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Posted by
Two Blokes Apr 20 -
Filed in
Stock
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21 views
Netflix remains resilient with limited tariff exposure, strong earnings growth, and solid FCF generation, backed by an optimistic FY 2025 outlook. Management plans to double ad revenue in FY 2025 and expects revenue to double by FY 2030, implying a 15% CAGR, which seems optimistic given the current backdrop. NFLX hasn't factored in any global recession risks, as management downplayed the potential impact, which could affect subscriber growth and revenue if economic conditions worsen.
