Added to YB: 2026-04-21
Pitch date: 2026-04-18
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's 1Q26 Earnings: Second Flywheel
NFLX (earnings): Q1 rev $12.25B (+16% YoY), op margin 32.3%, FCF $5.1B beat, but Q2 guide missed on rev/EPS/margin. Shift from 'Entertainment OS' to 'Attention OS': live, games, podcasts driving engagement vs library deals. Ad tier 60% of Q1 signups (vs 40% YoY), ~$3B ad rev 2026 est. Key debate: can ads become 2nd monetization layer warranting platform multiple vs media multiple? $12.5B FCF guide, aggressive buybacks signal mgmt confidence.
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