Netflix: My Updated Outlook After 68% Gains


  • Netflix stock bottomed as expected.
  • Bill Ackman’s analysis was good, but his timing was poor.
  • Netflix subscriptions recover, but margins fall.
  • The outlook for Netflix under a new leadership model.

Young woman watching video on demand on her TV


In April 2022, I wrote an article on Netflix (NASDAQ:NFLX) stock, saying that hedge fund billionaire Bill Ackman had made a mistake on the streaming provider. The company is now up 68%, and I will discuss my latest thoughts in

Disclosure: I/we have a beneficial long position in the shares of NFLX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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