Added to YB: 2026-01-23
Pitch date: 2026-01-21
NFLX [neutral]
Netflix, Inc.
-9.43%
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
$329.3B
Pitch Price
$85.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.46
P/E
30.83
EV/Sales
7.46
Sector
Entertainment
Category
growth
Netflix Q4 2025 Earnings Analysis
NFLX (earnings): Q4 rev $12.05B (+17.6% YoY) beat est, EPS $0.70 beat by 27%. Margins expanding: GM 45.9%, EBIT 24.5%, FCF 15.5%. Ad rev up 2.5x in 2025, targeting $3B in 2026. Originals viewing +9% YoY, now 50% of hours. Warner Bros acquisition adds scale. 2026 guide $51B rev (+14% YoY), 31.5% op margin.
Read full article (6 min)