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Added to YB: 2025-10-24

Pitch date: 2025-10-22

NFLX [neutral]

Netflix, Inc.

-15.53%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

$429.9B

Pitch Price

$112.69

Price Target

N/A

Dividend

N/A

EV/EBITDA

32.05

P/E

39.32

EV/Sales

10.09

Sector

Entertainment

Category

growth

Show full summary:
Netflix Q3 2025 Earnings Analysis

NFLX (earnings): Q3 rev $11.5B (+17% YoY) missed -0.2%; EPS $5.87 missed -14.9%. Margins compressed: GM 46.4% (-1.5pp), EBIT 28.2% (-1.4pp) from Brazilian 10% tax. Record 8.6% US TV share; ad rev on track to 2x in 2025. Q4 guide $12B (+16.7%) beat +0.5%. FCF margin 23.1% (+0.8pp), buybacks continuing.

Read full article (8 min)