Analysts Have Conflicting Sentiments on These Communication Services Companies: Paramount Skydance (NASDAQ: PSKY), Netflix (NASDAQ: NFLX) and Meta Platforms (NASDAQ: META)We reiterate our Outperform rating and $1,375 PT in the wake of our very recent U.S. and Mexico survey results. Core Netflix trends in the U.S. remain largely positive – positive Penetration and Satisfaction trends, tho weaker Churn Intent trends. Netflix continues to show resilience on core Satisfaction and global Content leadership, with international markets (notably Mexico) posting record Penetration and historically low Churn rates. On balance, our survey work, channel checks, and model sensitivity analysis suggests Netflix is positioned for sustained mid-20s% EPS growth through 2028. We continue to see Netflix as the strongest financial and competitive franchise in streaming, with Advertising revenue serving as long-term, material new growth vectors. Reit Outperform.