Possible scenario
Growth Concerns Deepen
30% Chance
The selloff broadens as investors conclude that password-sharing gains and price increases are fading faster than expected. Concerns rise that Netflix’s premium multiple is too high if revenue growth normalizes and content costs keep climbing.
Secondary impacts
- Consumer Services -0.7%
- Technology -0.1%
Tickers
- NFLX-5.0%
- DIS-0.7%
- ROKU-0.5%
- CMCSA-0.3%
- +0.2%
Portfolio impact
S&P 500-0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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