BUZZ-Street View: Netflix set to become the 'default' for long-form content consumption
** Netflix NFLX.O reaffirmed its dominance of the streaming video market on Tuesday, reporting a record number of subscribers over the holiday quarter
** Shares up 14.4% at $994.64 premarket
CONTENT STRENGTH TO BOOST ENGAGEMENT, REVENUE
** J.P. Morgan ("overweight," PT: $1,150) expects little pushback from co's price increase, primarily in the U.S., owing to its robust content slate for 2025
** Adds Netflix's global scale, strong engagement, diversified content to potentially make it the "default choice" for how users consume long-form content
** Canaccord Genuity ("buy," PT: $1,150) sees NFLX's ad-tier on track to become a substantial revenue contributer in FY26
** Piper Sandler ("overweight," PT: $1,100) says co poised to reach scale in all ad-tier countries in 2025; adds strong content slate for 2025 to support engagement
** Evercore ISI ("outperform," PT: $1,100) sees strength of net additions, despite price hikes, as key health indicator and of Co's improving relative value proposition and pricing power
(Reporting by Kanchana Chakravarty in Bengaluru)
((Kanchana.Chakravarty@thomsonreuters.com))
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