Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Netflix upgrade details — to Buy at UBS as consensus may be conservative; tgt raised to $175 (142.19 +3.05)UBS upgrades NFLX to Buy from Neutral and raises their tgt to $175 from $136 as they see upside to 1Q17 subscriber guidance given momentum in Europe and LatAm, and modest improvements in Japan, as detailed in our UBS Evidence Lab analysis of app download data, while Netflix's leadership positions in the U.S., U.K. and Canada appear secure. Notably, this momentum is during a 1Q17 stretch where original content releases are light and 1Q17 growth had been pulled forward into 4Q16 per mgmt due to 4Q16's strong originals — it would not have been surprising to see momentum soften in 1Q rather than the strengthening firm is seeing. Also, Comcast (<strong>CMCSA</strong>) commentary regarding the success of X1 integration of Netflix is encouraging and <strong>they expect ongoing churn reductions as Netflix adds more U.S. pay TV integration deals and as X1 penetrations rise. Note, firm is less concerned with 2Q seasonality this year (a big issue last year) given easy churn comparisons against the 2Q16 price increases.</strong></td> </tr></table>"