Amazingly, one group isn't just left behind, it just keeps losing money, while the other group is shrugging off this day with aplomb.
Ant and Alibaba are in talks with Chinese regulators about how the companies can proceed, perhaps without their figurehead.
Along with its total subscriber adds, keep an eye on Netflix's regional growth rates, as well as its free cash flow guidance and content spending outlook.
With George Sherman out as CEO, everything, including every mistake, is now on Ryan Cohen.
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