
A Witcher's Coin and a Streaming Service
Hmm Netflix you say? Another monster to slay or perhaps a beast that lines the pockets? Wall Street's been tossing around some shiny coins analysts chanting praises like bards after too much ale. Seems their first quarter results were... impressive. Earnings per share whatever those are beat expectations. Even revenue grew by a respectable 13% year on year. Not bad for a bunch of mages conjuring moving pictures eh?
The Offense is Strong But is the Defense Stronger?
JPMorgan's Doug Anmuth a name fit for a dwarven smith jacked up his target on the stock to $1,150. Claims Netflix is playing 'offense' with strong content and being 'defensive' in this uncertain world. 'On offense content was strong.' Right right... because 'Adolescence' and other films breaking into Netflix's all time popular lists truly matter to a Witcher. On the defensive side NFLX is subscription based with low churn? Sounds like a steady source of coin but remember steady coin can still vanish with a griffin's swoop.
No Trade War? A Surprise to be Sure
This Anmuth fellow also blabbers on about Netflix not being directly impacted by tariffs unlike other companies. So no political machinations no Northern Realms vs. Nilfgaardian trade disputes? Seems too good to be true. Probably some sneaky sylvan pulling the strings behind the scenes.
Wells Fargo Jumps on the Bandwagon
Steven Cahall from Wells Fargo (a name that sounds like a disease I once contracted in Blaviken) is even more enthusiastic bumping his target to $1,222. That's a 25.6% rise! He claims Netflix has 'substantially higher relative appeal' and will drive revenue through entertainment sports and... ads? Gods even in the modern world there's no escaping those blasted advertisements!
Goldman Evercore and the Rest of the Hypebeasts
Goldman Sachs Evercore ISI Morgan Stanley Piper Sandler... the names blur together like faces in a Novigrad tavern brawl. They all raised their targets spouting about content pipelines and scaling ad tiers. Evercore ISI even claims Netflix is 'running away with the Streaming market.' Well let's hope they don't run into a bruxa or a leshen along the way.
The Witcher's Verdict: Toss a Coin or Stay the Course?
So what's a Witcher to do? This CNBC Pro LIVE event at the New York Stock Exchange sounds like a gathering of ghouls in fancy suits. Gain an edge with interactive Pro clinics led by our Pros Carter Worth Dan Niles and Dan Ives with a special edition of Pro Talks with Tom Lee? I would rather face a Striga in the daylight than spend time with these people. Maybe I will toss a coin to see if I should put in some coin with Netflix or let sleeping dogs lie. After all 'Evil is evil. Lesser greater middling… Makes no difference. The degree is arbitrary. The definition’s blurred. If I’m to choose between one evil and another then I prefer not to choose at all.'
galvanrit
Hmm, winds howling...
totteryfawn9
Geralt, you silver-tongued devil!