That's the confidence level of bulls?
it will either be over 180 or under 150.
I think the latter.
Even if it hits 2m new subs like 4Q that's baked in, must exceed to attract new money at this inflated level.
Marketing costs due to HoC will also weigh on earnings.
HoC is a super hit for NFLX. Season 3 will be announced soon. What you people fail to realize is that NFLX is creating original content based on the Subscriber demographics that they are targeting. HoC was extremely successful in doing that. Expect the same to continue. If they bring an original content in India or Brazil, like a well Directed, well financed show, you can have 100 million new Subs in a year.