Netflix Stock: 5 Things That Smart Investors Should Know


  • Netflix posted an earnings beat in the fourth quarter of 2022 as the company saw positive subscriber trends and improving margins following slower hiring.
  • The subscriber trends have been improving and surpassed expectations in the quarter, resulting in positive sentiment for the stock as the trend seems to have reversed.
  • Reed Hastings stepped down as CEO in the quarter, while Ted Sarandos will be co-CEO with Greg Peters to guide Netflix forward.
  • Management shared the progress on paid sharing and ad tier plan ramp up.
  • Positive long-term commentary on Netflix’s ad business, which is expected to surpass Hulu’s ad business and make up 10% of total mix in the long run.


This article was first posted in Outperforming the Market.

In July 2022, I made the call that the bottom for Netflix (NASDAQ:NFLX) is in.

To date, Netflix has generated 62% returns for investors.

Since then, with each review of Netflix 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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