NFLX continues a strong rebound after a weak 2022 with subscriber numbers and earnings beating expectations.  Their password sharing crackdown has led to growth in an otherwise slowing sector. NFLX remains poised to emerge as the most well-positioned of the streamers from the writers/actors strike as they have a deep bench of content, can draw on their international productions, and as they mentioned on their last earnings call, will increase their free cash flow as a result of spending less this year on content. While the strikes could end up hurting the industry overall, ultimately NFLX may emerge stronger as some upstart streaming players would perhaps not survive a prolonged period without new content.