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Why Netflix is Bank of America's top FANG pick for 2020

On Wednesday, Bank of America released its most recent streaming survey, which was predominantly focused on on Netflix subscriber intentions following the Disney+ launch. Among the top takeaways was that overall cancellation intention for Netflix is down slightly to 4% versus 5%, suggesting limited Disney impact. Nat Schindler, Bank of America Director of Equity Research, joined The Final Round to discuss.

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