Can Netflix Chill Despite the Trump Tariffs?

In simple terms, Laurent Yoon, Netflix’s analyst at Bernstein, wrote in a report around mid-March, discussing the negative effects of tariffs, viewer churn following the NFL games over Christmas, and decreasing audience engagement. This could be a reference to a prolonged drop in Netflix’s stock value after another analyst speculated that the potential gain from converting password-sharers into paying customers might have reached its peak.