Added to YB: 2025-12-05
Pitch date: 2025-09-30
NFLX [neutral]
Netflix, Inc.
-34.5%
current return
Author Info
No bio for this author
Company Info
Netflix, Inc. provides entertainment services worldwide. The company offers television (TV) series, documentaries, feature films, games, and live programming across various genres and languages.
Market Cap
$329.3B
Pitch Price
$117.55
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.46
P/E
30.83
EV/Sales
7.46
Sector
Entertainment
Category
growth
Sands Capital Technology Innovators Fund Portfolio Holding: Netflix, Inc.
NFLX (holding update): Strong Q3 execution with $700M revenue guidance raise, 30% op margin target (+1pp). Despite margin expansion slowdown vs 6pp in 2024 & 5pp H1 2025, leads in engagement, retention & content quality. Shares down post-Q3 on profit-taking after hitting highest forward PE since 2022.
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