Netflix is increasing subscription prices by up to €2 across Germany and Austria, impacting approximately 18% of its EMEA subscribers. Citi estimates these hikes could boost average revenue per user (ARPU) by 24% in Germany, 15% in Austria, and roughly 1.5% company-wide. However, consumer protection rules may delay some benefits until 2027. Citi maintains a bullish stance with a Buy rating and a $100 price target, compared to Netflix's recent closing price of $82.67.