Added to YB: 2026-09-08
Pitch date: 2026-09-06
NFLX [bullish]
Netflix, Inc.
Author Info
Bearhold Research publishes equity research on quality businesses selling at a attractive valuations. 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
$325.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.56
P/E
24.65
EV/Sales
6.89
Sector
Entertainment
Category
growth
The Future of Netflix in the AI Age
NFLX: Netflix could be a net winner from generative AI as cheaper production shifts value from filmmaking capital to trusted curation, discovery and global distribution across 325M+ paying households. Early productions show substantial VFX savings, while 2025 revenue rose 15.8% to $45.18B at a 29.5% operating margin. The thesis fails if studio inertia delays savings, creator royalties squeeze margins, or AI-generated filler erodes editorial trust.
Read full article (13 min)