
"As one analyst said in a Netflix note, "Congratulations on your engagement because their engagement with the biggest movie they've ever had over this last quarter, which got 500 million views, was a true testament to their prowess in long-form streaming. Despite other challenges, Netflix has cracked the code on pricing, boasts an enormous programming budget, and has a strong global presence with international production and a growing ad revenue business. Put all that together and they're going to remain the king. They will remain the king."
The speaker relays Tom Rogers' strong endorsement of Netflix, emphasizing its dominant position in long-form streaming through robust pricing, production capabilities, and a growing global audience. This commentary reinforces Netflix's enduring leadership despite market challenges.
I'll Keep Buying Any Dip In This Company
October 21, 2025
Company Opinion