Winter winds that have frozen other tech stocks have taken a wide berth of Netflix (NFLX 0.00%). The streaming sensation reports earnings tomorrow night, and if a recent rally is to be believed, investors are expecting good news.

Rick Munarriz says the bulls have it right, pointing to how handily Netflix has beaten estimates in each of the past four quarters. Hundreds more have shorted the shares ahead of the report. Netflix short interest is up 44% over the past year, according to data supplied by S&P Capital IQ.

Yet there's another metric that matters more than earnings beats and short interest, says Tim Beyers of Motley Fool Rule Breakers and Motley Fool Supernova. Click the video below to learn more, and then leave a comment to let us know where you stand on Netflix right now.