With the global economic situation increasingly uncertain, we have taken the opportunity to review recent industry forecasts on the streaming video market. The message remains positive: the industry continues to expect robust growth in the near/medium term, despite the challenging macro backdrop. We have also taken a deep-dive into Netflix Inc’s Q1 22 release, which revealed that the industry leader in streaming video is facing a number of headwinds. In our view, one difficult quarter for Netflix is not a sign of turbulence for the global video streaming market, nor an indication of more challenging conditions for the markets addressed by Aferian.