Parkev Tatevosian, CFA on $NFLX (Nov 6, 2026)
Netflix is one of the best stocks to buy and a large portfolio holding; YouTube has less than half its subscribers but dominates and grows faster in watch time. The speaker is eager to see whether Netflix offers a completely free ad-supported version, which could boost engagement.
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I found it surprising that this number is actually so low, because Netflix has more than 300 million subscribers according to the latest update. Therefore, I am surprised to see that YouTube has less than half the number of subscribers as Netflix.
Although YouTube, when we measure and look at the data in terms of watch time, dominates compared to Netflix and grows much faster than Netflix in terms of viewer engagement.
As you know, since Netflix represents a large part of my investment portfolio, I rank it as one of the best stocks you can buy. I think Netflix is watching the situation closely and considering whether it should offer a completely free version that relies on ads as the monetization engine for that free version of its app.
Currently, they have an ad-supported version, but you still have to pay monthly, as it contains ads in addition to a monthly subscription fee. But I'm eager to see if Netflix will consider offering a completely free, ad-supported version.
This could actually boost engagement on the Netflix platform .
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Parkev Tatevosian, CFA has 12 calls on this stock; only the adjacent ones are shown.