"The performance gap is real. Netflix is up 8.8% year-to-date while Microsoft is down 22.7%. The reason Nuveen gives for preferring Netflix is the wrong one entirely."
"Screen time is screen time. Attention is the scarce resource, and every platform is competing for the same finite hours in a human day."
"Netflix moved to pay as much as $600 million for Ben Affleck's AI production company. Acquiring an AI company is a declaration that AI is central to Netflix's future."
"Paid subscribers exceeded 325 million. Ad revenue more than doubled in 2025 to over $1.5 billion. Free cash flow hit $9.46 billion for full-year 2025."
Netflix has shown impressive growth, with an 8.8% increase year-to-date and over 325 million paid subscribers. The argument that AI will primarily impact short-form content overlooks the reality that all platforms compete for limited screen time. Netflix's acquisition of an AI production company for $600 million indicates its commitment to integrating AI into its future. Financially, Netflix's ad revenue has more than doubled, and free cash flow is projected to reach $11 billion in 2026, making it a strong investment choice.
Read at 24/7 Wall St.
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