Added to YB: 2025-11-11
Pitch date: 2025-11-06
NFLX [neutral]
Netflix, Inc.
-13.58%
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
$109.42
Price Target
N/A
Dividend
N/A
EV/EBITDA
31.94
P/E
39.19
EV/Sales
10.06
Sector
Entertainment
Category
growth
Netflix Q3 2025: Winning the TV Battle, Losing the Streaming War
NFLX (earnings): Brazil tax hit caused Q3 margin miss (28.2% vs 33% guidance); ad revenue ~6-7% of total despite 'doubling' growth; gained TV share but lost streaming share to YouTube/free platforms; live sports (NFL Christmas) aims to reduce churn; margin expansion path to 35%+ now uncertain, may cap at 29-31%.
Read full article (9 min)