Netflix has been on the receiving end of much of the vitriol surrounding the strike, primarily from writers who say the economics of the streaming era have eroded their working conditions and hurt their overall compensation. The company already contended with angry shareholders last month, when they voted to reject lucrative pay packages for the company’s top executives. A rosy earnings report could certainly inflame those on the picket lines.

“The guilds will be listening to every word they say and will use it against them,” said Jessica Reif Ehrlich, a Bank of America analyst who will be leading the question-and-answer session with Netflix’s top executives after the earnings are announced. “The reality is, they are running a major business. Obviously, I will ask them about the strikes, but they have other things going on, like password sharing, which has nothing to do with the strike. I just don’t know how carefully worded or guarded they will be because of the potential reaction by the guilds.”

The company has already seen some benefits from the strike. Last month, Netflix reported it would be licensing original HBO shows from WarnerMedia, including “Insecure,” “Band of Brothers,” “The Pacific,” “Six Feet Under” and “Ballers.”

Netflix announced Wednesday morning that it had removed its $9.99 advertising-free “Basic” plan in the United States and Britain. Consumers who subscribe to this plan can stay on, but new subscribers will have to choose either the ad-supported plan at $6.99, or one of two ad-free options that cost either $15.49 for the “Standard” or $19.99 for “Premium.”

Unlike traditional entertainment companies, which have seen their stock prices drop since the writers’ strike began in May, Netflix shares have increased roughly 39 percent, reaching $474.80 at close of market on Tuesday.