Netflix Inc. NFLX, -2.05% has been one of the biggest beneficiaries of the COVID-19 crisis, as more people flocked to streaming services amid quarantine measures and a dearth of traditional new TV programming in the first half of the year. Now the question is whether that easy growth is in the past.
A key issue for Tesla’s Wednesday afternoon earnings call is how the company’s demand is holding up. Tesla delivered 124,100 Model 3 and Y vehicles combined in the third quarter, despite having the capacity to make at least 150,000, according to Bernstein analyst Toni Sacconaghi. That utilization rate was less “than what we have seen in prior quarters, begging the question of whether demand or production was the constraint,” he wrote.
AT&T’s existing-subscriber promotion could help the company retain subscribers at a time when rival T-Mobile US Inc. TMUS, -0.29% is improving the quality of its network, but history has shown that generous subsidies don’t necessarily pay off for carriers when the whole industry is offering the same sorts of deals.
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