Steven Cahall

“We see breakout hits as a must for the stock to work again.”

Steven Cahall · said date not stated · reported 2026-10-16

Cahall wrote in a research note last month that breakout hits are a must for Netflix's stock to work again.

“If the opportunity is to recast [Netflix] into a broader content hub, the risk is missing the watercooler originals,”

Steven Cahall · said date not stated · reported 2026-10-16

Cahall wrote in a research note last month about the risk of Netflix missing watercooler originals while diversifying its content.