Netflix stock is trading at all-time high levels in unprecedented win streak

Core Insights - Netflix's stock has achieved an 11-day positive trading streak, marking its longest run ever, surpassing the previous record of nine days in late 2018 and early 2019 [1] - The stock is currently trading at all-time high levels since its IPO in May 2002 [1] Financial Performance - In the most recent earnings report on April 17, Netflix reported a 13% revenue growth in Q1 2025, driven by higher-than-expected subscription and advertising revenue [2] - The company forecasts full-year revenue between $43.5 billion and $44.5 billion, indicating stability in its business outlook [4] Market Position - Netflix has outperformed traditional media stocks during President Trump's second term, with shares increasing over 30% since mid-January [3] - In contrast, traditional media companies like Warner Bros. Discovery and Disney have seen declines of nearly 10% and 13%, respectively, since Trump took office [4] Economic Resilience - Netflix's co-CEO Greg Peters noted that the company has not experienced significant impacts from tariffs or economic downturns, emphasizing the historical resilience of entertainment during tough economic times [5] - Analysts from JPMorgan see further upside potential for Netflix shares, reinforcing the company's strong market position [5][6] Pricing Strategy - Netflix has increased its subscription prices, with the standard plan now at $17.99, the ad-supported plan at $7.99, and the premium plan at $24.99, yet it appears to have maintained its value proposition for customers [7] - The company has shifted focus from sharing membership numbers to emphasizing revenue growth, leaving uncertainty about the growth or decline of its subscriber base [7]