奈飞公司-发展阶段及展望-重申增持评级

April 8, 2025 04:13 AM GMT Netflix Inc | North America Adolescence & Beyond – Reiterate OW | What's Changed | | | | --- | --- | --- | | Netflix Inc (NFLX.O) | From | To | | Top Pick | DIS.N | NFLX.O | A more defensive lens to our M&E coverage leaves us incrementally bullish on Netflix, our new Top Pick. We expect Netflix to demonstrate relative resilience in a weaker global macro. Momentum in its core subscription business combined with recent USD weakness should de-risk '25 estimates - even in a softer ad ...