Netflix's Scale Should Protect Its Dominance, Says Analyst

1. NFLX faces competitive pressures amid industry consolidation and merger speculation. 2. Bank of America projects NFLX's revenue to reach $11.53 billion in Q3 2025. 3. Content execution is strong, with Canelo–Crawford and KPop dominating viewership. 4. Analyst Jessica Reif Ehrlich maintains a Buy rating with a $1,490 price target. 5. Shares of NFLX have fallen 4% since September, trailing the S&P 500's growth.