Netflix, the global leader in the subscription video on demand (SVOD) business, recently reported results for the first quarter of 2021. To get right into it, I think the long-term bull case for Netflix boils down to a few key assumptions (rough numbers): (1) add tens of millions of net new subscribers a year, to a base of 400 million or 500 million ove…
Netflix: Opportunity on the Horizon?
A look at the Q1 results for NFLX - and the unique setup into Q2
