没人退订，奈飞就值得信任
巴克莱下调奈飞评级，认为它难以兑现盈利目标、估值隐含订户翻倍不现实；派杰上调评级，认为利润率预期偏保守。Cramer 站在多头：奈飞过去几个季度都超预期，明年起不再公布订户数、专注收入，广告业务正在起量，加上付费共享，达成收入目标的路径比以往多。只要没出现退订、广告或成本失控的问题，空头逻辑都太假设性。
Until we hear of anyone canceling their Netflix subscriptions, maybe because of price or about any real troubles with the advertising business … or about out-of-control costs in video games or live events — none of which have happened — then I think Netflix deserves the benefit of the doubt,