James Czerniawski previews Netflix (NFLX) earnings as the company doubles down on organic growth following its decision to walk away from a potential merger with Warner Bros. Discovery (WBD). He discusses how subscription price hikes and the ad‑supported tier are driving revenue growth, while Netflix pushes further into live sports and gaming to compete more directly with Walt Disney (DIS). The focus now turns to guidance and whether these initiatives can support the next leg of growth.