Wall Street Sees Netflix as Recession-Proof — and So Do We
Netflix’s first-quarter earnings report just reaffirmed what many on Wall Street already believe: the streaming giant isn’t just thriving — it’s built to weather economic storms.
At Halo Technologies, we maintain a Strong Buy rating on Netflix (NFLX), which is held in two of our thematic “Vues”: Entertainment and Tech Stars. Our conviction only strengthened after the company’s Q1 results, which blew past expectations across the board.
Netflix reported:
Revenue growth was supported by strong performance across regions: UCAN +9%, EMEA +15%, LATAM +8%, and APAC +23%.
In a post-earnings video, Co-CEO Greg Peters noted, “Entertainment historically has been pretty resilient in tougher economic times. Netflix specifically also has been generally quite resilient.” We agree. While broader markets might brace for volatility amid geopolitical and macroeconomic uncertainty, Netflix’s global subscriber base and pricing power continue to anchor its stability.
Netflix isn’t just riding on past success. It’s innovating:
Despite inflation, tariffs, and geopolitical tensions, Netflix reaffirmed its full-year guidance:
We see Netflix as a strategic long-term hold. Its multi-engine growth model — pricing power, international expansion, advertising, live sports, and content — puts it in rare company.
In a market searching for durability, innovation, and global scale, Netflix continues to deliver.
If you’re looking to recession-proof your portfolio, NFLX belongs on your radar. Visit www.halo-technologies.com TODAY for more information on the HALO Thematic Portfolios and HALO.
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