Winter approaching
People will be trapped indoors this winter looking for something to watch. Meanwhile, Netflix has my boy Bill Ackman coming back into the stock.
Subscription growth
Netflix will report its year end subscriber count with its Q4 earnings.
If Netflix 10 yr averaged 26M subscribers per year, that would put them at approximately 351M subscribers: 325M + 26M = 351M.
Netflix subscribers worldwide would be higher than the entire U.S. population of 342M alone. That will be a \*\*huge catalyst\*\* for the stock.
Netflix + GTA 6
Netflix’s partnership with GTA 6 could become an interesting subscriber-acquisition catalyst heading into year-end.
Netflix recently disclosed that 6 of its 10 biggest new-member signup days over the past five years were tied to live events. Now, Netflix has secured a six-hour exclusive window for GTA 6 on aug 27. GTA 6 It is arguably the most anticipated video game release in the world, and GTA V was globally a huge success, having millions of fans. People will want to see this footage immediately.
The important part is that Netflix gets the first viewing window. The extended look will eventually be released for free on Rockstar’s YouTube channel and website, but viewers outside Netflix have to wait six hours.
NETFLIX will also block the display of GTA 6, on third-party platforms such as Twitch and YouTube, their blocks are strict up to the deletion of the channel.
If even a small percentage of GTA fans decide that seeing the footage six hours earlier is worth a $8 Netflix subscription, Netflix could add a meaningful number of new members.
With GTA 6 itself launching in November, this could also generate another wave of attention during Q4. I don’t think GTA 6 alone will determine Netflix’s subscriber numbers, but it’s another potential catalyst that could help Netflix exceed expectations heading into year-end.\*\*
I believe Netflix will be heading into 2027 stronger than ever and investor sentiment will change.
