Added to YB: 2026-07-21
Pitch date: 2026-07-17
NFLX [neutral]
Netflix, Inc.
-1.05%
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
$287.1B
Pitch Price
$68.31
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.06
P/E
21.72
EV/Sales
6.09
Sector
Entertainment
Category
growth
Netflix: The Battle for Attention
NFLX (earnings): Q2 FY26 rev +13% YoY to $12.6B (slight miss), op margin 33%, EPS $0.80 (beat). FY26 guide +13-14% rev, 31.5% margin, only narrowed not raised—stock -8% AH, -40% yr. Walked from WBD (+$2.8B breakup fee). Ads to ~$3B (2x). Record $4.7B buyback. Retiring engagement metrics amid rising YouTube/Tubi competition. Premium valuation needs monetization proof.
Read full article (7 min)