BofA pom 30% upside

Netflix Inc.

Netflix Tshuag tuaj yeem nce mus txog $ 410 ib feem

Hnub Friday, Jessica Reif Ehrlich tau pom zoo tias cov tub ua lag luam yuav Netflix Tshuag thiab hais tias nws muaj upside rau $ 410 - ze rau 30% upside piv rau yav dhau los ze.

Nws qhov kev pom zoo tshaj plaws yog ua raws li feem ntau ntawm kev loj hlob zoo dua li cov neeg siv khoom xav tau hauv Tebchaws Meskas thiab Canada. Hais txog cov ntaub ntawv thib peb, Ehrlich tau sau tias:

Cov ntaub ntawv hauv qab tau qhia tias cov nyiaj tau los ntxiv yuav ntau dua +500K rau [US thiab Canada] ass gross adds in Canada tau nrawm nrawm.

Hauv nws lub quarter dhau los tshaj tawm, cov streaming loj tau ntxiv 7.7 lab cov neeg siv khoom - ua tib zoo ntaus cov kws tshuaj ntsuam 'kev kwv yees rau 4.58 lab nkaus xwb (nyeem ntxiv). Netflix shares tau nce me ntsis ntau dua 10% rau xyoo ntawm kev sau ntawv.

Ehrlich yog bullish ntawm password crackdown

Ehrlich cia siab tias lub tuam txhab kev sib tsoo ntawm tus password sib koom ua ib qho txiaj ntsig zoo rau nws cov nqi khoom lag luam thiab.

Qhov kev tawm tsam hais tias tau pib hauv tebchaws Canada lub hli tas los, nws tau sau tseg, tab tom mus zoo thiab, yog li ntawd, qhia qhov kev cia siab rau yav tom ntej hauv Tebchaws Meskas thiab.

Qhov qhia tau hais tias muaj zog ntau dua li qhov xav tau ntawm cov ntaub ntawv sub hauv Canada yog ib qho kev txhawb nqa uas Netflix tsis ntev los no kev cuam tshuam ntawm kev sib qhia lo lus zais yog tsav cov subs tshiab rau cov kev pabcuam.

Nyuam qhuav pib lub lim tiam no, lub tuam txhab xov xwm loj tau lees paub tias nws nyuam qhuav pib tshaj tawm cov qib kev txhawb nqa tau tshaj 1.0 lab cov neeg siv. Raws li nws cov ntaub ntawv siab, Netflix Tshuag tseem tam sim no qis dua 50%.