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Netflix Stock Pops to All-Time Highs on Subscriber Gains, Price Hikes: ‘This Is What Winning Looks Like’


Netflix shares hit new all-time highs after the streaming giant posted strong Q4 2024 subscriber additions and announced new price hikes.

It also announced fee hikes in the U.S. and other key markets, including on its ad-supported entry-level tier, demonstrating its pricing power. “This is what winning looks like,” Jeffrey Wlodarczak, internet, media, sports and communications analyst at Pivotal Research Group, wrote in a note. The key for Netflix going forward, Wlodarczak continued, is “to press their advantages and keep the subscriber/ARPU flywheel going because the larger they get the more leverage they have over their peers/content creators, the better their product gets (allowing them to drive subscriber/ARPU growth), the more cash they have to spend on compelling content and the bigger the moat grows around their core business model.”

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