they added nearly double estimates so let's bring in chloe meli. how did netflix do?i: by and large, they feet expectations in terms of subscribers to beat earnings and sales. and it created operating forecast for the year but there are things that worry investors, the first being subscriber metrics from first quarter of 2025, which means there was a slow down and also second-quarter is weaker, probably why there were a little bit of weakness. tom: they benefited from the clamp down password sharing. there is a question whether that will continue to benefit them. chloe meli: the password crackdown is boosting them and they've introduced subscription with ads developing quite well. 40% of customers are choosing that option and it is strong programming in the first quarter. love is blind, the gentleman, really good success. tom, thank you indeed. switching to luxury space, lori l bouncing back in the. saying strength in europe and north america offset sluggish demand in the market of china. let's bring in deborah aiken from bloomberg intelligence for a deep dive. key dr