Professional
Added to YB: 2025-04-04
Pitch date: 2025-01-16
NFLX [neutral]
Netflix, Inc.
-10.44%
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
$85.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.46
P/E
30.83
EV/Sales
7.46
Sector
Entertainment
Category
growth
The Nightview Fund Portfolio Holding: Netflix, Inc.
NFLX (holding update): Global streaming leader expanding into ads & live events. 15% YoY rev growth to $9.8B, 52% EBIT increase to $2.9B in Q3. Added 22.5M subs YTD 2024. Ad biz 10% of subs, 35% QoQ growth. Operational leverage, WWE deal, local content. Only 6-7% consumer spend penetration, room for growth.
Read full article (1 min)