NASDAQ

Netflix INC

NFLX

44 stories

$511B Market cap · 2025-09-16

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@evantindell Sep 23

Evan Tindell on X

Mr. @BillBrewsterTBB in a DM late April 2022 re: $NFLX. Stock was up 6x over the next 3 years. Where are the bears too cocky today??

@TidefallCapital Sep 20 1 click

Trevor Scott on X

@optionscjp $NFLX has historically auto cancelled inactive accounts

Owning the Seven PM Slot

Netflix is using AI visual effects and dubbing to cut production costs, expand global distribution and reinforce its recommendation-driven…

NFLX $511B

Bearhold Research Sep 13 1 click

When Anyone Can Make a Movie, Netflix Still Wins

Netflix’s roughly $20 billion content budget can become an editorial advantage as generative AI cuts production costs and floods viewers…

NFLX $511B

Bearhold Research Sep 5 8 clicks

Netflix: A Second Monetization Cycle Is Just Getting Started

Netflix targets $51–51.4 billion of 2026 revenue, $3 billion of advertising revenue and $12.5 billion of free cash flow as its second…

NFLX $511B

The Curious Analyst Sep 3 2 clicks

@BillAckman Aug 12 1 click

Bill Ackman on X

Pershing Square $PS announced earnings this evening in advance of our call tomorrow at 9am ET and our Spaces on @X which will follow the call. Please read our letter in advance of the call which explains the quarter and provides updates on the portfolio and six new positions in $NFLX, $V, $MA, $ICE, $ALC, and $SPGI

Netflix

Netflix's 46% decline leaves it above a 4% forward free-cash-flow yield, as subscription pricing and a $3 billion advertising business…

NFLX $511B

Behind the Balance Sheet Aug 9 1 click

@RagingVentures Jul 27

Raging Capital Ventures on X

The capex spend is mind boggling, but I held my nose and bought $META today around $590-600 I don’t how the AI bet will shake out, but I do know that… - $META Reels is sucking up engagement share from everyone, even $NFLX - $GOOG search refers are in free fall, which should benefit $META’s ad network - Zuck is the best owner-operator in the business who is willing to pivot if necessary - There are tremendous AI cost efficiency opps in core $META operations (Note: I have a long and fruitful history with $META and my family members still own their shares going back to 2013, knock on wood)

@BlueDuckCap Jul 24

BDC on X

Remember the good ole days when covering internet meant you just needed to have a view on: - If $GOOGL Search was going to accelerate or decelerate and what the opex was likely to be - $META fxn ad revs...how big a beat? Opex? - $NFLX are they going to beat on subs? - $AMZN AWS to accelerate? How much? Margins? EBIT guide? - $BKNG room nights ! I started my career covering these companies and a bunch of other internets....at that time capex was not something we cared about bc it didn't matter. It was a simpler time.

Netflix: Deep Dive Analysis

Netflix's Q3 guidance points to sub-12% growth as viewing hours rise about 2%, increasing reliance on pricing, paid sharing and advertising.

NFLX $511B

Hated Moats Jul 24

Netflix: Below forward 20 PE Ratio for one of the best companies in the world

Netflix trades below 20 times forward earnings despite $51 billion in revenue, 31.5% guided operating margin and ad revenue expected to…

NFLX $511B

Substack von Philipp Jul 24

Netflix: What's Coming Next

Netflix’s $16.2 billion operating income follows its DVD-to-streaming and global pivots, but short-form video, YouTube and FAST services…

NFLX $511B

TSOH Investment Research Jul 23

Netflix: DCF Valuation

Netflix’s updated DCF values shares at $88.50 versus $69, with slower revenue growth offset by higher margins and revised…

NFLX $511B

Hated Moats Jul 17

@BlueDuckCap Jul 16 1 click

BDC on X

$NFLX incremental margins are 28%, down from 36% in Q1. Tech spend up 22%. Fastest growth in that opex line in many quarters. Incremental margins will improve in 2h, but beyond that, with more live events (expensive sports rights) and investment in short-form, on top of the usual long form scripted, I think there's risk to the pace of operating leverage going forward and thus investors will have less confidence in what has historically been a solid margin expansion story.

@RagingVentures Jul 9

Raging Capital Ventures on X

@wallstengine Short form is eating $NFLX alive too

@BrokenMoats Jun 22

Broken Moats on X

200 day support should come in around $70 for $NFLX. I imagine a combination of accelerating costs for hosting/servers and the very short term impact of the World Cup on viewership stats create the negative momentum + dispersion of anything not semi related as an inverse trade. Seems like its get interesting off the 200 day for a bounce

Deep Dive: Netflix ($NFLX)

Netflix's 325 million memberships and advertising business, guided to $3 billion of 2026 revenue, underpin a case for mid-teens…

NFLX $511B

Rebound Capital Jun 16

Lincoln Post: NFLX and Theaters, FCNCA Earnings

Netflix’s proposed Warner Bros. acquisition could preserve or expand theatrical releases, supporting cinema chains such as Cinemark and…

NFLX $511BCNK $4.6B

Base Hit Investing Jan 25

Movie Theaters Risk and Opportunities; Netflix/WBD Deal; Is Disney Cheap?

Netflix’s Warner Bros. Discovery bid pushed Cinemark down 25% in two weeks, raising concerns that Warner Bros.

NFLX $511BCNK $4.6B

Base Hit Investing Dec 8 1 click

@catechwilliams Feb 28 3 clicks

catechwilliams on X

$FTDR Vol declining (existing home sales=driver). Pricing lagging inflation, massively over-earning. Problematic given 25% churn w aggressive new entrants. Dubious company overall. Investor day yesterday was comical, compared themselves to $NFLX. Earnings misses coming.

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