Netflix stock initially popped after the streaming service announced quarterly results that topped Wall Street's estimates on all angles, but they reversed course as investors digested the information. Jason Helfstein, Head of Internet Research at Oppenheimer, joined us to dig into the numbers and explain why shares erased gains. Netflix added 4.45 million international subscribers, blowing past estimates for 3.72 million. The company made it evident it has no plans to slow down after forecasted it'll add 6.3 million total subscribers in Q4. Netflix also shared plans to dish out even more cash on content. The company anticipates it'll spend $7 billion- $8 billion in 2018. Helfstein says if investors were concerned about too much spending, the stock would be down more than it was.