“This is hell. What are the rules in hell?” It is one of the famous references of the most watched series –The squid game– On the platform streaming More popular globally, Netflix, which represents in the most reliable way possible the war of the series and films ‘to the letter’ that in recent years has tensioned to the market. The red ‘N’ unleashed there for 2016 a perfect storm throughout the planet when it launched its Internet television service in more than 130 countries simultaneously. Subsequently, other giants followed her as Disney or Amazon and Telefónica -with Movistar+ – at the local level in Spain.
In the heat of this war, Netflix has not stopped giving bags in the stock market even before the pandemic although now everything seems to point to its stabilization. Recently, Moffetnathanson has changed the pulse on the title by raising its target price up to $ 1,100 and the ‘neutral’ recommendation to buy ‘.
This movement adds to that of many other houses of analysis that have caused an earthquake to the title that achieves in 2025 the more pronounced bullish projection since at least 2022 -In the environment of 21%-and taking into account the honeys harvested during the Pandemia of the COVID-19 when the world was locked at home with Netflix as one of the few alternatives of entertainment at hand.
The fact is that the action reaps a favor on the part of the market that is not usually common and that rarely before in recent history has harvested: in 2022 the expected potential was more than 79% – it counted over the 167 dollars – and in 2011 of 73% when it was negotiated over 15 dollars.
Netflix, after touching historical maximums just a few days above 1,050 dollars, has corrected more than eight points percentage points in the last hours from those levels although after having recovered more than 536% capitalization since the minimum of May 2022 when the Subscribe bleeding caused a wave of sales over the title.
Today, almost three quarters of the 59 houses of analysis that cover the evolution of Netflix in the stock market are positioned in favor of ‘buy’ the value against 22% they bet on ‘maintaining’ the portfolio shares.
The reality is that Netflix “has won the war” Or, at least, that is what the experts say that, in any case, they wonder where the platform is now directed: “There is a long way to go,” synthesize before apostillating that one of the keys to the future growth of the group is the development that they are able to do in relation to their subscription offers with advertising.
In fact, the standard plan with advertisements for 6.99 euros per month, value from Moffettnathanson, is what has achieved that the firm has increased the power of attraction of new users who, in no case, were willing to pay 13.99 euros per month for a standard package without ads or almost 20 euros for the premium subscription of the Ortro Californian video.
At the end of 2024, the platform added a record of 41 million subscribers globally. A base on which the American group is expected to continue growing from the hand of advertising – in a business model more similar to that of traditional linear television – until it generates about 6,000 million dollars in annual revenues for ads in 2027 and up to 10,000 million face to 2030.
The key to future growth
At the moment and according to the calculations of the experts consulted by Bloomberg, Netflix wins 40 cents per hour seen of its content, just under half of the 87 cents won Warner Bros Discovery (Max, HBO and Discovery+) and the 86 cents that Global Paramount obtained in the last year through Paramount+.
“Warner Bros Discovery and Paramount+ may be generating excessive income, but we analyze Netflix from this perspective, it could be said that today They generate income lower than the value they offer to consumers“Maffetnathanson analysts say in a note sent to their clients this last Tuesday in which they estimate that, facing the end of decade, the growth of the benefits margins of the company that directs Reed Hastings could be up to 40%.
Netflix, the ‘queen’ in the US
According to the data of the consultant Nielsen, in charge of measuring television audiences in the United States, the time that Americans are in Netflix is more than double than they dedicate to their closest competitor.
In January 2025, 8.6% of the time that Americans dedicated to watching television through the platforms of streaming He went in front of the Netflix catalog, ahead of 4.6% of Disney+, 3.7% prime video or 1.3% of Max.
#Red #storm #streaming #Netflix #devastates #market #greatest #potential
