@MatthewWalter:$Netflix(NFLX)$ The short-term situation is unfavorable not only for Netflix but also for streaming stocks in general. Strong competition between companies in the streaming space, coupled with the negative macro scenario affecting consumption, should remain for a while yet. This should continue to hurt streaming stocks, especially the market leader, Netflix. And, in the long term, Netflix’s slowdown in its users could signal danger for the company.