bearish

Netflix Inc

Ad-Based Streaming: Are We Sure This Is Netflix's Panacea (Or Disney?)

150 Views29 Sep 2022 07:49
Aince last quarter’s earnings Netflix is up 18%, outperforming the S&P by nearly 23%. 4 recent upgrades share the thesis that ads will stimulate (accretive) subscriber growth. We disagree.
Aaron has highlighted this Insight as a Top Pick
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Aaron Gabin
TMT & Consumer Independent Equity Research Analyst
Obex Capital Research
United StatesInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)
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