SEVEN MEASURES
SEVEN MEASURES

Research

Netflix's Reported Earnings vs Its Cash Spending on Content

Netflix's operating margin reached 34.6 per cent in the third quarter. The cash it is spending on content is running further ahead of the cost it charges against earnings than at any point since 2023.

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2026

Company Research

Netflix's Reported Earnings vs Its Cash Spending on Content

Markets & Thematic Research

Core Capital Goods Orders vs Capital Goods Imports

Global Macro Strategy

Payroll Growth vs Working-Age Population Growth

Company Research

Carnival's Interest Savings vs Its Rising Fuel Bill

Markets & Thematic Research

Factory Construction Spending vs Manufacturing Capacity

Global Macro Strategy

Treasury Yields: Real Rates vs Inflation Compensation

Company Research

Oracle's $664bn Backlog vs the Cash to Deliver It

Markets & Thematic Research

U.S. Semiconductor Import Prices vs Export Prices

Markets & Thematic Research

Truckload Rates vs Freight Tonnage

Global Macro Strategy

Associated Gas as a Quarter of Lower 48 Supply

Global Macro Strategy

Federal Interest Costs vs the Fed's Policy Rate

Markets & Thematic Research

Aerospace Aftermarket vs New Aircraft Deliveries

Markets & Thematic Research

Power Equipment Backlogs vs Manufacturing Capacity

Markets & Thematic Research

AI Data Center Power Demand vs U.S. Generation Capacity