Added to YB: 2026-04-21
Pitch date: 2026-04-17
NFLX [neutral]
Netflix, Inc.
-2.38%
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
$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: Life After Warner
NFLX (update): Q1 rev $12.2B (+16% YoY), beat by $80M; $2.8B Warner breakup fee boosted results but shares fell 9% post-earnings. Unchanged FY26 guide of +13% rev growth signals slowing momentum. Ad tier driving 60% new sign-ups, ad sales expected to double to ~$3B in 2026. Raised standard ad-free plan to $20/mo in March. Q2 op margin guided down 150bps YoY to 32.6% on content amortization. Must prove organic growth can justify 30x+ forward P/E.
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