Netflix: Outlook Bright In 2023 But I Remain On The Sidelines


  • Investor focus remains on Netflix, Inc. adding subscribers and improving ARPU.
  • The new executive compensation is better aligned with Netflix shareholders.
  • Ads and paid sharing remain the key catalysts for Netflix, Inc. in 2023, however, I remain on the sidelines given the elevated multiple the stock is trading at.

Netflix To Report Quarterly Earnings

Brandon Bell


Netflix, Inc. (NASDAQ:NFLX) surpassed guidance by over 70%, with 7.7 million new user gains, while also delivering solid financials. Though the company did not provide specific data around its ad-supported tier, numerous catalysts on the horizon —

Streaming ~38% of TUT per Nielsen’s “The Gauge” – November 2022

Streaming ~38% of TUT per Nielsen’s “The Gauge” – November 2022 (Nielsen)

Netflix’s Basic with Ads plan

Netflix’s Basic with Ads plan (Company Presentation)

NFLX Valuation Metrics

NFLX Valuation Metrics (SeekingAlpha)

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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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