bearish

Netflix Inc

Netflix 4Q21: Don’t Look Down

Aaron has highlighted this Insight as a Top Pick
413 Views21 Jan 2022 22:05
Netflix's poor 1Q subscriber guidance implies 9M net adds for 2022, well below the ~25M level investors are accustomed to, implying saturation, competition, or both. We think both.
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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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