Added to YB: 2026-04-21
Pitch date: 2026-04-17
NFLX [neutral]
Netflix, Inc.
-2.38%
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 worldwide. The company offers television (TV) series, documentaries, feature films, games, and live programming across various genres and languages.
Market Cap
$409.8B
Pitch Price
$97.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
27.59
P/E
31.43
EV/Sales
8.83
Sector
Entertainment
Category
growth
Netflix Earnings
NFLX (earnings): Q4 rev $12.25B (+16% YoY) beat; EPS $1.23 beat est +62%; margins expanded: 32% EBIT, 43% net, 42% FCF. Ad rev ~$3B target, 4k+ advertisers (+70% YoY), programmatic >50% mix. Live events driving growth: WBC 31.4M viewers, record Japan adds. Q2 guide $12.52B (+13% YoY) missed est -0.7%. 325M subs, <5% global TV share. Gaming aids retention, not rev yet. Walked from WB deal w/o impact. Risk: ad load vs UX, content costs, execution complexity
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