing.

$VSAT {{ '2017-05-23T21:52:13+0000' | timeago}} • Webcast

$VSAT said that despite the high utilization of its existing satellites it still expects year-over-year revenue growth in FY18 and beyond. The company expects to increase its presence in Europe through its new joint venture and existing customer relationships.

$UVV {{ '2017-05-23T21:33:19+0000' | timeago}} • Webcast

$UVV delivered strong results for 4Q17 despite supply headwinds. On a segment basis, South America results were down, however, from lower volumes and higher factory unit cost as a result of the reduced buying program and lower third-party processing volumes in 2017.

$INTU {{ '2017-05-23T21:30:37+0000' | timeago}} • Webcast

$INTU stated that the bulk of its international growth in QuickBooks Online was driven by Canada, the UK and Australia. Brazil is on track and looking good so the company is confident in opportunities here. $INTU is exploring expansion opportunities in India.

$INTU {{ '2017-05-23T21:23:18+0000' | timeago}} • Webcast

$INTU is looking for opportunities to grow and expand by investing in product and marketing but these have to be at a positive NPV. The company believes, at the midpoint of its range, it will see about 50BP in margin expansion during 2017.

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