Added to YB: 2025-12-05
Pitch date: 2025-09-30
NFLX [neutral]
Netflix, Inc.
-19.02%
current return
Author Info
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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
$117.55
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:
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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