news · primary_subject · 1.00
Is Netflix, Inc. (NFLX) One of the Best Communication Stocks to Invest In? - Yahoo Finance
2026-05-23T11:55:13+00:00
Is Netflix, Inc. (NFLX) One of the Best Communication Stocks to Invest In? Yahoo Finance
Ticker Detail
NFLX · Netflix, Inc.
Score: 0.56
Latest event: 2026-05-23T11:55:13+00:00
WATCHING: 1 active source(s), confirmation 0.89.
Recent Events
Resolver-linked recent activity
reddit · comparison · 0.63
IMAX is exploring a sale
2026-05-21T22:01:01+00:00
It is the biggest moneymaker in theatres right now. Already +12% during afterhours. Imagine if Netflix goes out and buys it with all the mullah they saved by stepping away from Warner Bros. acquisition. Calls on NFLX. Article below: --------- IMAX Is Exploring a Sale High-end movie screen company’s search for a buyer comes as premium theatrical experiences are growing faster than overall box office Follow us in Apple News IMAX is exploring a sale and has approached entertainment companies as potential buyers, according to people familiar with the situation. The sale process is in early stages and may not result in a deal, the people said. IMAX’s search for a buyer comes as premium theatrical experiences are growing faster than the overall box office. Movies have grossed about $2.9 billion domestically this year, the highest total for the comparable period since before the pandemic, according to Box Office Mojo. Premium screens including IMAX accounted for 16% of ticket sales in the U.S. and Canada through early April, compared with 13% during the same period in 2021, according to data firm EntTelligence. IMAX, the best known of the premium cinema brands, accounted for 5.2% of domestic box office sales last year, compared with 3.2% in 2019, according to the company. It has taken big shares of hits like “Avatar: Fire and Ash” and “Project Hail Mary” that were tailored for its screens and marketed as spectacles worth seeing in the best theaters. Article continues in comments. submitted by /u/recordthemusic [link] [comments]
reddit · comparison · 0.63
IMAX Is Exploring a Sale
2026-05-21T21:49:58+00:00
It is the biggest moneymaker in theatres right now. Already +12% during afterhours. Imagine if Netflix goes out and buys it with all the mullah they saved by stepping away from Warner Bros. acquisition. Calls on NFLX. Article below: --------- IMAX Is Exploring a Sale High-end movie screen company’s search for a buyer comes as premium theatrical experiences are growing faster than overall box office Follow us in Apple News IMAX is exploring a sale and has approached entertainment companies as potential buyers, according to people familiar with the situation. The sale process is in early stages and may not result in a deal, the people said. IMAX’s search for a buyer comes as premium theatrical experiences are growing faster than the overall box office. Movies have grossed about $2.9 billion domestically this year, the highest total for the comparable period since before the pandemic, according to Box Office Mojo. Premium screens including IMAX accounted for 16% of ticket sales in the U.S. and Canada through early April, compared with 13% during the same period in 2021, according to data firm EntTelligence. IMAX, the best known of the premium cinema brands, accounted for 5.2% of domestic box office sales last year, compared with 3.2% in 2019, according to the company. It has taken big shares of hits like “Avatar: Fire and Ash” and “Project Hail Mary” that were tailored for its screens and marketed as spectacles worth seeing in the best theaters. At an investor meeting in December, IMAX Chief Executive Rich Gelfond said his firm will be “an incredibly valuable player, either as a wholly differentiated publicly traded company or as part of a larger company.” Gelfond recently returned to work part time after taking medical leave due to a serious bout of pneumonia. IMAX stock has risen about 40% since last summer, though it is down 7% so far this year. Its market cap is about $1.85 billion, making it a relatively small acquisition for most potential buyers. One big question would be whether a Hollywood company that bought IMAX would favor its own movies over those from competitors. Every studio releases movies on IMAX and fights with rivals to secure the premium screens when multiple films open simultaneously. Netflix recently announced it will release a November movie starring Brad Pitt and directed by David Fincher exclusively on IMAX screens for two weeks before it starts streaming. Next February it’s playing the big budget literary adaptation “Narnia: The Magician’s Nephew” in IMAX and other theaters seven weeks before it hits the streaming service—its first full-scale theatrical release. submitted by /u/recordthemusic [link] [comments]
news · primary_subject · 1.00
Consumer Subscription Stocks Q1 Results: Benchmarking Netflix (NASDAQ:NFLX) - Yahoo Finance
2026-05-21T01:16:00+00:00
Consumer Subscription Stocks Q1 Results: Benchmarking Netflix (NASDAQ:NFLX) Yahoo Finance
reddit · primary_subject · 0.75
Netflix Director Reed Hastings Sells 407,550 Shares
2026-05-05T16:02:28+00:00
submitted by /u/WorseBlitzNA [link] [comments]
reddit · primary_subject · 1.00
NFLX DD 2026 share price
2026-04-27T04:15:51+00:00
This post will examine NFLX's revenues, expenses, earnings, and give a 2026 estimate with this data. Revenues and expenses For 2026, let's see what NFLX has to say. We continue to project 2026 revenue of $50.7-$51.7B and an operating margin of 31.5%. Let's get to their numbers to find out what that means... Q revenue expenses net shares EPS Q1 '25 10'543 7'653 2'890 4'370 0.661 Q2 '25 11'079 7'954 3'125 4'349 0.719 Q3 '25 11'510 8'963 2'547 4'340 0.587 Q4 '25 12'051 9'632 2'419 4'317 0.560 Q1 '26 12'250 6'967 5'283 4'298 1.229 Q2 '26 12'574 9'247 3'327 4280 0.777 The average increase in revenue per quarter is 3.45%; the increase in expenses is 5.83%; shares decrease by 0.41%. That gives us a forecast of... Q rev exp net shares eps Q3 '26 13'008 9'786 3'222 4'262 0.756 Q4 26 13'457 10'357 3'100 4245 0.730 For the second half of the 2026 expenses are steadily increasing, while revenue is flattening. As a result, EPS is decreasing throughout the year. Let's go more in depth on the expenses to see where the extra costs are coming from. Expenses and tax breakdown Q cost of rev sales tech admin interest tax Q1 '25 5263 688 823 425 133 (323) Q2 '25 5325 713 825 441 143 (506) Q3 '25 6'164 786 854 458 139 (563) Q4 '25 6'523 1'113 890 568 188 (349) Q1 '26 5'888 842 960 603 (2590) (1264) Cost of revenue is increasing by 3.26% on average; sales expenses are increasing by 7.78%; technology expenses are increasing by 3.96%; administration costs are increasing by 9.45%; except for Q1 2026, interest expense on revenue is increasing by 13.32%; and, omitting the Q1 outlier, tax rebates are increasing by 9.97%. There's a huge tax rebate and interest payment in Q1 2026 that largely decreased expenses away from the norm. They also have much lower cost of revenue compared to the trend. These are not expected to continue in Q2 2026. Q cost of rev sales tech admin interest tax Q2 '26 6736 908 998 660 213 (384) Q3 '26 6956 978 1037 722 241 (422) Q4 '26 7182 1054 1079 791 274 (464) As shown above, for Q2 taxes and expenses add up to $9131, which is very close to Netflix's pre-tax estimate in the first chart. Q3 sees expenses of $9512, which is also slightly lower. Lastly, Q4 has expenses of $9916 after taxes. If we do a shares price calculation with a 30 PE multiple for the trailing 12 months... Q after tax EPS price target Q2 '26 0.804 $101.10 Q3 '26 0.820 $108.9 Q4 '26 0.834 $97.05 Share prices will hit a high of $108, ending the year around the $97 mark. Overall, expenses are steadily rising, largely in the Cost of Revenue. If tax rebates continue or there are new interest revenues, as seen in Q1 2026, NFLX could see significant EPS beats. Disclaimer: Short puts submitted by /u/run_midnight [link] [comments]
reddit · primary_subject · 0.94
NFLX DD, 2026 expectations
2026-04-27T00:54:42+00:00
This post will examine NFLX's revenues, expenses, earnings, and give a 2026 estimate with this data. Revenues and expenses For 2026, let's see what NFLX has to say. We continue to project 2026 revenue of $50.7-$51.7B and an operating margin of 31.5%. Okay, that's cool but what's it mean for the stuck price? Let's get to the numbers to find out and throw a price target on at the end for shits and giggles... Q rev exp net shares EPS Q1 '25 10'543 7'653 2'890 4'370 0.661 Q2 '25 11'079 7'954 3'125 4'349 0.719 Q3 '25 11'510 8'963 2'547 4'340 0.587 Q4 '25 12'051 9'632 2'419 4'317 0.560 Q1 '26 12'250 6'967 5'283 4'298 1.229 Q2 '26 12'574 9'247 3'327 4280 0.777 This gives Q2 2026 a princess target of $94.59 with a PE of 30. The average increase in revenue per quarter is 3.45%; the increase in expenses is 5.83%; shares decrease by 0.41% and calculated the Q2 '26 share count and EPS from this. Now let's extrapolate, on the table above, to rest of 2026... Q rev exp net shares eps TTM x 30 PE Q3 '26 13'008 9'786 3'222 4'262 0.756 $99.66 Q4 26 13'457 10'357 3'100 4245 0.730 $104.76 For the second half of the 2026 we can see that expenses are steadily increasing, while revenue is flattening. As a result, EPS is decreasing thought-out the year. However, if we do a basic shares price calculation with a 30 PE and the trailing 12 months, we can see that shares price should slowly increase to a high of $104 on the year. (It's late on a Sunday, I didn't subtract taxes from this. If the responses to this post warrant it, tomorrow I'll post a deeper dive into the expenses, and tax situation... to see the biggest detractor to it's EPS downtrend.) Disclaimer: No position, I'll be putting on short puts tomorrow submitted by /u/run_midnight [link] [comments]
reddit · mention · 0.75
Warner Bros. investors approve $110 billion sale to Paramount Skydance, following long battle with Netflix
2026-04-23T15:25:45+00:00
submitted by /u/King-of-Limbs-07 [link] [comments]
reddit · mention · 0.75
Netflix announces $25 billion share buyback
2026-04-23T10:57:23+00:00
submitted by /u/King-of-Limbs-07 [link] [comments]
reddit · mention · 0.64
NFLX
2026-04-20T20:14:26+00:00
90k in. Coming back to after 2 ERs. submitted by /u/YurpeeTheHerpee [link] [comments]
reddit · mention · 0.64
NFLX loss
2026-04-20T15:37:12+00:00
Bought 500 shares right before market close on earnings day. submitted by /u/AvgValueInvestor [link] [comments]
reddit · primary_subject · 1.00
netflix drop
2026-04-19T09:01:54+00:00
Here’s my analysis of Netflix (NFLX). The stock closed at approximately 97.31 USD on April 17 after a 9.7% drop following Q1 earnings. I expect further downside pressure that could bring the share price toward the 55.55 usd or like 67 usd level over the next several quarters. Macroeconomic Context The broader environment does not support current premium valuations for growth-oriented names. Unemployment rate stood at 4.3% in March 2026, with FOMC projections pointing to 4.4% for the year and some softening in labor conditions. GDP growth remains modest, around 2% range, with risks from persistent inflation. Headline CPI rose to 3.3% YoY in March, up from 2.4% the prior month. Core measures also show stickiness, while money supply (M2) continues expanding. These factors can constrain consumer discretionary spending on streaming services through higher churn risk or slower subscriber additions if economic uncertainty increases. Netflix Q1 2026 Financial Results Netflix reported revenue of 12.25 billion USD, up 16% YoY, slightly ahead of internal guidance and consensus estimates around 12.18 billion. Operating income reached 3.957 billion USD, representing an 18% increase and a 32.3% operating margin. Net income came in at 5.283 billion USD (1.23 USD diluted EPS), heavily influenced by a one-time 2.8 billion USD termination fee related to the terminated Warner Bros. Discovery transaction. Excluding this item, core profitability was closer to expectations but still solid. Guidance for Q2 2026 calls for revenue of approximately 12.57 billion (13.5% YoY growth) and operating margin of 32.6%. Full-year 2026 outlook remains unchanged: revenue between 50.7 and 51.7 billion USD with an operating margin target of 31.5%. Advertising revenue is projected to reach about 3 billion USD for the year. Balance Sheet Position (as of March 31, 2026) Total assets: 61.016 billion USD Cash and cash equivalents: 12.260 billion USD Content assets, net: 33.376 billion USD Total liabilities: 29.890 billion USD (including long-term debt of 13.361 billion and short-term debt of 0.999 billion) Stockholders’ equity: 31.126 billion USD Net debt position is low at roughly 2.12 billion USD after accounting for cash. Operating cash flow for the quarter was strong at 5.290 billion USD, with free cash flow at 5.094 billion USD (boosted by the termination fee). Content additions remained significant at around 4.85 billion USD in spending. The balance sheet shows good liquidity and contained leverage, which provides a buffer. However, ongoing heavy investment in content continues to be a cash use even as amortization supports margins. Valuation Assessment Enterprise value currently sits around 411-416 billion USD. Trailing twelve-month EBITDA is approximately 34.08 billion USD, resulting in an EV/EBITDA multiple of roughly 12.1x. This is below the company’s longer-term median but still reflects a premium relative to many mature media peers, especially given slowing growth rates. A discounted cash flow (DCF) analysis under conservative assumptions (WACC in the 9-11% range, terminal growth of 2.5-3%, and revenue growth decelerating to mid-single digits as the subscriber base matures and competition persists) points to an intrinsic value materially below current trading levels. Some independent DCF models produce fair value estimates in the 40-65 USD per share range when applying proper discounting to projected free cash flows. Even base-case scenarios rarely exceed 90-110 USD without optimistic growth or margin expansion assumptions. EBITDA margins have expanded nicely to the low-30% area, but Q2 guidance already signals some sequential pressure from content amortization timing. Sustained high multiples require flawless execution on subscriber retention, ad-tier scaling, and pricing power amid economic headwinds. Downside Case to 55.55 or 67 usd If revenue growth moderates further toward 10-12% (consistent with maturing streaming markets), operating margins stabilize or contract slightly due to competitive content costs, and the market applies a more normalized 8-10x EV/EBITDA multiple in a higher-rate or risk-off environment, the implied share price falls significantly. Combined with potential macro drag from unemployment ticking higher or inflation remaining elevated, a 44-47% decline from current levels to the 55-67 area becomes plausible over 6-7 months. This is not a prediction of immediate collapse but a valuation-driven view based on the financials, guidance, and economic indicators. Netflix maintains strong fundamentals in cash generation and market position, yet the current price embeds expectations that may prove difficult to meet fully. This is for informational purposes only and does not constitute investment advice. Readers should review the full 10-Q, shareholder letter, and conduct their own due diligence. submitted by /u/spyapple [link] [comments]
reddit · primary_subject · 1.00
NFLX Q1 beat, Q2 guide soft, Hastings off the board. Timeline in one place
2026-04-18T17:43:15+00:00
Netflix had a lot happen in like 36 hours so i'm putting it all together here. Thursday night they drop the Q1 8-K. Revenue $12.25B, a beat. On paper Q1 looks solid, 16% growth and a 32% operating margin. Problem is $2.8B of the profit line is a termination fee from the Warner Bros acquisition Netflix tried to do for $42B that collapsed earlier this month. Take that out and its just a normal quarter. Then Friday the 10-Q lands with the Q2 guide, and the guide is soft. Operating margins YoY going lower, which is the part that pissed people off (myself included, Im long a little). Slowest revenue growth in a year too. And then tucked in the filings: Reed Hastings stepping off the board in June. 29 years. Didnt even lead with it, which is kind of insane honestly, you bury a co-founder departure? Stock fell ~9% after hours Thursday, kept bleeding Friday. My two cents, the $3B WBD fee made the headline print look better than the underlying business, and now that investors have actually opened the 10-Q they don't like what they see. Hastings walking the same night just stacks a second problem on top. Also tbh the whole ad-tier strategy was supposed to juice margins not compress them so what exactly is the plan here. Holding for now. Selling into a down-9 print feels dumb and I'm not adding either. submitted by /u/Rare_Ad6128 [link] [comments]
reddit · primary_subject · 1.00
Road to a Corvette Part 2: I was right.
2026-04-17T21:02:22+00:00
https://www.reddit.com/r/wallstreetbets/s/VJtJS1kkyp That was my last post and I said Apple would be the winner within the next 7 days, and surprise surprise, I was right. I made rent, so what comes now? Obviously a Corvette, I’m going to attempt to turn $1,500 into $91,500 so I can have 90k for a corvette and $1500 for rent and electricity instead of pulling my money out. My next move is $NFLX. The stock dropped almost 10% over what? Bad guidance and a lame duck CEO? The market is extremely undervaluing Netflix right now, and with how expensive gas prices are, no one is taking their shawties out on a date, they’re all asking them to _________ and chill. I know you filled that in with Netflix, it’s undeniably the king of streaming services and they’re primed to make a move reclaiming losses after the earnings report. Positions: $1500 all in on $NFLX 104c 05/01 Waiting for market open, but I already bought 3 contracts @ 0.51. submitted by /u/Creepy-Restaurant183 [link] [comments]
reddit · primary_subject · 0.85
Whistleblower site: Netflix
2026-04-17T16:49:03+00:00
This has been posted in a couple of entertainment industry subreddits, but might be interesting to this subreddit. Pynchon-themed comedic Netflix whistleblower site: www.yoyodub.com TLDR if you don’t have time to read the website is: Netflix execs, under approval of Netflix co-CEOs… have been quietly moving most voice work to Canada since 2023 to avoid US workers and SAG-AFTRA protection and use those performances to train “Deepspeak” A.I. that replaces human performers. Also, all Netflix produced performances in all languages and all countries outside of SAG-AFTRA in the US are used to train Netflix generative A.I. that replaces human performers. Immoral, not illegal, but also certainly won’t help Netflix in talent union negotiations. have orchestrated and sanctioned a blatant and ludicrous ongoing illegal Pay-To-Play “internship” scam in LA that charges actors $2000 for the opportunity to work. Evidence shows how blatantly this violates California’s Krekorian Talent Scam Prevention Act (AB 1319) in multiple ways. submitted by /u/yoyodyne_headhunter [link] [comments]
news · primary_subject · 1.00
Netflix: Market Has Completely Misunderstood Its Latest Earnings (NASDAQ:NFLX) - Seeking Alpha
2026-04-17T16:18:51+00:00
Netflix: Market Has Completely Misunderstood Its Latest Earnings (NASDAQ:NFLX) Seeking Alpha
reddit · mention · 0.85
Netflix PUT play, bought 4.3-> sold 11.8 after earnings drop (31k$ gain)
2026-04-17T13:54:46+00:00
sold 11.8 after earnings drop (31k$ gain)" title="Netflix PUT play, bought 4.3-> sold 11.8 after earnings drop (31k$ gain)" /> https://preview.redd.it/3nzrd8fearvg1.png?width=2776&format=png&auto=webp&s=55996f9694d91c0098e11dcac464aeb9967869ef 🔥🔥🔥🔥🔥 submitted by /u/FatFreeSkimmedMilk [link] [comments]
reddit · primary_subject · 1.00
NFLX AND CHILL pt.2
2026-04-17T13:35:06+00:00
The Netflix saga is the gift that keeps on giving submitted by /u/freekcpls [link] [comments]
reddit · mention · 0.75
Netflix beats expectations as cofounder Reed Hastings steps down from board
2026-04-17T01:38:23+00:00
submitted by /u/InterestingCat308 [link] [comments]
news · primary_subject · 0.94
Stocks to watch on Thursday after hours: NFLX, KNX, ARLO (KNX:NYSE) - Seeking Alpha
2026-04-16T21:56:51+00:00
Stocks to watch on Thursday after hours: NFLX, KNX, ARLO (KNX:NYSE) Seeking Alpha
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Event timeline
news · primary_subject · 1.00
Is Netflix, Inc. (NFLX) One of the Best Communication Stocks to Invest In? - Yahoo Finance
2026-05-23T11:55:13+00:00
Is Netflix, Inc. (NFLX) One of the Best Communication Stocks to Invest In? Yahoo Finance
reddit · comparison · 0.63
IMAX is exploring a sale
2026-05-21T22:01:01+00:00
It is the biggest moneymaker in theatres right now. Already +12% during afterhours. Imagine if Netflix goes out and buys it with all the mullah they saved by stepping away from Warner Bros. acquisition. Calls on NFLX. Article below: --------- IMAX Is Exploring a Sale High-end movie screen company’s search for a buyer comes as premium theatrical experiences are growing faster than overall box office Follow us in Apple News IMAX is exploring a sale and has approached entertainment companies as potential buyers, according to people familiar with the situation. The sale process is in early stages and may not result in a deal, the people said. IMAX’s search for a buyer comes as premium theatrical experiences are growing faster than the overall box office. Movies have grossed about $2.9 billion domestically this year, the highest total for the comparable period since before the pandemic, according to Box Office Mojo. Premium screens including IMAX accounted for 16% of ticket sales in the U.S. and Canada through early April, compared with 13% during the same period in 2021, according to data firm EntTelligence. IMAX, the best known of the premium cinema brands, accounted for 5.2% of domestic box office sales last year, compared with 3.2% in 2019, according to the company. It has taken big shares of hits like “Avatar: Fire and Ash” and “Project Hail Mary” that were tailored for its screens and marketed as spectacles worth seeing in the best theaters. Article continues in comments. submitted by /u/recordthemusic [link] [comments]
reddit · comparison · 0.63
IMAX Is Exploring a Sale
2026-05-21T21:49:58+00:00
It is the biggest moneymaker in theatres right now. Already +12% during afterhours. Imagine if Netflix goes out and buys it with all the mullah they saved by stepping away from Warner Bros. acquisition. Calls on NFLX. Article below: --------- IMAX Is Exploring a Sale High-end movie screen company’s search for a buyer comes as premium theatrical experiences are growing faster than overall box office Follow us in Apple News IMAX is exploring a sale and has approached entertainment companies as potential buyers, according to people familiar with the situation. The sale process is in early stages and may not result in a deal, the people said. IMAX’s search for a buyer comes as premium theatrical experiences are growing faster than the overall box office. Movies have grossed about $2.9 billion domestically this year, the highest total for the comparable period since before the pandemic, according to Box Office Mojo. Premium screens including IMAX accounted for 16% of ticket sales in the U.S. and Canada through early April, compared with 13% during the same period in 2021, according to data firm EntTelligence. IMAX, the best known of the premium cinema brands, accounted for 5.2% of domestic box office sales last year, compared with 3.2% in 2019, according to the company. It has taken big shares of hits like “Avatar: Fire and Ash” and “Project Hail Mary” that were tailored for its screens and marketed as spectacles worth seeing in the best theaters. At an investor meeting in December, IMAX Chief Executive Rich Gelfond said his firm will be “an incredibly valuable player, either as a wholly differentiated publicly traded company or as part of a larger company.” Gelfond recently returned to work part time after taking medical leave due to a serious bout of pneumonia. IMAX stock has risen about 40% since last summer, though it is down 7% so far this year. Its market cap is about $1.85 billion, making it a relatively small acquisition for most potential buyers. One big question would be whether a Hollywood company that bought IMAX would favor its own movies over those from competitors. Every studio releases movies on IMAX and fights with rivals to secure the premium screens when multiple films open simultaneously. Netflix recently announced it will release a November movie starring Brad Pitt and directed by David Fincher exclusively on IMAX screens for two weeks before it starts streaming. Next February it’s playing the big budget literary adaptation “Narnia: The Magician’s Nephew” in IMAX and other theaters seven weeks before it hits the streaming service—its first full-scale theatrical release. submitted by /u/recordthemusic [link] [comments]
news · primary_subject · 1.00
Consumer Subscription Stocks Q1 Results: Benchmarking Netflix (NASDAQ:NFLX) - Yahoo Finance
2026-05-21T01:16:00+00:00
Consumer Subscription Stocks Q1 Results: Benchmarking Netflix (NASDAQ:NFLX) Yahoo Finance
reddit · primary_subject · 0.75
Netflix Director Reed Hastings Sells 407,550 Shares
2026-05-05T16:02:28+00:00
submitted by /u/WorseBlitzNA [link] [comments]
reddit · primary_subject · 1.00
NFLX DD 2026 share price
2026-04-27T04:15:51+00:00
This post will examine NFLX's revenues, expenses, earnings, and give a 2026 estimate with this data. Revenues and expenses For 2026, let's see what NFLX has to say. We continue to project 2026 revenue of $50.7-$51.7B and an operating margin of 31.5%. Let's get to their numbers to find out what that means... Q revenue expenses net shares EPS Q1 '25 10'543 7'653 2'890 4'370 0.661 Q2 '25 11'079 7'954 3'125 4'349 0.719 Q3 '25 11'510 8'963 2'547 4'340 0.587 Q4 '25 12'051 9'632 2'419 4'317 0.560 Q1 '26 12'250 6'967 5'283 4'298 1.229 Q2 '26 12'574 9'247 3'327 4280 0.777 The average increase in revenue per quarter is 3.45%; the increase in expenses is 5.83%; shares decrease by 0.41%. That gives us a forecast of... Q rev exp net shares eps Q3 '26 13'008 9'786 3'222 4'262 0.756 Q4 26 13'457 10'357 3'100 4245 0.730 For the second half of the 2026 expenses are steadily increasing, while revenue is flattening. As a result, EPS is decreasing throughout the year. Let's go more in depth on the expenses to see where the extra costs are coming from. Expenses and tax breakdown Q cost of rev sales tech admin interest tax Q1 '25 5263 688 823 425 133 (323) Q2 '25 5325 713 825 441 143 (506) Q3 '25 6'164 786 854 458 139 (563) Q4 '25 6'523 1'113 890 568 188 (349) Q1 '26 5'888 842 960 603 (2590) (1264) Cost of revenue is increasing by 3.26% on average; sales expenses are increasing by 7.78%; technology expenses are increasing by 3.96%; administration costs are increasing by 9.45%; except for Q1 2026, interest expense on revenue is increasing by 13.32%; and, omitting the Q1 outlier, tax rebates are increasing by 9.97%. There's a huge tax rebate and interest payment in Q1 2026 that largely decreased expenses away from the norm. They also have much lower cost of revenue compared to the trend. These are not expected to continue in Q2 2026. Q cost of rev sales tech admin interest tax Q2 '26 6736 908 998 660 213 (384) Q3 '26 6956 978 1037 722 241 (422) Q4 '26 7182 1054 1079 791 274 (464) As shown above, for Q2 taxes and expenses add up to $9131, which is very close to Netflix's pre-tax estimate in the first chart. Q3 sees expenses of $9512, which is also slightly lower. Lastly, Q4 has expenses of $9916 after taxes. If we do a shares price calculation with a 30 PE multiple for the trailing 12 months... Q after tax EPS price target Q2 '26 0.804 $101.10 Q3 '26 0.820 $108.9 Q4 '26 0.834 $97.05 Share prices will hit a high of $108, ending the year around the $97 mark. Overall, expenses are steadily rising, largely in the Cost of Revenue. If tax rebates continue or there are new interest revenues, as seen in Q1 2026, NFLX could see significant EPS beats. Disclaimer: Short puts submitted by /u/run_midnight [link] [comments]
reddit · primary_subject · 0.94
NFLX DD, 2026 expectations
2026-04-27T00:54:42+00:00
This post will examine NFLX's revenues, expenses, earnings, and give a 2026 estimate with this data. Revenues and expenses For 2026, let's see what NFLX has to say. We continue to project 2026 revenue of $50.7-$51.7B and an operating margin of 31.5%. Okay, that's cool but what's it mean for the stuck price? Let's get to the numbers to find out and throw a price target on at the end for shits and giggles... Q rev exp net shares EPS Q1 '25 10'543 7'653 2'890 4'370 0.661 Q2 '25 11'079 7'954 3'125 4'349 0.719 Q3 '25 11'510 8'963 2'547 4'340 0.587 Q4 '25 12'051 9'632 2'419 4'317 0.560 Q1 '26 12'250 6'967 5'283 4'298 1.229 Q2 '26 12'574 9'247 3'327 4280 0.777 This gives Q2 2026 a princess target of $94.59 with a PE of 30. The average increase in revenue per quarter is 3.45%; the increase in expenses is 5.83%; shares decrease by 0.41% and calculated the Q2 '26 share count and EPS from this. Now let's extrapolate, on the table above, to rest of 2026... Q rev exp net shares eps TTM x 30 PE Q3 '26 13'008 9'786 3'222 4'262 0.756 $99.66 Q4 26 13'457 10'357 3'100 4245 0.730 $104.76 For the second half of the 2026 we can see that expenses are steadily increasing, while revenue is flattening. As a result, EPS is decreasing thought-out the year. However, if we do a basic shares price calculation with a 30 PE and the trailing 12 months, we can see that shares price should slowly increase to a high of $104 on the year. (It's late on a Sunday, I didn't subtract taxes from this. If the responses to this post warrant it, tomorrow I'll post a deeper dive into the expenses, and tax situation... to see the biggest detractor to it's EPS downtrend.) Disclaimer: No position, I'll be putting on short puts tomorrow submitted by /u/run_midnight [link] [comments]
reddit · mention · 0.75
Warner Bros. investors approve $110 billion sale to Paramount Skydance, following long battle with Netflix
2026-04-23T15:25:45+00:00
submitted by /u/King-of-Limbs-07 [link] [comments]
reddit · mention · 0.75
Netflix announces $25 billion share buyback
2026-04-23T10:57:23+00:00
submitted by /u/King-of-Limbs-07 [link] [comments]
reddit · mention · 0.64
NFLX
2026-04-20T20:14:26+00:00
90k in. Coming back to after 2 ERs. submitted by /u/YurpeeTheHerpee [link] [comments]
reddit · mention · 0.64
NFLX loss
2026-04-20T15:37:12+00:00
Bought 500 shares right before market close on earnings day. submitted by /u/AvgValueInvestor [link] [comments]
reddit · primary_subject · 1.00
netflix drop
2026-04-19T09:01:54+00:00
Here’s my analysis of Netflix (NFLX). The stock closed at approximately 97.31 USD on April 17 after a 9.7% drop following Q1 earnings. I expect further downside pressure that could bring the share price toward the 55.55 usd or like 67 usd level over the next several quarters. Macroeconomic Context The broader environment does not support current premium valuations for growth-oriented names. Unemployment rate stood at 4.3% in March 2026, with FOMC projections pointing to 4.4% for the year and some softening in labor conditions. GDP growth remains modest, around 2% range, with risks from persistent inflation. Headline CPI rose to 3.3% YoY in March, up from 2.4% the prior month. Core measures also show stickiness, while money supply (M2) continues expanding. These factors can constrain consumer discretionary spending on streaming services through higher churn risk or slower subscriber additions if economic uncertainty increases. Netflix Q1 2026 Financial Results Netflix reported revenue of 12.25 billion USD, up 16% YoY, slightly ahead of internal guidance and consensus estimates around 12.18 billion. Operating income reached 3.957 billion USD, representing an 18% increase and a 32.3% operating margin. Net income came in at 5.283 billion USD (1.23 USD diluted EPS), heavily influenced by a one-time 2.8 billion USD termination fee related to the terminated Warner Bros. Discovery transaction. Excluding this item, core profitability was closer to expectations but still solid. Guidance for Q2 2026 calls for revenue of approximately 12.57 billion (13.5% YoY growth) and operating margin of 32.6%. Full-year 2026 outlook remains unchanged: revenue between 50.7 and 51.7 billion USD with an operating margin target of 31.5%. Advertising revenue is projected to reach about 3 billion USD for the year. Balance Sheet Position (as of March 31, 2026) Total assets: 61.016 billion USD Cash and cash equivalents: 12.260 billion USD Content assets, net: 33.376 billion USD Total liabilities: 29.890 billion USD (including long-term debt of 13.361 billion and short-term debt of 0.999 billion) Stockholders’ equity: 31.126 billion USD Net debt position is low at roughly 2.12 billion USD after accounting for cash. Operating cash flow for the quarter was strong at 5.290 billion USD, with free cash flow at 5.094 billion USD (boosted by the termination fee). Content additions remained significant at around 4.85 billion USD in spending. The balance sheet shows good liquidity and contained leverage, which provides a buffer. However, ongoing heavy investment in content continues to be a cash use even as amortization supports margins. Valuation Assessment Enterprise value currently sits around 411-416 billion USD. Trailing twelve-month EBITDA is approximately 34.08 billion USD, resulting in an EV/EBITDA multiple of roughly 12.1x. This is below the company’s longer-term median but still reflects a premium relative to many mature media peers, especially given slowing growth rates. A discounted cash flow (DCF) analysis under conservative assumptions (WACC in the 9-11% range, terminal growth of 2.5-3%, and revenue growth decelerating to mid-single digits as the subscriber base matures and competition persists) points to an intrinsic value materially below current trading levels. Some independent DCF models produce fair value estimates in the 40-65 USD per share range when applying proper discounting to projected free cash flows. Even base-case scenarios rarely exceed 90-110 USD without optimistic growth or margin expansion assumptions. EBITDA margins have expanded nicely to the low-30% area, but Q2 guidance already signals some sequential pressure from content amortization timing. Sustained high multiples require flawless execution on subscriber retention, ad-tier scaling, and pricing power amid economic headwinds. Downside Case to 55.55 or 67 usd If revenue growth moderates further toward 10-12% (consistent with maturing streaming markets), operating margins stabilize or contract slightly due to competitive content costs, and the market applies a more normalized 8-10x EV/EBITDA multiple in a higher-rate or risk-off environment, the implied share price falls significantly. Combined with potential macro drag from unemployment ticking higher or inflation remaining elevated, a 44-47% decline from current levels to the 55-67 area becomes plausible over 6-7 months. This is not a prediction of immediate collapse but a valuation-driven view based on the financials, guidance, and economic indicators. Netflix maintains strong fundamentals in cash generation and market position, yet the current price embeds expectations that may prove difficult to meet fully. This is for informational purposes only and does not constitute investment advice. Readers should review the full 10-Q, shareholder letter, and conduct their own due diligence. submitted by /u/spyapple [link] [comments]
reddit · primary_subject · 1.00
NFLX Q1 beat, Q2 guide soft, Hastings off the board. Timeline in one place
2026-04-18T17:43:15+00:00
Netflix had a lot happen in like 36 hours so i'm putting it all together here. Thursday night they drop the Q1 8-K. Revenue $12.25B, a beat. On paper Q1 looks solid, 16% growth and a 32% operating margin. Problem is $2.8B of the profit line is a termination fee from the Warner Bros acquisition Netflix tried to do for $42B that collapsed earlier this month. Take that out and its just a normal quarter. Then Friday the 10-Q lands with the Q2 guide, and the guide is soft. Operating margins YoY going lower, which is the part that pissed people off (myself included, Im long a little). Slowest revenue growth in a year too. And then tucked in the filings: Reed Hastings stepping off the board in June. 29 years. Didnt even lead with it, which is kind of insane honestly, you bury a co-founder departure? Stock fell ~9% after hours Thursday, kept bleeding Friday. My two cents, the $3B WBD fee made the headline print look better than the underlying business, and now that investors have actually opened the 10-Q they don't like what they see. Hastings walking the same night just stacks a second problem on top. Also tbh the whole ad-tier strategy was supposed to juice margins not compress them so what exactly is the plan here. Holding for now. Selling into a down-9 print feels dumb and I'm not adding either. submitted by /u/Rare_Ad6128 [link] [comments]
reddit · primary_subject · 1.00
Road to a Corvette Part 2: I was right.
2026-04-17T21:02:22+00:00
https://www.reddit.com/r/wallstreetbets/s/VJtJS1kkyp That was my last post and I said Apple would be the winner within the next 7 days, and surprise surprise, I was right. I made rent, so what comes now? Obviously a Corvette, I’m going to attempt to turn $1,500 into $91,500 so I can have 90k for a corvette and $1500 for rent and electricity instead of pulling my money out. My next move is $NFLX. The stock dropped almost 10% over what? Bad guidance and a lame duck CEO? The market is extremely undervaluing Netflix right now, and with how expensive gas prices are, no one is taking their shawties out on a date, they’re all asking them to _________ and chill. I know you filled that in with Netflix, it’s undeniably the king of streaming services and they’re primed to make a move reclaiming losses after the earnings report. Positions: $1500 all in on $NFLX 104c 05/01 Waiting for market open, but I already bought 3 contracts @ 0.51. submitted by /u/Creepy-Restaurant183 [link] [comments]
reddit · primary_subject · 0.85
Whistleblower site: Netflix
2026-04-17T16:49:03+00:00
This has been posted in a couple of entertainment industry subreddits, but might be interesting to this subreddit. Pynchon-themed comedic Netflix whistleblower site: www.yoyodub.com TLDR if you don’t have time to read the website is: Netflix execs, under approval of Netflix co-CEOs… have been quietly moving most voice work to Canada since 2023 to avoid US workers and SAG-AFTRA protection and use those performances to train “Deepspeak” A.I. that replaces human performers. Also, all Netflix produced performances in all languages and all countries outside of SAG-AFTRA in the US are used to train Netflix generative A.I. that replaces human performers. Immoral, not illegal, but also certainly won’t help Netflix in talent union negotiations. have orchestrated and sanctioned a blatant and ludicrous ongoing illegal Pay-To-Play “internship” scam in LA that charges actors $2000 for the opportunity to work. Evidence shows how blatantly this violates California’s Krekorian Talent Scam Prevention Act (AB 1319) in multiple ways. submitted by /u/yoyodyne_headhunter [link] [comments]
news · primary_subject · 1.00
Netflix: Market Has Completely Misunderstood Its Latest Earnings (NASDAQ:NFLX) - Seeking Alpha
2026-04-17T16:18:51+00:00
Netflix: Market Has Completely Misunderstood Its Latest Earnings (NASDAQ:NFLX) Seeking Alpha
reddit · mention · 0.85
Netflix PUT play, bought 4.3-> sold 11.8 after earnings drop (31k$ gain)
2026-04-17T13:54:46+00:00
sold 11.8 after earnings drop (31k$ gain)" title="Netflix PUT play, bought 4.3-> sold 11.8 after earnings drop (31k$ gain)" /> https://preview.redd.it/3nzrd8fearvg1.png?width=2776&format=png&auto=webp&s=55996f9694d91c0098e11dcac464aeb9967869ef 🔥🔥🔥🔥🔥 submitted by /u/FatFreeSkimmedMilk [link] [comments]
reddit · primary_subject · 1.00
NFLX AND CHILL pt.2
2026-04-17T13:35:06+00:00
The Netflix saga is the gift that keeps on giving submitted by /u/freekcpls [link] [comments]
reddit · mention · 0.75
Netflix beats expectations as cofounder Reed Hastings steps down from board
2026-04-17T01:38:23+00:00
submitted by /u/InterestingCat308 [link] [comments]
news · primary_subject · 0.94
Stocks to watch on Thursday after hours: NFLX, KNX, ARLO (KNX:NYSE) - Seeking Alpha
2026-04-16T21:56:51+00:00
Stocks to watch on Thursday after hours: NFLX, KNX, ARLO (KNX:NYSE) Seeking Alpha
reddit · mention · 1.00
DD: Semiconductors & Shoes and Their Downstream Effects on $AAPL
2026-04-16T21:06:25+00:00
I'm a 19 year old college student, rent is due in 2 weeks, and I YOLO'd my last bit of rent money after quitting work into $AAPL calls expiring next friday. Positions Netflix drops: $12.25B revenue (+16% YoY) Ad business doubling to ~$3B 60% of new users on ad tier Expanding into live events, gaming, vertical video The stock drops by 8.3% after hours. On top of this, both $TSM and $ASML saw counterintuitive drops DESPITE amazing earnings reports. Now the news with $BIRD and $MYSE. Everyone and their mom knows AI is a bubble, and the big players are going to start moving out of it into a different tech sector. $AAPL, despite the rest of the tech space revolving their products around AI, remains staunchly entrenched their own software/hardware push for a more diverse Apple ecosystem. This is AI-proof, especially with the failures that came with "Apple intelligence". With all this money being lost in semis and Apple being the one tech company that doesn't revolve their entire current product lineup around AI, big investors are going to rotate their money in the tech space. bUt WhY cAlLs BeFoRe EaRnInGs? Well, my fellow retard, all the big investors are going to see this coming and pump $AAPL before selling the news on. $NFLX was the final nail in the coffin for tech companies before they pumped and dumped $AAPL too. IV approximates a +/- 3.4% move by 04/23. I don't plan on holding these to expiry, they just need one strong reconciliation before then for me to flip these for a profit. Stick around to see if I'll make rent or be evicted I guess. submitted by /u/Creepy-Restaurant183 [link] [comments]
reddit · mention · 0.64
Inverse WSB, thank you. NFLX to the core!
2026-04-16T20:45:32+00:00
I was going to buy calls because it seemed logical. This place was flooded with people buying calls so I inversed. Appreciate y’all!!! submitted by /u/Your_Local_Tuba [link] [comments]
reddit · primary_subject · 0.85
Habt ihr ein Netflix Abo?
2026-04-16T20:22:43+00:00
Ich habe schon seit 2018 oder so kein Netflix mehr, bin aber immer erstaunt wie viele noch ein Abo haben. Würde mich interessieren wie es hier aussieht. View Poll submitted by /u/The_Moppel [link] [comments]
news · primary_subject · 1.00
Netflix (NASDAQ:NFLX) Issues Earnings Results - MarketBeat
2026-04-16T20:17:18+00:00
Netflix (NASDAQ:NFLX) Issues Earnings Results MarketBeat
reddit · primary_subject · 1.00
Netflix earnings beat by $0.44, revenue topped estimates
2026-04-16T20:13:29+00:00
Netflix (NASDAQ: NFLX ) reported first quarter EPS of $1.23, $0.44 better than the analyst estimate of $0.79. Revenue for the quarter came in at $12.25B versus the consensus estimate of $12.18B. Guidance Netflix sees Q2 2026 EPS of $0.78 versus the analyst consensus of $0.84. Netflix sees Q2 2026 revenue of $12.57B versus the analyst consensus of $12.64B. Netflix’s stock price closed at $107.79. It is up 22.49% in the last 3 months and up 10.78% in the last 12 months. Other important things, Reed hastings is stepping down from the board and they're launching a shorts thing like I said they should. Disclosure, I own Netflix shares. submitted by /u/TAKINAS_INNOVATION [link] [comments]
news · primary_subject · 1.00
Netflix (NASDAQ:NFLX) Beats Q1 CY2026 Sales Expectations But Stock Drops - Yahoo Finance
2026-04-16T20:11:24+00:00
Netflix (NASDAQ:NFLX) Beats Q1 CY2026 Sales Expectations But Stock Drops Yahoo Finance
reddit · primary_subject · 1.00
NFLX 3x Leverage turning out amazing
2026-04-16T18:14:43+00:00
If there is one thing I know about Netflix, is that its not going to dissapear. Netflix crashed once from 70$ to 16$ back in 2022 and I did not go live yet back then but I invested in my paper account and as you all know, Netflix peaked at 130$ so that was an insane return if I wasnt in my paper account learning era. Well Netflix had a huge downtrend from 134$ ATH a couple months ago due to the Warner Bros merger and the market being shit scared of too much monopoly. Not me, I knew that whether Netflix got WBD or not, they would recover no matter what and with that conviction in mind. I took a huge risk and bought 3x Leveraged NFLX shares. My plan was simple, buy in and add more the next month. But instead I ended up timing the fucking bottom at 78.3$, just a week before WBD announced they would take Paramount's merger deal instead of Netflix and the stock SOARED and reverse course. 2 months later after a small pullback and consolidation, the stock is now going up again in anticipation of earnings today and this continues to be a profitable "investment" for me. Not fucking selling till its back at ATH. https://preview.redd.it/wumojt0gelvg1.png?width=448&format=png&auto=webp&s=0d9df8303ebdd7515999569fe4a25b65c490fa3a submitted by /u/KaramTNC [link] [comments]
reddit · primary_subject · 0.75
Netflix Q1 Earnings Call Live Transcript
2026-04-16T17:45:12+00:00
This post contains content not supported on old Reddit. Click here to view the full post submitted by /u/wsb-earnings [link] [comments]
reddit · primary_subject · 1.00
$NFLX Earnings heute hoffnung stirbt zuerst
2026-04-16T08:45:20+00:00
submitted by /u/xEsco57 [link] [comments]
reddit · primary_subject · 0.85
Netflix earnings
2026-04-15T20:46:44+00:00
Hey guys, I posted two months ago about going all in on Netflix (I actually did that so it turned out ok for me) and now they're about to have their earnings tomorrow. The question for me is: What red flags in earnings would you be looking out for to make a decision to either hold for the next 4 years (my original and current plan is to hold till 2030 or until they hit 1 trillion valuation) or to trim down and take some profit. Not really a question of investing philosophy. I know holding one stock is dumb no need to reiterate that lol. I’m not sure if this should’ve been posted in daily discussion instead, still new to Reddit. submitted by /u/deadwanderingdaoist [link] [comments]
reddit · primary_subject · 1.00
$222k $NFLX (2100 shares) earnings yolo
2026-04-15T15:55:00+00:00
submitted by /u/run_midnight [link] [comments]
reddit · mention · 0.64
NFLX Earnings
2026-04-13T15:59:49+00:00
Two months ago I posted my calls and stock right before a nice rally. Sold off 2 calls and riding the rest through earnings. Went from a lot of red to a lot of green. No detailed reasons why, just feeling good about it. submitted by /u/Totallycomputername [link] [comments]
reddit · primary_subject · 0.85
Meinungen zu den Netflix zahlen am 16.04 (Q1)
2026-04-12T17:19:54+00:00
Um hier auch mal was anderes außer Öl und Trump zuhören, was sind eure Einschätzungen ? Das Rating für Netflix wurde zuletzt von fast jeden bekannten Analysten angehoben und der Chart hat eine gute Ausgangslage. submitted by /u/First-View1333 [link] [comments]
reddit · primary_subject · 0.85
i spent my weekend reading 98 s&p 500 10-Ks for tariff and war risks. the results are.. weird. banks are way more exposed than oil companies
2026-04-04T22:33:52+00:00
everyone is talking about the iran war and trump’s tariffs, but i wanted to see which companies are actually panicking in their official sec filings. i spent my entire weekend digging through the "risk factors" section of the 2 most recent 10-Ks for 98 s&p 500 companies. i looked for 8 specific themes: tariffs, war, geopolitical, oil/energy, sanctions, supply chain, interest rates, and recession. here is the data. some of this makes zero sense on paper, but the 10-Ks don't lie. the "macro risk" top 10 (highest exposure) ticker company exposure score key risk mentions MS morgan stanley 95.6 221 total (massive geopolitical/war) C citigroup 91.2 269 total (highest volume in the scan) BAC bank of america 80.4 102 mentions GS goldman sachs 67.2 heavy institutional/trading risk JPM jpmorgan 62.1 systemic macro exposure CVX chevron 58.0 188 oil/energy mentions (obviously) BLK blackrock 52.1 asset management/global exposure EOG eog resources 50.2 142 oil mentions CDNS cadence 45.6 21 tariff mentions (semis getting hit) REGN regeneron 43.7 36 tariff mentions (surprising for pharma) the "safe haven" list (the ones who don't care) if you're looking for where to hide, these companies basically didn't even mention the war or tariffs in their risk factors: PGR (progressive): only 7 mentions total. UNH (unitedhealth): 6 mentions. NFLX (netflix): 6 mentions. COST (costco): 8 mentions. 3 things that surprised me: banks are the real "war" stocks: i expected oil companies to be #1, but morgan stanley and citi are screaming about geopolitical risk way louder. they are terrified of credit defaults and trade finance collapsing while the market is at all-time highs. the semiconductor "sanction" trap: nvda (ranked #13) and cdns have massive exposure to sanctions and tariffs. nvda has 50 mentions of "sanctions" alone. the "ai moat" is built on a very fragile geopolitical foundation. if the strait stays closed, the supply chain for chips is toast. pharma is not immune: regeneron (regn) has 36 tariff mentions. i didn't realize how much their supply chain for raw materials is tied to the current trade war. the "so what?" the market is pricing in a "soft landing" or a "short war," but the banks are writing 200+ page warnings about systemic collapse. either the banks are being overly cautious for legal reasons, or they are seeing a credit crunch that the retail market is completely ignoring. i'm personally looking at costco and progressive as the only real "sleep at night" stocks right now. what am i missing? are the banks just covering their asses with legal boilerplate, or is the risk in the financial sector a legitimate warning for the entire s&p 500? not financial advice. i'm just a guy who spent too much time on sec edgar this weekend. submitted by /u/Upset-Commercial-661 [link] [comments]
Alerts
Ticker alerts
NFLX · early_signal · 0.64
Is Netflix, Inc. (NFLX) One of the Best Communication Stocks to Invest In? - Yahoo Finance
2026-05-23T11:55:13+00:00
NFLX: Is Netflix, Inc. (NFLX) One of the Best Communication Stocks to Invest In? - Yahoo Finance (early_signal, score 0.64)
NFLX · early_signal · 0.49
IMAX Is Exploring a Sale
2026-05-21T21:49:58+00:00
NFLX: IMAX Is Exploring a Sale (early_signal, score 0.49)
Risk flags: rumor