November, 2020

Netflix has a secret weapon — happy customers

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Netflix (NFLX)

Last week we offered a quick snapshot of Netflix price increase mentions, noting buzz appeared muted. 

This finding is holding, and the price hike recorded no impact on Netflix Consumer Happiness. 

Netflix Customer Happiness

This is one bright spot for Netflix moving forward, especially when you consider the scale x195 million subscribers.

Megan talked about this today on the TD Ameritrade Network.

Redfin (RDFN)

RDFN reported 20Q3 results yesterday which exceeded top and bottom line estimates. Despite the successful quarter, the stock is trading lower today.

The number of consumers talking about utilizing Redfin’s platform has continued to show impressive growth, currently +139% YoY. We are maintaining a long-term…

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