EVENT REPLAY

US Internet Intro Call: Focus Call on NFLX

Date and Time
January 13, 2023
Hosted by Dan Salmon

10:00am ET-
Why: We rate NFLX at Neutral as the advertising strategy is still early. We like the long-term opportunity advertising offers but prefer stocks with greater exposure today. We think NFLX growing FCF profitability is a distinct advantage, and we look for FCF to become a bigger driver of the stock.

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