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Netflix Analyst Predicts Q4 Subscriber Beat, Cautions On Q1 Guidance: Subs That Joined For NFL, Boxing 'Could Churn Off'

1. Analyst predicts subscriber gains due to NFL games in Q4. 2. Netflix sold out advertising slots for two NFL games. 3. Subscriber growth expected to exceed estimates by 25%. 4. Concerns about subscriber retention after NFL games. 5. Future guidance remains cautious due to expected churn.

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FAQ

Why Bullish?

The anticipated revenue boost from NFL games should positively influence Netflix's stock price, as seen historically with major event-driven subscriber increases.

How important is it?

The potential for increased revenue from sports advertising is significant but tempered by churn concerns.

Why Short Term?

The immediate positive effects from NFL-related advertising revenues are likely to be short-lived, similar to prior event-driven spikes in subscriber numbers.

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