Netflix (NFLX) Near a Trough as Ad Opportunity Builds

Alicia Reese says Netflix (NFLX) remains well positioned despite an uninspiring quarter, with strong retention and limited churn following price increases. She sees advertising as the next major growth driver, supported by live sports, licensed content and Netflix’s global reach. Reese believes the stock is near a trough, but says Netflix needs to improve its ad-tech platform to fully unlock the opportunity.

Next Gen Investing

21 Oct 2026

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