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Hsbehxbwj
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2021-07-31
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2021-07-26
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2021-07-26
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3 Reasons I'm Not Worried About Netflix's Domestic Subscriber Loss
The underlying details of the company's net addition numbers are important.
3 Reasons I'm Not Worried About Netflix's Domestic Subscriber Loss
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2021-07-26
[Cool]
EU gives Google 2 months to improve hotel, flight search results
BRUSSELS, July 26 (Reuters) - Alphabet unit Google has two months to improve the way it presents int
EU gives Google 2 months to improve hotel, flight search results
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","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800223467","repostId":"2154957883","repostType":4,"isVote":1,"tweetType":1,"viewCount":2366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800229929,"gmtCreate":1627306062761,"gmtModify":1703487203169,"author":{"id":"3556752673193560","authorId":"3556752673193560","name":"Hsbehxbwj","avatar":"https://static.tigerbbs.com/c523d48ce5cb178e04ff16dc5e061515","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556752673193560","authorIdStr":"3556752673193560"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800229929","repostId":"1180556152","repostType":4,"repost":{"id":"1180556152","kind":"news","pubTimestamp":1627304299,"share":"https://ttm.financial/m/news/1180556152?lang=en_US&edition=fundamental","pubTime":"2021-07-26 20:58","market":"us","language":"en","title":"3 Reasons I'm Not Worried About Netflix's Domestic Subscriber Loss","url":"https://stock-news.laohu8.com/highlight/detail?id=1180556152","media":"Motley Fool","summary":"The underlying details of the company's net addition numbers are important.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Netflix lost 430,000 subscribers in the U.S. and Canada during the second quarter.</li>\n <li>Digging into the factors impacting subscriber growth shows more bullish trends.</li>\n <li>The long-term picture also favors Netflix.</li>\n</ul>\n<p></p>\n<p>It shouldn't be a big surprise that <b>Netflix</b>(NASDAQ:NFLX)lost subscribers in its mature U.S. and Canada (UCAN) region during the second quarter. But the size of the loss -- a 430,000 drop in active subscribers -- still jumped off the page when Netflix released its earnings results.</p>\n<p>While the UCAN region has shown signs of saturation for several years now, there's no reason for investors to think last quarter's results are an indication of what's ahead for the video-streaming leader. Here are three reasons why the subscriber loss doesn't worry me.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac05e16288edfa9bed42606de660810c\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: NETFLIX.</span></p>\n<p><b>1. Improving subscriber engagement and retention</b></p>\n<p>Netflix's subscriber losses didn't come from a spike in cancellations as businesses reopened and the weather warmed up in the U.S. and Canada. In fact, management noted subscriber engagement and retention improved in the second quarter compared to the same period two years ago. The average Netflix subscriber around the world spent 17% more time streaming in this latest period than in the second quarter of 2019.</p>\n<p>That statistic is particularly impressive in light of two factors investors would expect to result in an increase in churn and a decrease in engagement. First, Netflix raised its prices yet again in the U.S. and Canada (and other markets) in late 2020 and early 2021. Management previously noted some sensitivity to its last price increase in 2019, which showed up in its second-quarter results that year.</p>\n<p>The second factor is the relatively light content slate of early 2021. COVID-19-related production delays forced much of Netflix's original content lineup to the second half of the year, more so than previous years. Management pointed out that content amortization over the first six months of the year increased just 9% year over year versus 17% in 2020 and 22% in 2019. Nonetheless, it seems Netflix's content spending is becoming more efficient as it scales.</p>\n<p>Considering churn is one of the most important factors for the video-streaming industry, seeing Netflix continue to add total paid subscribers in this environment is a great sign for long-term growth.</p>\n<p><b>2. Limited impact from competition</b></p>\n<p>Netflix has a lot more competition than it did just a couple years ago.<b>Walt Disney</b>'s Disney+ and <b>AT&T</b>'s HBO Max have attracted a lot of attention, and other media companies have launched or expanded their streaming businesses.</p>\n<p>But management says their entries into the market haven't had a big impact on Netflix's business. \"Does HBO or Disney or other entries have a differential impact compared to the past?\" co-CEO Reed Hastings asked rhetorically during Netflix's second-quarter earnings call. \"[W]e're not seeing that in the detail that we have per country,\" he said before adding, \"We're not seeing it in the total viewing.\"</p>\n<p>In other words, when you look at Netflix's results in countries where the competitors are and where they aren't, management doesn't see a significant impact from the competition on its respective growth trajectories.</p>\n<p>Netflix's third-quarter outlook calls for 3.5 million global net additions. That's still a relatively low number of net additions for Netflix, but looking past the third quarter, there are a couple reasons to be optimistic.</p>\n<p>First of all, management expects net additions to normalize in the fourth quarter as the content slate catches back up, and it moves into a seasonally strong period. Netflix managed a strong fourth quarter in 2020 that was practically normal compared to 2019 and 2018. That didn't prevent the COVID-19 hangover from showing up in the first half of 2020, though. Nonetheless, a more normal fourth quarter is a sign that content is the key to driving subscriber growth and should provide confidence for 2022 and beyond.</p>\n<p>Second, the secular growth of streaming is still in its early stages. Management pointed to <b>Nielsen</b> data that showedstreaming accounted for just 26% of screen timein the U.S., and the vast majority of time spent watching television still goes to linear networks. Nielsen expects streaming to increase its share of screen time to 33% by the end of the year and to keep growing in 2022 and beyond. Netflix should be a beneficiary of this secular trend as more people cut the cord and shift to streaming as their primary source of video entertainment.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons I'm Not Worried About Netflix's Domestic Subscriber Loss</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons I'm Not Worried About Netflix's Domestic Subscriber Loss\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 20:58 GMT+8 <a href=https://www.fool.com/investing/2021/07/25/3-reasons-im-not-worried-netflixs-subscriber-loss/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nNetflix lost 430,000 subscribers in the U.S. and Canada during the second quarter.\nDigging into the factors impacting subscriber growth shows more bullish trends.\nThe long-term picture ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/25/3-reasons-im-not-worried-netflixs-subscriber-loss/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/07/25/3-reasons-im-not-worried-netflixs-subscriber-loss/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180556152","content_text":"Key Points\n\nNetflix lost 430,000 subscribers in the U.S. and Canada during the second quarter.\nDigging into the factors impacting subscriber growth shows more bullish trends.\nThe long-term picture also favors Netflix.\n\n\nIt shouldn't be a big surprise that Netflix(NASDAQ:NFLX)lost subscribers in its mature U.S. and Canada (UCAN) region during the second quarter. But the size of the loss -- a 430,000 drop in active subscribers -- still jumped off the page when Netflix released its earnings results.\nWhile the UCAN region has shown signs of saturation for several years now, there's no reason for investors to think last quarter's results are an indication of what's ahead for the video-streaming leader. Here are three reasons why the subscriber loss doesn't worry me.\nIMAGE SOURCE: NETFLIX.\n1. Improving subscriber engagement and retention\nNetflix's subscriber losses didn't come from a spike in cancellations as businesses reopened and the weather warmed up in the U.S. and Canada. In fact, management noted subscriber engagement and retention improved in the second quarter compared to the same period two years ago. The average Netflix subscriber around the world spent 17% more time streaming in this latest period than in the second quarter of 2019.\nThat statistic is particularly impressive in light of two factors investors would expect to result in an increase in churn and a decrease in engagement. First, Netflix raised its prices yet again in the U.S. and Canada (and other markets) in late 2020 and early 2021. Management previously noted some sensitivity to its last price increase in 2019, which showed up in its second-quarter results that year.\nThe second factor is the relatively light content slate of early 2021. COVID-19-related production delays forced much of Netflix's original content lineup to the second half of the year, more so than previous years. Management pointed out that content amortization over the first six months of the year increased just 9% year over year versus 17% in 2020 and 22% in 2019. Nonetheless, it seems Netflix's content spending is becoming more efficient as it scales.\nConsidering churn is one of the most important factors for the video-streaming industry, seeing Netflix continue to add total paid subscribers in this environment is a great sign for long-term growth.\n2. Limited impact from competition\nNetflix has a lot more competition than it did just a couple years ago.Walt Disney's Disney+ and AT&T's HBO Max have attracted a lot of attention, and other media companies have launched or expanded their streaming businesses.\nBut management says their entries into the market haven't had a big impact on Netflix's business. \"Does HBO or Disney or other entries have a differential impact compared to the past?\" co-CEO Reed Hastings asked rhetorically during Netflix's second-quarter earnings call. \"[W]e're not seeing that in the detail that we have per country,\" he said before adding, \"We're not seeing it in the total viewing.\"\nIn other words, when you look at Netflix's results in countries where the competitors are and where they aren't, management doesn't see a significant impact from the competition on its respective growth trajectories.\nNetflix's third-quarter outlook calls for 3.5 million global net additions. That's still a relatively low number of net additions for Netflix, but looking past the third quarter, there are a couple reasons to be optimistic.\nFirst of all, management expects net additions to normalize in the fourth quarter as the content slate catches back up, and it moves into a seasonally strong period. Netflix managed a strong fourth quarter in 2020 that was practically normal compared to 2019 and 2018. That didn't prevent the COVID-19 hangover from showing up in the first half of 2020, though. Nonetheless, a more normal fourth quarter is a sign that content is the key to driving subscriber growth and should provide confidence for 2022 and beyond.\nSecond, the secular growth of streaming is still in its early stages. Management pointed to Nielsen data that showedstreaming accounted for just 26% of screen timein the U.S., and the vast majority of time spent watching television still goes to linear networks. Nielsen expects streaming to increase its share of screen time to 33% by the end of the year and to keep growing in 2022 and beyond. Netflix should be a beneficiary of this secular trend as more people cut the cord and shift to streaming as their primary source of video entertainment.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":2107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800267930,"gmtCreate":1627305930620,"gmtModify":1703487199371,"author":{"id":"3556752673193560","authorId":"3556752673193560","name":"Hsbehxbwj","avatar":"https://static.tigerbbs.com/c523d48ce5cb178e04ff16dc5e061515","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556752673193560","authorIdStr":"3556752673193560"},"themes":[],"htmlText":"[Cool] ","listText":"[Cool] ","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800267930","repostId":"2154950089","repostType":4,"repost":{"id":"2154950089","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1627301435,"share":"https://ttm.financial/m/news/2154950089?lang=en_US&edition=fundamental","pubTime":"2021-07-26 20:10","market":"us","language":"en","title":"EU gives Google 2 months to improve hotel, flight search results","url":"https://stock-news.laohu8.com/highlight/detail?id=2154950089","media":"Reuters","summary":"BRUSSELS, July 26 (Reuters) - Alphabet unit Google has two months to improve the way it presents int","content":"<p>BRUSSELS, July 26 (Reuters) - Alphabet unit Google has two months to improve the way it presents internet search results for flights and hotels and explain how it ranks these or face possible sanctions, the European Commission and EU consumer authorities said on Monday.</p>\n<p>The world's most popular internet search engine has long faced scrutiny from antitrust enforcers and consumer groups around the world over its business practices, which in some cases have landed it with hefty fines.</p>\n<p>The latest grievance centres on the prices on its services Google Flights and Google Hotels.</p>\n<p>The final prices for these should include fees or taxes that can be calculated in advance, while reference prices used to calculate promoted discounts should be clearly identifiable, the EU executive and national consumer watchdogs, led by the Dutch agency and the Belgian Directorate General for Economic Inspection, said in a joint statement.</p>\n<p>\"EU consumers cannot be misled when using search engines to plan their holidays. We need to empower consumers to make their choices based on transparent and unbiased information,\" EU Justice Commissioner Didier Reynders said.</p>\n<p>The agencies also told Google to revise the standard terms of its Google Store because some cases showed that traders have more rights than consumers.</p>\n<p>If Google's proposals are not sufficient, the agencies will discuss the issue further with the company and may impose sanctions.</p>\n<p>Google said in a statement: \"We welcome this dialogue and are working closely with consumer protection agencies and the European Commission to see how we can make improvements that will be good for our users and provide even more transparency.\" </p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EU gives Google 2 months to improve hotel, flight search results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEU gives Google 2 months to improve hotel, flight search results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-26 20:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BRUSSELS, July 26 (Reuters) - Alphabet unit Google has two months to improve the way it presents internet search results for flights and hotels and explain how it ranks these or face possible sanctions, the European Commission and EU consumer authorities said on Monday.</p>\n<p>The world's most popular internet search engine has long faced scrutiny from antitrust enforcers and consumer groups around the world over its business practices, which in some cases have landed it with hefty fines.</p>\n<p>The latest grievance centres on the prices on its services Google Flights and Google Hotels.</p>\n<p>The final prices for these should include fees or taxes that can be calculated in advance, while reference prices used to calculate promoted discounts should be clearly identifiable, the EU executive and national consumer watchdogs, led by the Dutch agency and the Belgian Directorate General for Economic Inspection, said in a joint statement.</p>\n<p>\"EU consumers cannot be misled when using search engines to plan their holidays. We need to empower consumers to make their choices based on transparent and unbiased information,\" EU Justice Commissioner Didier Reynders said.</p>\n<p>The agencies also told Google to revise the standard terms of its Google Store because some cases showed that traders have more rights than consumers.</p>\n<p>If Google's proposals are not sufficient, the agencies will discuss the issue further with the company and may impose sanctions.</p>\n<p>Google said in a statement: \"We welcome this dialogue and are working closely with consumer protection agencies and the European Commission to see how we can make improvements that will be good for our users and provide even more transparency.\" </p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154950089","content_text":"BRUSSELS, July 26 (Reuters) - Alphabet unit Google has two months to improve the way it presents internet search results for flights and hotels and explain how it ranks these or face possible sanctions, the European Commission and EU consumer authorities said on Monday.\nThe world's most popular internet search engine has long faced scrutiny from antitrust enforcers and consumer groups around the world over its business practices, which in some cases have landed it with hefty fines.\nThe latest grievance centres on the prices on its services Google Flights and Google Hotels.\nThe final prices for these should include fees or taxes that can be calculated in advance, while reference prices used to calculate promoted discounts should be clearly identifiable, the EU executive and national consumer watchdogs, led by the Dutch agency and the Belgian Directorate General for Economic Inspection, said in a joint statement.\n\"EU consumers cannot be misled when using search engines to plan their holidays. We need to empower consumers to make their choices based on transparent and unbiased information,\" EU Justice Commissioner Didier Reynders said.\nThe agencies also told Google to revise the standard terms of its Google Store because some cases showed that traders have more rights than consumers.\nIf Google's proposals are not sufficient, the agencies will discuss the issue further with the company and may impose sanctions.\nGoogle said in a statement: \"We welcome this dialogue and are working closely with consumer protection agencies and the European Commission to see how we can make improvements that will be good for our users and provide even more transparency.\"","news_type":1,"symbols_score_info":{"GOOGL":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":1619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}