I can’t understand the 173 PE multiple on Netflix. From an investor standpoint it is a bubble waiting to pop. In the least Disney plus will end any chance of Netflix ever increasing its prices. It is stuck from a revenue point of view now. Only chance is to increase membership which is going to be tough now.
They already announced a price increase.. just a month or two ago... NF had first mover advantage.. but its not the deal it used to be... as all the studios etc have now pulled their content to their own platforms..... NF is now making content... some of it good, some of it not.... But it sure is a good time to be an actor or writer these days, they are green lighting almost anything.