. >> julia, thanks so much >> you have a buy rating on the stock, and then alex sherman is here as welluestion, where, you know, soft, and doing a lot of the heavy lift, we would have liked to have seen much more dispersion julia was making a point about saturation we couldn't agree more but on the other hand, i think there's positive d. the pricing power is still down, and also the fact that both engagement and retention are still above prepandemic levels while we think there's no question, is taking ahold, there's netflix we think is doing its and so we're not, by any means calling a new normal here we still things start to normalize even more. and thence of that name. as far as video games, that's one area, some type of an opportunity long term. >> alex, what stood out for you? >> the key figure, i think was the third quarter guidance figure of 3.5 million new net adds julia mentioned it at the end there, analysts were looking to about 5 to 5.5 million in the third quarter. the whole narrative around netflix is there's been a lot of chopiness because of the covid, production shutdown