NFLX - Netflix: Unstoppable Juggernaut

2024-02-18 20:25:15 ET

Summary

• Netflix's singular focus on streaming has allowed the company to pull ahead of competitors.
• Netflix is successfully leveraging its large user base for licensing deals.
• The recent consolidation in the streaming industry presents a major risk to Netflix.

Approximately 2 years ago, I wrote an article that discussed why Netflix ( NFLX ) would pull ahead of competitors. While the timing of that article could not have been worse, as the company soon plummeted after witnessing unprecedented subscriber growth slowdowns, every major point in that article has eventually essentially been proven correct. Netflix is clearly starting to snowball its lead over competitors like Disney + and Max....

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