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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