Netflix: Failure of Expansion Plans or Company Guidance?

The transcript discusses Netflix's subscriber numbers, highlighting a shortfall in overseas subscribers compared to expectations. It emphasizes the importance of accurate guidance for Netflix due to its long-term content spending commitments. The discussion points to a misunderstanding of churn rates, particularly due to a pricing action that led to unexpected cancellations. Despite earnings growth from price hikes, concerns are raised about the sensitivity of Netflix's growth and its ability to meet future guidance. The transcript concludes with a cautious outlook on Netflix's aggressive future guidance.

What concerns are raised regarding Netflix's ability to grow its subscriber base?

What is the speaker's overall sentiment about Netflix's future guidance?