Added to YB: 2026-07-20
Pitch date: 2026-07-17
NFLX [neutral]
Netflix, Inc.
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
$313.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.61
P/E
23.42
EV/Sales
6.58
Sector
Entertainment
Category
value
Netflix Sold Off, but I'm Still Holding
NFLX (holding update): Q2 rev $12.56B (+13.4%), op margin 33.4%, EPS $0.80 (+11%). FCF $1.53B (-33%) on WBD termination-fee taxes + front-loaded content. FY guide $51-51.4B rev, 31.5% margin, ~$12.5B FCF. Growth decelerating (17%→11.7% guided), engagement/US viewing soft. ~19-23x '26 EPS at ~$68. Author holds despite down 21%; best-in-class streamer but needs quality hits.
Read full article (4 min)