Added to YB: 2025-07-22
Pitch date: 2025-07-18
NFLX [neutral]
Netflix, Inc.
-21.59%
current return
Author Info
No bio for this author
Company Info
Netflix, Inc. provides entertainment services. The company offers television (TV) series, documentaries, feature films, and games across various genres and languages.
Market Cap
$428.5B
Pitch Price
$120.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
31.94
P/E
39.19
EV/Sales
10.06
Sector
Entertainment
Category
growth
Netflix 2Q25 Earnings: Netflix’s Operating System Moment
NFLX (earnings update): Q2 revenue +16% to $11.08B, net profit +46% to $3.1B, op margins 34.1% (vs 27.2% YoY) while expanding into sports, gaming, ads. Entertainment OS thesis validated - shared infrastructure creates scale advantages across formats. $8.2B cash, global content reach, ad tier now 55% of sign-ups. Raised 2024 guidance to $44.8-45.2B rev, 29.5% margin.
Read full article (6 min)