{"id":662682,"date":"2025-04-15T00:20:44","date_gmt":"2025-04-14T21:20:44","guid":{"rendered":"https:\/\/en.buradabiliyorum.com\/is-netflix-the-safe-hollywood-stock-now\/"},"modified":"2025-04-15T00:20:44","modified_gmt":"2025-04-14T21:20:44","slug":"is-netflix-the-safe-hollywood-stock-now","status":"publish","type":"post","link":"https:\/\/buradabiliyorum.com\/en\/is-netflix-the-safe-hollywood-stock-now\/","title":{"rendered":"Is Netflix the Safe Hollywood Stock Now?"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_85 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-6a379f88ce03a\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #dd3333;color:#dd3333\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #dd3333;color:#dd3333\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-6a379f88ce03a\" checked aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/buradabiliyorum.com\/en\/is-netflix-the-safe-hollywood-stock-now\/#Snapshot_Streaming_Subscribers\" >Snapshot: Streaming Subscribers<\/a><\/li><\/ul><\/nav><\/div>\n<div>\n<p class=\"paragraph larva \/\/  a-font-body-m     \">\n\tWith worries about the impact of a global tariffs war, recession fears and stock market volatility, where should <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/social-mediaa\/\" data-internallinksmanager029f6b8e52c=\"1\" title=\"Social Media\" target=\"_blank\" rel=\"noopener\">media<\/a> and entertainment investors put their money in such tumultuous times? <\/p>\n<p class=\"paragraph larva \/\/  a-font-body-m     \">\n\t<strong>Morgan Stanley <\/strong>analyst<strong> Benjamin Swinburne<\/strong> recommends Netflix shares ahead of the streaming giant\u2019s first-quarter earnings report after the stock market close on April 17.<\/p>\n<p class=\"paragraph larva \/\/  a-font-body-m     \">\n\t\u201cA more defensive lens to our media &amp; entertainment coverage leaves us incrementally bullish on Netflix,\u201d he wrote in a recent report. \u201cWe expect Netflix to demonstrate relative resilience in a weaker global macro. Momentum in its core sub<a href=\"https:\/\/buradabiliyorum.com\/en\/category\/download-scripts-themes-apps\/\" data-internallinksmanager029f6b8e52c=\"9\" title=\"Download Scripts &amp; Themes &amp; Apps\" target=\"_blank\" rel=\"noopener\">script<\/a>ion business combined with recent U.S. dollar weakness should de-risk \u201925 estimates \u2013 even in a softer ad market.\u201d Reiterating his \u201coverweight\u201d rating on the stock, he designated Netflix his new top pick in the sector, noting that he and his team \u201cview the recent<br \/>pullback [in the stock] as a buying opportunity, with over 30 percent upside to our <strong>$1,150<\/strong> price target.\u201d<\/p>\n<p class=\"paragraph larva \/\/  a-font-body-m     \">\n\tAfter its recent pullback, the stock was up only 3 percent year-to-date as of Friday\u2019s stock market close.<\/p>\n<p class=\"paragraph larva \/\/  a-font-body-m     \">\n\tWhen Netflix posts its first-quarter 2025 results this week, the company, led by co-CEOs Ted Sarandos and Greg Peters, will no longer share subscriber figures. But Wall Street will look out for qualitative color on subscriber trends, including in the company\u2019s advertising tier, and such hot-button issues as proposals for a streaming levy in the U.K. and\u00a0investment requirements for global streamers in Germany.<\/p>\n<p class=\"paragraph larva \/\/  a-font-body-m     \">\n\tIt\u2019s also a safe bet to expect Netflix executives to tout the success of such original <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/watch-movies-tv-seriess\/\" data-internallinksmanager029f6b8e52c=\"8\" title=\"Watch Movies &amp; TV Series\" target=\"_blank\" rel=\"noopener\">series<\/a> as <em>Adolescence<\/em>, and seasons 2 of <em>The Night Agent<\/em> and <em>Squid <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/game\/\" data-internallinksmanager029f6b8e52c=\"7\" title=\"Game\" target=\"_blank\" rel=\"noopener\">Game<\/a><\/em>.<\/p>\n<p class=\"paragraph larva \/\/  a-font-body-m     \">\n\t\u201cFinancials in Focus as Regular Membership Reporting Sunsets,\u201d was the headline <strong>Guggenheim <\/strong>analyst<strong> Michael Morris<\/strong> used for his earnings preview, in which he maintained a \u201cbuy\u201d rating and <strong>$1,100<\/strong> price target on Netflix shares. <\/p>\n<p class=\"paragraph larva \/\/  a-font-body-m     \">\n\t\u201cWe continue to see incremental value creation via further membership growth, pricing power, and adjacent and emerging revenue streams,\u201d he wrote. \u201cOur third-party data analysis points to solid first-quarter membership growth, similar to the third-quarter 2024 level,\u201d when the streamer added 5.1 million subs. \u201cThe first-quarter content slate was lighter than the blockbuster 4Q offering (which included Jake Paul vs. Mike Tyson and two NFL Christmas Day games), but still included the release of hits <em>Back in Action<\/em>, <em>Night Agent <\/em>season 2, and <em>Adolescence<\/em> (top 10 series all-time in first three weeks), as well as continued benefit from season 2 of <em>Squid Game<\/em>, which premiered Dec. 26 (190 million-plus total views).\u201d<\/p>\n<p class=\"paragraph larva \/\/  a-font-body-m     \">\n\tConcluded Morris: \u201cWe forecast reported first-quarter revenue modestly ahead of guidance as we have moderated our foreign-exchange headwind assumptions and continue to anticipate that full-year advertising revenue will roughly double despite our expectation of incremental macroeconomic pressure on ad spend.\u201d<\/p>\n<p><strong>TD Cowen <\/strong>analyst<strong> John Blackledge<\/strong> echoed that notion in his report entitled \u201cWell positioned despite macro.\u201d In it, he wrote: \u201cOur first-quarter survey shows Netflix remains the top choice for living room viewing. We view Netflix as the most defensive name in our universe amid a tougher macro backdrop.\u201d<\/p>\n<p class=\"paragraph larva \/\/  a-font-body-m     \">\n\tAs a result, the analyst maintained his \u201cbuy\u201d on Netflix\u2019s stock with a <strong>$1,150<\/strong> price target, suggesting: \u201cInvestors will look for updates around Netflix\u2019s burgeoning ad tier.\u201d And he added that the firm increased prices in the U.S., Canada, Portugal, and Argentina in January, \u201cwhich should benefit average revenue per member.\u201d<\/p>\n<p>The expert also highlighted that \u201cwe don\u2019t expect Netflix to face [a] significant (direct) tariff impact.\u201d Concluded Blackledge: \u201cGiven macro volatility, we view Netflix as arguably the most defensive stock in our coverage universe amid any broader slowdown given robust underlying business demand from an increasingly global content slate, with tentpole content returning in \u201925 (<em>Wednesday<\/em>, <em>Stranger Things<\/em>, etc); strong value proposition, especially versus out-of-home entertainment options (with low-priced ad tier avail in 12 of its largest markets); and secular adoption of streaming video.\u201d<\/p>\n<p>In his report, Swinburne also highlighted key drivers of his positive stance. \u201cThe most recent engagement report reinforces our bullish view as Netflix leverages originals, licensed content and its global studio to drive member value,\u201d he noted, touting \u201cdurable growth built on nearly two hours a day of engagement per member.\u201d<\/p>\n<p class=\"paragraph larva \/\/  a-font-body-m     \">\n\tConcluded Swinburne: \u201cOur long-term view increasingly sees the global streaming market led by Netflix and YouTube \u2013 two $40 billion-plus businesses today. This increases the opportunity and necessity around advertising monetization success at Netflix, as YouTube has already built a big subscription revenue business.\u201d<\/p>\n<p class=\"paragraph larva \/\/  a-font-body-m     \">\n\t<strong>Bank of America <\/strong>analyst<strong> Jessica Reif-Ehrlich<\/strong> on Thursday also touted Netflix, on which she has a <strong>$1,175<\/strong> stock price target, and its defensive benefits in the current environment. \u201cEntering 2025, we were bullish on the media &amp; entertainment industry driven by a potential cycle of M&amp;A, but this thesis has not played out. Further, the industry now faces the economic uncertainty and market volatility created by the threat of tariffs,\u201d she wrote. <\/p>\n<p class=\"paragraph larva \/\/  a-font-body-m     \">\n\t\u201cOur preferred \u2018buys\u2019 in the current environment are Netflix and Spotify. Both have strong subscription models with critical entertainment which historically performs well in a recession,\u201d the expert explained. \u201cFurther, both have advertising businesses which are nascent (small percentage of revenue) and should be an incremental positive, not negative.\u201d<\/p>\n<p class=\"paragraph larva \/\/  a-font-body-m     \">\n\t<strong>Wedbush Securities <\/strong>analyst<strong> Micghael Pachter<\/strong> also remains bullish on Netflix with an \u201coutperform\u201d rating at <strong>$1,150<\/strong> stock price target. <\/p>\n<div class=\"wp-block-group\">\n<div class=\"wp-block-group__inner-container\">\n<p class=\"paragraph larva \/\/  a-font-body-m     \">\n\t\u201cNetflix has established a virtually insurmountable lead in the streaming wars,\u201d he wrote in a Friday report entitled \u201cOur Survey Suggests First-Quarter Upside Despite Pressures.\u201d He explained: \u201cNetflix is positioned to accelerate ad tier revenue contribution for the next several years by adding more live events, improving its advertising solutions and targeting, and broadening its content strategy. While massive subscriber growth was the primary driver in 2024, we expect price increases to drive revenue growth in 2025, and the ad tier to drive revenue higher in 2026.\u201d<\/p>\n<h2 class=\"heading larva \/\/   lrv-a-font-accent-l   \"><span class=\"ez-toc-section\" id=\"Snapshot_Streaming_Subscribers\"><\/span>\n\t\tSnapshot: Streaming Subscribers\t<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<\/div>\n<\/div>\n<figure class=\"wp-block-embed is-type-rich is-provider-datawrapper wp-block-embed-datawrapper\">\n<p>\n<iframe title=\"\" aria-label=\"Stacked Columns\" id=\"datawrapper-chart-3U6BC\" src=\"https:\/\/datawrapper.dwcdn.net\/3U6BC\/1\/\" scrolling=\"no\" frameborder=\"0\" style=\"width: 0; min-width: 100% !important; border: none;\" height=\"394\" data-external=\"1\"><\/iframe>\n<\/p>\n<\/figure>\n<\/div>\n<blockquote><p><strong><span style=\"color: #ff6600;\">If you liked the article, do not forget to share it with your friends. Follow us on\u00a0<span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/news.google.com\/publications\/CAAqBwgKMN63nwsw68G3Aw\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Google News<\/a><\/span>\u00a0too, click on the star and choose us from your favorites.<\/span><\/strong><\/p><\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\"><strong>If you want to read more Like this articles, you can visit our <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/en.buradabiliyorum.com\/category\/social-mediaa\/\" target=\"_blank\" >Social Media category.<\/a><\/span><\/strong><\/p>\n<\/blockquote>\n<p><span style=\"color: black;\"><a style=\"color: #ff9900;\" href=\"https:\/\/www.hollywoodreporter.com\/business\/business-news\/netflix-safe-hollywood-stock-now-1236188100\/\" target=\"_blank\" >Source<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>With worries about the impact of a global tariffs war, recession fears and stock market volatility, where should media and entertainment investors put their money in such tumultuous times? Morgan Stanley analyst Benjamin Swinburne recommends Netflix shares ahead of the streaming giant\u2019s first-quarter earnings report after the stock market close on April 17. \u201cA more&#8230;<\/p>\n","protected":false},"author":1,"featured_media":662683,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/www.hollywoodreporter.com\/wp-content\/uploads\/2021\/10\/GettyImages-1230975985.jpeg?w=1296&h=730&crop=1","fifu_image_alt":"","footnotes":""},"categories":[17],"tags":[1377],"class_list":["post-662682","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-social-mediaa","tag-netflix"],"_links":{"self":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/662682","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/comments?post=662682"}],"version-history":[{"count":0,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/662682\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media\/662683"}],"wp:attachment":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media?parent=662682"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/categories?post=662682"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/tags?post=662682"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}