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
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)