This Chart Shocked Us ($NFLX)

January 19, 2023

Netflix releases Q4 earnings in mere hours and investors are tuned in.

Cashtag chatter, or mentions of Netflix from investors specifically, are ramping: +196 % higher vs. last year at this time.

We already hashed out what we’re watching for Netflix last week.

But want to highlight the one chart that we think tells the BIG picture story beyond this earnings event…

Netflix is Defending its Edge

New streaming subscription rates are dropping off across the entire industry as streaming growth tempers…

But Netflix is bucking the trend (even if ever so slightly) – and is certainly leading its peers. 

Bottom line: Competition is fierce, but Netflix is rising to the top. Keep an eye on this performance vs. peers to best gauge long-term growth prospects. 

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