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Posted by
Two Blokes Jul 14 -
Filed in
Stock
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4 views
I reiterate my Strong Buy rating on Netflix, Inc., setting a fair value of $1,387 per share, driven by international expansion and content optimization. The extended partnership with CANAL+ positions Netflix for accelerated subscriber growth in French-speaking Africa, potentially adding 8.2 million subscribers and reducing market entry risks. Netflix's Q1 FY25 results exceeded expectations, with strong revenue and operating income growth; I expect continued momentum from ad-supported plans and disciplined content spending.
