Industry News

Netflix: Dominance, doubt, and the demystification of competition

3 May, 2021

Netflix missed subscriber forecasts in Q1 2021 by two million and is guiding for only one million paid net adds in Q2 2021. Management is blaming pull-forward effects and weak content for the miss. They see no material change in competitive intensity and point to the huge opportunity in front of them. Independent research data suggests that Netflix's dominance in streaming is fading. Are we seeing a changing of the guard in streaming?

I believe that Netflix is still in the best strategic position in streaming and will continue to dominate the market. Competition is increasing but Netflix will handle it. Shares are out of favor for quite some time now which presents a good buying opportunity for investors.

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