Joseph Carlson: NFLX will rise

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NFLX closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.

What was said around it

different premium price to subscription tiers. They have a plan for basically anyone. You can even add on Friends for $3 a month. So, Netflix makes its service incredibly affordable to the broader public. And the value proposition that they offer is immense. With all the content they offer, all the movies, all the documentaries, all the live events, all the sporting events, it's very difficult to not have a Netflix subscription. So Netflix is now transitioning to this company where it will have sustained revenue growth. The revenue should continue to grow between 14 to 16% throughout 2026, another entire year of the same speed of revenue growth. That is my estimate for this company. And then after 2026, I could see it slowing down incrementally from there. But the deceleration will be slow. Netflix has a very long runway of ample revenue growth. One of the benefits that Netflix has is incredible levels of operating leverage. Despite many people's beliefs, and many people have gotten this wrong over time, Netflix does not need to raise their content spend or the amount that they're spending on producing all of their shows at the same rate that they raise their revenue. They do not need to do

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