3 days ago
This year hasn't treated Netflix's (NFLX) stock well, and it is down over 18% year-to-date (YTD). It peaked above $108 in April ahead of its Q1 2026 earnings. However, that report triggered a selloff in Netflix, as did the next one. Incidentally, the company did not raise its 2026 guidance in either release, which dampened sentiment and raised fears of a slowdown in the back half of the year.
To be sure, Netflix hasn't had a linear decline this year, and the stock has had its moments. It rallied in late February after the company announced that it was walking away from the bidding war for Warner Bros. Discovery's (WBD) ******* ets. It did not hurt that Paramount Skydance (PSKY) paid a $2.8 billion breakup fee to Netflix for stepping aside from the deal. NFLX hit its 2026 lows following its Q2 2026 confessional but smartly rallied from those levels, in part aided by the disclosure that Bill Ackman's Pershing Square Holdings (PSHZF) took a stake in Q2.
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#company #however #incidentally
To be sure, Netflix hasn't had a linear decline this year, and the stock has had its moments. It rallied in late February after the company announced that it was walking away from the bidding war for Warner Bros. Discovery's (WBD) ******* ets. It did not hurt that Paramount Skydance (PSKY) paid a $2.8 billion breakup fee to Netflix for stepping aside from the deal. NFLX hit its 2026 lows following its Q2 2026 confessional but smartly rallied from those levels, in part aided by the disclosure that Bill Ackman's Pershing Square Holdings (PSHZF) took a stake in Q2.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
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#company #however #incidentally
6 days ago
Netflix (NASDAQ:NFLX) raised prices on every one of its U.K. plans in the past few days. The ad-supported standard plan took the biggest jump, moving from £5.99 to £7.99 a month (a third more), while the ad-free standard plan went to £13.99 and premium to £20.99. New members pay the new prices right away, and existing members typically get 30 days' notice before the change reaches their bills.
Shares of the streaming giant fell 5.4% on Friday to $78.25, the same day the increase made headlines.
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Price increases are nothing new for this company, though. Netflix has been raising prices for 15 years, in markets all over the world, and its annual revenue has grown every single year through all of them.
But that streak is a low bar. The better measure, I'd argue, is what each increase did to the company's revenue growth rate -- and that record is more interesting than the streak itself.
#every #members
Shares of the streaming giant fell 5.4% on Friday to $78.25, the same day the increase made headlines.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Price increases are nothing new for this company, though. Netflix has been raising prices for 15 years, in markets all over the world, and its annual revenue has grown every single year through all of them.
But that streak is a low bar. The better measure, I'd argue, is what each increase did to the company's revenue growth rate -- and that record is more interesting than the streak itself.
#every #members
12 days ago
Despite a 34% selloff, Netflix (NFLX) earns a BUY with a $182 price target implying 123% upside over twelve months.
Netflix crushes Disney (DIS) on margins at 33% versus 15% and trades at half Spotify's (SPOT) earnings multiple despite matching its growth rate.
Ad revenue is set to nearly double to $3 billion in 2026, while a record $4.7 billion Q2 buyback signals strong management conviction.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Netflix didn't make the cut. Grab the names FREE today.
Netflix (NASDAQ:NFLX) has been a punching bag for the past year, but our model sees a very different setup heading into 2027. With the stock trading at $81.72, down 33.64% over the last twelve months, sentiment has rarely been this washed out on a company still growing revenue in the double digits.
#months #double
Netflix crushes Disney (DIS) on margins at 33% versus 15% and trades at half Spotify's (SPOT) earnings multiple despite matching its growth rate.
Ad revenue is set to nearly double to $3 billion in 2026, while a record $4.7 billion Q2 buyback signals strong management conviction.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Netflix didn't make the cut. Grab the names FREE today.
Netflix (NASDAQ:NFLX) has been a punching bag for the past year, but our model sees a very different setup heading into 2027. With the stock trading at $81.72, down 33.64% over the last twelve months, sentiment has rarely been this washed out on a company still growing revenue in the double digits.
#months #double
12 days ago
Netflix Inc. (NFLX) stock has been moving higher after a post-earnings dip. Moreover, even if NFLX takes a breather here or trades in a range, it may be worth shorting out-of-the-money puts to set a lower buy-in price.
NFLX closed at $81.72 on Friday, Aug. 28, up 2.35%. In the last month, it's risen over 20% since bottoming out at $67.60 on July 20. However, NFLX is still where it was almost 3 months ago, when it closed at $81.52 on June 3.
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#range #july
NFLX closed at $81.72 on Friday, Aug. 28, up 2.35%. In the last month, it's risen over 20% since bottoming out at $67.60 on July 20. However, NFLX is still where it was almost 3 months ago, when it closed at $81.52 on June 3.
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#range #july
13 days ago
Headquartered in Los Gatos, California, Netflix, Inc. (NFLX) is a global entertainment company and one of the world's leading streaming platforms, offering TV series, films, live programming and games across a broad range of genres and languages. Its core business is subscription-based streaming, with revenue primarily generated from monthly membership fees, while its newer advertising business provides an additional monetization channel.
With a market cap of approximately $340.3 billion, Netflix sits firmly in the 200-billion-or-more mega-cap tier, giving the streaming giant substantial financial firepower. That scale provides the flexibility to invest aggressively across its next growth avenues, from scaling its advertising business and expanding into gaming to strengthening its technology infrastructure and growing its in-house content studio, while continuing to fund its core streaming operation.
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With a market cap of approximately $340.3 billion, Netflix sits firmly in the 200-billion-or-more mega-cap tier, giving the streaming giant substantial financial firepower. That scale provides the flexibility to invest aggressively across its next growth avenues, from scaling its advertising business and expanding into gaming to strengthening its technology infrastructure and growing its in-house content studio, while continuing to fund its core streaming operation.
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#tesla #advertising
17 days ago
Netflix (NFLX) is one of the world's leading streaming entertainment companies. Founded in 1997 and headquartered in Los Gatos, California, Netflix has evolved from a DVD-rental service into a global entertainment powerhouse offering original series, films, live sports, and gaming content to members in more than 190 countries.
The company has increasingly diversified its revenue streams through a growing advertising-supported tier, live programming including NFL games and the 2027 FIFA Women's World Cup, and continued international expansion. Let's take a closer look.
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#Stock #netflix #nflx #california
The company has increasingly diversified its revenue streams through a growing advertising-supported tier, live programming including NFL games and the 2027 FIFA Women's World Cup, and continued international expansion. Let's take a closer look.
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#Stock #netflix #nflx #california
19 days ago
The on-demand library it was built on is no longer the story management leads with, and the quality measure it now sets beside view hours is one the company will not detail.
Netflix (NFLX) has fallen 34.4% over the past twelve months while the S&P 500 returned 21.0%, though it is still 18.1% higher than it was twenty-four months ago. The bigger change is not in the price: the company has moved its lead story off the on-demand library it was built on and the quality side of its engagement case out of public view.
Management Used To Describe The Company Narrowly
In earlier calls management described the company narrowly: it was in the subscription entertainment business, and its core strategy was giving members exclusive first-run movies. That is no longer the whole of it. In the July 2026 call management says the definition of TV has broadened and its own has changed with it. The core TV series and film still take the vast majority of programming spend; what management foregrounds alongside them is live programming, cloud games, video podcasts, and carrying content partner TF1's local programming inside Netflix for French members. Management itself calls the expansions evolutionary rather than revolutionary.
Five Percent Of Spend, One Percent Of Hours
#percent
Netflix (NFLX) has fallen 34.4% over the past twelve months while the S&P 500 returned 21.0%, though it is still 18.1% higher than it was twenty-four months ago. The bigger change is not in the price: the company has moved its lead story off the on-demand library it was built on and the quality side of its engagement case out of public view.
Management Used To Describe The Company Narrowly
In earlier calls management described the company narrowly: it was in the subscription entertainment business, and its core strategy was giving members exclusive first-run movies. That is no longer the whole of it. In the July 2026 call management says the definition of TV has broadened and its own has changed with it. The core TV series and film still take the vast majority of programming spend; what management foregrounds alongside them is live programming, cloud games, video podcasts, and carrying content partner TF1's local programming inside Netflix for French members. Management itself calls the expansions evolutionary rather than revolutionary.
Five Percent Of Spend, One Percent Of Hours
#percent
19 days ago
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its "Global Growth Strategy." The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around AI infrastructure drove markets, with semiconductor, memory, and hardware stocks accounting for much of the gain. Although the portfolio owned AI beneficiaries, broader holdings lagged despite fundamentals, as median revenue and EPS growth reached 12% and 14% and more than 60% of the holdings beat expectations. SGA believes valuation compression reflects sentiment rather than weaker business quality, leaving the portfolio near its widest discount to the market since inception. The firm continues to favor durable compounders and expects 16% revenue growth and 20% earnings growth over three years. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, SGA Global Growth Strategy highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX), a leading subscription-based streaming entertainment platform, detracted from performance during the quarter. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
SGA Global Growth Strategy stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX) was a detractor from returns during the quarter after the stock came under pressure despite reporting solid first quarter results in April. Revenue grew 16% year-over-year, or 14% excluding FX, and operating income rose 18%, supported by strong growth in APAC and Latin America. Second quarter revenue guidance came in roughly 1% below expectations and EBIT guidance was 5% light due to content amortization timing. Management maintained full-year guidance of 11% to 13% revenue growth (excluding FX) and approximately 20% profit growth rather than raising it, which disappointed some investors who had anticipated a lift following the recent price hike and the removal of the Warner Bros. Discovery deal overhang. With the Warner Bros. Discovery acquisition now behind it, management can refocus on the core business and deploy excess free cash flow toward AI investment and buybacks, including a new $25 billion authorization. The company continues to expand its mobile and content initiatives, while evaluating longer-term opportunities in advertising and AI-driven production tools. Over the long term, Netflix benefits from a recurring subscription model with low churn and demonstrated pricing power, supported by a broad and growing content library and meaningful global growth opportu
In its second-quarter 2026 investor letter, SGA Global Growth Strategy highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX), a leading subscription-based streaming entertainment platform, detracted from performance during the quarter. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
SGA Global Growth Strategy stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX) was a detractor from returns during the quarter after the stock came under pressure despite reporting solid first quarter results in April. Revenue grew 16% year-over-year, or 14% excluding FX, and operating income rose 18%, supported by strong growth in APAC and Latin America. Second quarter revenue guidance came in roughly 1% below expectations and EBIT guidance was 5% light due to content amortization timing. Management maintained full-year guidance of 11% to 13% revenue growth (excluding FX) and approximately 20% profit growth rather than raising it, which disappointed some investors who had anticipated a lift following the recent price hike and the removal of the Warner Bros. Discovery deal overhang. With the Warner Bros. Discovery acquisition now behind it, management can refocus on the core business and deploy excess free cash flow toward AI investment and buybacks, including a new $25 billion authorization. The company continues to expand its mobile and content initiatives, while evaluating longer-term opportunities in advertising and AI-driven production tools. Over the long term, Netflix benefits from a recurring subscription model with low churn and demonstrated pricing power, supported by a broad and growing content library and meaningful global growth opportu
19 days ago
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its "Guinness Global Innovators Fund". You can download the letter here. The Guinness Global Innovators Fund focuses on investing in global companies that benefit from innovation in technology, communication, globalization, and management strategies. In the second quarter of 2026, the Guinness Global Innovators Fund returned 13.8% in GBP, compared with 13.0% for the MSCI World Index and 13.1% for the IA Global sector average. Easing Middle East tensions, falling oil prices, and renewed enthusiasm for artificial intelligence helped reverse much of the caution seen earlier in the year, with investors rotating back toward growth stocks and AI infrastructure beneficiaries. The Fund benefited from its overweight position in the Information Technology sector, while its overweight position in Communication Services detracted. Avoiding weaker Utilities, Materials, and Energy also supported relative performance. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, Guinness Global Innovators Fund highlighted Netflix, Inc. (NASDAQ:NFLX) noting it was one of the weaker performers during the quarter. Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Guinness Global Innovators Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX), the streaming giant, was one of the Fund's weaker performers over the quarter, following a harsh share price reaction to its last quarterly print. Shares sold off despite strong organic growth driven by strong membership numbers, higher pricing, and increased advertising revenue. There was also a boost to earnings per share from the termination fee related to Paramount's merger with Warner Bros, as Netflix had previously been in talks to acquire the latter's studio and streaming ****** ets. However, the market was disappointed by Netflix choosing to maintain guidance for 2026 despite the positive momentum seen in the first quarter. This was taken as a potential indicator of growth deceleration in future quarters, with some questioning whether Netflix can sustain pricing power given the increases it has already pushed through the subscriber base. The company also announced the departure of its Co-founder and Chairman Reed Hastings to focus on philanthropic and other pursuits. Netflix has since named its longstanding board member Jay Hoag as his successor, indicating there should be continuity in the firm's strategy. The bid for Warner Bros was a departure from Netflix's historic modus
In its second-quarter 2026 investor letter, Guinness Global Innovators Fund highlighted Netflix, Inc. (NASDAQ:NFLX) noting it was one of the weaker performers during the quarter. Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Guinness Global Innovators Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX), the streaming giant, was one of the Fund's weaker performers over the quarter, following a harsh share price reaction to its last quarterly print. Shares sold off despite strong organic growth driven by strong membership numbers, higher pricing, and increased advertising revenue. There was also a boost to earnings per share from the termination fee related to Paramount's merger with Warner Bros, as Netflix had previously been in talks to acquire the latter's studio and streaming ****** ets. However, the market was disappointed by Netflix choosing to maintain guidance for 2026 despite the positive momentum seen in the first quarter. This was taken as a potential indicator of growth deceleration in future quarters, with some questioning whether Netflix can sustain pricing power given the increases it has already pushed through the subscriber base. The company also announced the departure of its Co-founder and Chairman Reed Hastings to focus on philanthropic and other pursuits. Netflix has since named its longstanding board member Jay Hoag as his successor, indicating there should be continuity in the firm's strategy. The bid for Warner Bros was a departure from Netflix's historic modus
19 days ago
Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX), a leading subscription-based streaming entertainment platform, detracted from performance during the quarter. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Founded in 1997, Netflix, Inc. (NASDAQ:NFLX) is one of the world's leading internet entertainment platforms and a pioneer of subscription video on demand (SVOD), which it first launched in 2007. Today the company is a global leader with over 325 million paid subscribers, out of what we estimate is a total addressable market of one billion households outside of China, who access TV series, movies, mobile games, and other entertainment content across a wide variety of genres, languages, and devices. The company has subscribers in over 190 countries, with an estimated global audience approaching one billion, and generates almost 60% of its revenue from outside of North America.
We believe Netflix's strong and sustainable competitive advantages include its focus, scale, brand, and a large installed base of clients that are protected by high barriers to entry. As a pioneer in SVOD, Netflix has amassed a subscriber base that we estimate to represent just under 40% of all SVOD subscribers globally and approximately 50% of the industry revenue share of the leading global providers. We believe the company's strong brand is reflected in both its premium pricing versus peers and mid-single-digit growth in average revenue per user over the past five years. Over the past decade, Netflix has invested over $120 billion in content and amassed an estimated over 14,000 hours of original content, which is estimated to represent just under two times the next five largest streaming competitors combined. Of course, it is not just the quantity, but quality of the content that matters. Over this same period, Netflix received over 1000 E
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX), a leading subscription-based streaming entertainment platform, detracted from performance during the quarter. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Founded in 1997, Netflix, Inc. (NASDAQ:NFLX) is one of the world's leading internet entertainment platforms and a pioneer of subscription video on demand (SVOD), which it first launched in 2007. Today the company is a global leader with over 325 million paid subscribers, out of what we estimate is a total addressable market of one billion households outside of China, who access TV series, movies, mobile games, and other entertainment content across a wide variety of genres, languages, and devices. The company has subscribers in over 190 countries, with an estimated global audience approaching one billion, and generates almost 60% of its revenue from outside of North America.
We believe Netflix's strong and sustainable competitive advantages include its focus, scale, brand, and a large installed base of clients that are protected by high barriers to entry. As a pioneer in SVOD, Netflix has amassed a subscriber base that we estimate to represent just under 40% of all SVOD subscribers globally and approximately 50% of the industry revenue share of the leading global providers. We believe the company's strong brand is reflected in both its premium pricing versus peers and mid-single-digit growth in average revenue per user over the past five years. Over the past decade, Netflix has invested over $120 billion in content and amassed an estimated over 14,000 hours of original content, which is estimated to represent just under two times the next five largest streaming competitors combined. Of course, it is not just the quantity, but quality of the content that matters. Over this same period, Netflix received over 1000 E
19 days ago
The Baltimore Ravens already have enough established talent to construct one of the NFL's best secondaries. Chandler Rivers could be the player who raises the unit's ceiling even higher. Rivers is not expected to replace Marlon Humphrey, Nate Wiggins, Kyle Hamilton or Malaki Starks in the starting lineup. The fifth-round rookie can still become an important part of Baltimore's defense by providing dependable coverage when the Ravens use additional defensive backs.
According to Pro Football Hall of Fame International Ambassador Steve Flack, citing Pro Football Focus, Rivers has played 40 coverage snaps during the preseason. He has been targeted six times, allowing two receptions and a 42.4 passer rating.
The sample remains small, but the early efficiency as a pro is difficult to ignore.
CHANDLER RIVERS, Ravens DB
Through 2 Preseason Games, the rookie Rivers, has seen 40 coverage snaps, targeted 6 times, allowing 2 receptions and a 42.4 Passer Rating (Per PFF)#RavensFlock #Ravens #baltimore #NFL #NFL2026 #nflx #NFLNews #NFLKickoff #NFLFootball #NFLPreseason pic.twitter.com/XWLitPEQrU
Rivers has stayed connected to receivers through their routes, closed quickly at the catch point, and demonstrated the physicality required to finish plays and potentially carve out a role. He also allowed only six receiving yards on five targets during Baltimore's preseason victory over the Minnesota Vikings.
#Ravens #Football #rating
According to Pro Football Hall of Fame International Ambassador Steve Flack, citing Pro Football Focus, Rivers has played 40 coverage snaps during the preseason. He has been targeted six times, allowing two receptions and a 42.4 passer rating.
The sample remains small, but the early efficiency as a pro is difficult to ignore.
CHANDLER RIVERS, Ravens DB
Through 2 Preseason Games, the rookie Rivers, has seen 40 coverage snaps, targeted 6 times, allowing 2 receptions and a 42.4 Passer Rating (Per PFF)#RavensFlock #Ravens #baltimore #NFL #NFL2026 #nflx #NFLNews #NFLKickoff #NFLFootball #NFLPreseason pic.twitter.com/XWLitPEQrU
Rivers has stayed connected to receivers through their routes, closed quickly at the catch point, and demonstrated the physicality required to finish plays and potentially carve out a role. He also allowed only six receiving yards on five targets during Baltimore's preseason victory over the Minnesota Vikings.
#Ravens #Football #rating
20 days ago
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its "Guinness Global Innovators Fund". You can download the letter here. The Guinness Global Innovators Fund focuses on investing in global companies that benefit from innovation in technology, communication, globalization, and management strategies. In the second quarter of 2026, the Guinness Global Innovators Fund returned 13.8% in GBP, compared with 13.0% for the MSCI World Index and 13.1% for the IA Global sector average. Easing Middle East tensions, falling oil prices, and renewed enthusiasm for artificial intelligence helped reverse much of the caution seen earlier in the year, with investors rotating back toward growth stocks and AI infrastructure beneficiaries. The Fund benefited from its overweight position in Information Technology sector, while overweight position in Communication Services detracted. Avoiding weaker Utilities, Materials, and Energy also supported relative performance. The letter examines the five distinct market phases that shaped the first half, changing Federal Reserve policy expectations, surging hyperscaler and semiconductor capital expenditure, and record capital raising across the AI ecosystem. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, Guinness Global Innovators Fund highlighted Netflix, Inc. (NASDAQ:NFLX) noting it was one of the weaker performers during the quarter. Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Guinness Global Innovators Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX), the streaming giant, was one of the Fund's weaker performers over the quarter, following a harsh share price reaction to its last quarterly print. Shares sold off despite strong organic growth driven by strong membership numbers, higher pricing, and increased advertising revenue. There was also a boost to earnings per share from the termination fee related to Paramount's merger with Warner Bros, as Netflix had previously been in talks to acquire the latter's studio and streaming ******* ets. However, the market was disappointed by Netflix choosing to maintain guidance for 2026 despite the positive momentum seen in the first quarter. This was taken as a potential indicator of growth deceleration in future quarters, with some questioning whether Netflix can sustain pricing power given the increases it has already pushed through the subscriber base. The company also announced the departure of its Co-founder and Chairman Reed Hastings to focus on philanthropic and
In its second-quarter 2026 investor letter, Guinness Global Innovators Fund highlighted Netflix, Inc. (NASDAQ:NFLX) noting it was one of the weaker performers during the quarter. Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Guinness Global Innovators Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX), the streaming giant, was one of the Fund's weaker performers over the quarter, following a harsh share price reaction to its last quarterly print. Shares sold off despite strong organic growth driven by strong membership numbers, higher pricing, and increased advertising revenue. There was also a boost to earnings per share from the termination fee related to Paramount's merger with Warner Bros, as Netflix had previously been in talks to acquire the latter's studio and streaming ******* ets. However, the market was disappointed by Netflix choosing to maintain guidance for 2026 despite the positive momentum seen in the first quarter. This was taken as a potential indicator of growth deceleration in future quarters, with some questioning whether Netflix can sustain pricing power given the increases it has already pushed through the subscriber base. The company also announced the departure of its Co-founder and Chairman Reed Hastings to focus on philanthropic and
20 days ago
Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX), a leading subscription-based streaming entertainment platform, detracted from performance during the quarter. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Founded in 1997, Netflix, Inc. (NASDAQ:NFLX) is one of the world's leading internet entertainment platforms and a pioneer of subscription video on demand (SVOD), which it first launched in 2007. Today the company is a global leader with over 325 million paid subscribers, out of what we estimate is a total addressable market of one billion households outside of China, who access TV series, movies, mobile games, and other entertainment content across a wide variety of genres, languages, and devices. The company has subscribers in over 190 countries, with an estimated global audience approaching one billion, and generates almost 60% of its revenue from outside of North America.
We believe Netflix's strong and sustainable competitive advantages include its focus, scale, brand, and a large installed base of clients that are protected by high barriers to entry. As a pioneer in SVOD, Netflix has amassed a subscriber base that we estimate to represent just under 40% of all SVOD subscribers globally and approximately 50% of the industry revenue share of the leading global providers. We believe the company's strong brand is reflected in both its premium pricing versus peers and mid-single-digit growth in average revenue per user over the past five years. Over the past decade, Netflix has invested over $120 billion in content and amassed an estimated over 14,000 hours of original content, which is estimated to represent just under two times the next five largest streaming competitors combined. Of course, it is not just the quantity, but quality of the content that matters. Over this same period, Netflix received over 1000 E
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX), a leading subscription-based streaming entertainment platform, detracted from performance during the quarter. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Founded in 1997, Netflix, Inc. (NASDAQ:NFLX) is one of the world's leading internet entertainment platforms and a pioneer of subscription video on demand (SVOD), which it first launched in 2007. Today the company is a global leader with over 325 million paid subscribers, out of what we estimate is a total addressable market of one billion households outside of China, who access TV series, movies, mobile games, and other entertainment content across a wide variety of genres, languages, and devices. The company has subscribers in over 190 countries, with an estimated global audience approaching one billion, and generates almost 60% of its revenue from outside of North America.
We believe Netflix's strong and sustainable competitive advantages include its focus, scale, brand, and a large installed base of clients that are protected by high barriers to entry. As a pioneer in SVOD, Netflix has amassed a subscriber base that we estimate to represent just under 40% of all SVOD subscribers globally and approximately 50% of the industry revenue share of the leading global providers. We believe the company's strong brand is reflected in both its premium pricing versus peers and mid-single-digit growth in average revenue per user over the past five years. Over the past decade, Netflix has invested over $120 billion in content and amassed an estimated over 14,000 hours of original content, which is estimated to represent just under two times the next five largest streaming competitors combined. Of course, it is not just the quantity, but quality of the content that matters. Over this same period, Netflix received over 1000 E
27 days ago
Netflix (NFLX) shares closed 5.4% higher on Aug. 13 after Bill Ackman's Pershing Square Holdings (PSHZF) disclosed a new stake in the streaming giant. The move added a vote of confidence at a time when NFLX stock is trading well below its peak.
The investment case is straightforward: Netflix has experienced a sharp valuation reset, but its underlying growth and profitability outlook remain strong.
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#netflix #strong #holdings
The investment case is straightforward: Netflix has experienced a sharp valuation reset, but its underlying growth and profitability outlook remain strong.
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#netflix #strong #holdings
30 days ago
When Netflix (NASDAQ: NFLX) reported earnings last month, investors weren't impressed. They dumped the stock, which was already struggling, causing it to hit a new 52-week low of $65.08. It seemed as though the company, despite its solid growth over the years, could do nothing to convince investors that it was worth investing in. Its tailspin seemed endless.
But with beaten-down stocks, at some point, they become too cheap to pass up. Investors load up on them at discounted prices, which can create a snowball effect, driving their share prices higher, leading to a rally. That appears to be happening with Netflix of late, as on Thursday, it was trading at around $77 -- which is 18% higher than the low it reached in July.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Can the streaming stock still be a good buy right now? Let's find out.
When a company reports earnings that don't meet expectations, the market tends to act quickly. Sell first, think and **** yze later. When Netflix reported its second-quarter earnings on July 16, that may have been what happened. The company delivered a beat on the bottom line but slightly missed on revenue.
#signal
But with beaten-down stocks, at some point, they become too cheap to pass up. Investors load up on them at discounted prices, which can create a snowball effect, driving their share prices higher, leading to a rally. That appears to be happening with Netflix of late, as on Thursday, it was trading at around $77 -- which is 18% higher than the low it reached in July.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Can the streaming stock still be a good buy right now? Let's find out.
When a company reports earnings that don't meet expectations, the market tends to act quickly. Sell first, think and **** yze later. When Netflix reported its second-quarter earnings on July 16, that may have been what happened. The company delivered a beat on the bottom line but slightly missed on revenue.
#signal
1 month ago
Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The portfolio benefited from strong gains across memory, software infrastructure, cybersecurity, and other AI-related holdings, although its concentrated exposure to mega-cap chip designers and manufacturers weighed on relative performance as leadership broadened into CPUs, networking, and memory. Vertical software, internet, and financial holdings were modest detractors amid macro concerns and uncertainty over AI disruption. The fund remains focused on critical AI bottlenecks, including compute, memory, manufacturing, networking, and power, while retaining selected businesses that may use AI to strengthen their competitive positions. You can check the fund's top five holdings to learn more about its leading investment ideas for the year.
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On August 7, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $74.14 per share. One-month return of Netflix, Inc. (NASDAQ:NFLX) was 0.42% and its shares lost 39.15% over the past 52 weeks. Netflix, Inc. (NASDAQ:NFLX) has a market capitalization of $308.71 billion.
Sands Capital Technology Innovators Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX) remains a uniquely scaled premium video platform, with meaningful advertising potential and subscription pricing power. However, we believe AI enabled short-form video could become an increasingly strong competitor for consumer engagement over time, creating greater uncertainty around Netflix's terminal value."
Netflix, Inc. (NASDAQ:NFLX) ranks 13 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 144 hedge fund portfolios held Netflix, Inc. (NASDAQ:NFLX) at the end of the first quarter, compared to 146 in the previous quarter. While we acknowledge the potential of Netflix, Inc. (NASDAQ:NFLX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#NASDAQ #fund #letter
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On August 7, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $74.14 per share. One-month return of Netflix, Inc. (NASDAQ:NFLX) was 0.42% and its shares lost 39.15% over the past 52 weeks. Netflix, Inc. (NASDAQ:NFLX) has a market capitalization of $308.71 billion.
Sands Capital Technology Innovators Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX) remains a uniquely scaled premium video platform, with meaningful advertising potential and subscription pricing power. However, we believe AI enabled short-form video could become an increasingly strong competitor for consumer engagement over time, creating greater uncertainty around Netflix's terminal value."
Netflix, Inc. (NASDAQ:NFLX) ranks 13 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 144 hedge fund portfolios held Netflix, Inc. (NASDAQ:NFLX) at the end of the first quarter, compared to 146 in the previous quarter. While we acknowledge the potential of Netflix, Inc. (NASDAQ:NFLX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#NASDAQ #fund #letter
1 month ago
Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The portfolio benefited from strong gains across memory, software infrastructure, cybersecurity, and other AI-related holdings, although its concentrated exposure to mega-cap chip designers and manufacturers weighed on relative performance as leadership broadened into CPUs, networking, and memory. Vertical software, internet, and financial holdings were modest detractors amid macro concerns and uncertainty over AI disruption. The fund remains focused on critical AI bottlenecks, including compute, memory, manufacturing, networking, and power, while retaining selected businesses that may use AI to strengthen their competitive positions. You can check the fund's top five holdings to learn more about its leading investment ideas for the year.
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On August 7, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $74.14 per share. One-month return of Netflix, Inc. (NASDAQ:NFLX) was 0.42% and its shares lost 39.15% over the past 52 weeks. Netflix, Inc. (NASDAQ:NFLX) has a market capitalization of $308.71 billion.
Sands Capital Technology Innovators Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX) remains a uniquely scaled premium video platform, with meaningful advertising potential and subscription pricing power. However, we believe AI enabled short-form video could become an increasingly strong competitor for consumer engagement over time, creating greater uncertainty around Netflix's terminal value."
Netflix, Inc. (NASDAQ:NFLX) ranks 13 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 144 hedge fund portfolios held Netflix, Inc. (NASDAQ:NFLX) at the end of the first quarter, compared to 146 in the previous quarter. While we acknowledge the potential of Netflix, Inc. (NASDAQ:NFLX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#netflix #nflx #sands #innovators
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On August 7, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $74.14 per share. One-month return of Netflix, Inc. (NASDAQ:NFLX) was 0.42% and its shares lost 39.15% over the past 52 weeks. Netflix, Inc. (NASDAQ:NFLX) has a market capitalization of $308.71 billion.
Sands Capital Technology Innovators Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX) remains a uniquely scaled premium video platform, with meaningful advertising potential and subscription pricing power. However, we believe AI enabled short-form video could become an increasingly strong competitor for consumer engagement over time, creating greater uncertainty around Netflix's terminal value."
Netflix, Inc. (NASDAQ:NFLX) ranks 13 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 144 hedge fund portfolios held Netflix, Inc. (NASDAQ:NFLX) at the end of the first quarter, compared to 146 in the previous quarter. While we acknowledge the potential of Netflix, Inc. (NASDAQ:NFLX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#netflix #nflx #sands #innovators
2 months ago
Things have gone from bad to worse for Netflix (NFLX) stock over the last year. NFLX stock fell sharply on July 17 after markets gave a thumbs down to the company's second-quarter report. While earnings were broadly in line with estimates, Netflix's Q3 guidance spooked markets.
Notably, NFLX stock also plunged following the Q1 confessional earlier this year for pretty much the same reasons. That quarter, earnings easily beat estimates, but management still did not raise the annual guidance, which was seen as a sign of a slowdown in the coming quarters. In the Q2 release, management narrowed its annual revenue guidance to a range of $51 billion to $51.4 billion, increasing the lower end by $300 million while also cutting the top end of the range by a similar amount. Netflix's Q3 revenue guidance of $12.86 billion also fell short of Street estimates.
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#nflx
Notably, NFLX stock also plunged following the Q1 confessional earlier this year for pretty much the same reasons. That quarter, earnings easily beat estimates, but management still did not raise the annual guidance, which was seen as a sign of a slowdown in the coming quarters. In the Q2 release, management narrowed its annual revenue guidance to a range of $51 billion to $51.4 billion, increasing the lower end by $300 million while also cutting the top end of the range by a similar amount. Netflix's Q3 revenue guidance of $12.86 billion also fell short of Street estimates.
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Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
#nflx
2 months ago
As the Iran war enters another volatile phase, Newmont (NEM) seemingly makes for a great contrarian trade. Sure, NEM stock is currently sitting on an 88% Strong Sell rating by the Barchart Technical Opinion indicator. However, it's possible that the escalation of hostilities could provide a temporary boost to the share price. Also, because NEM is down nearly 12% in the trailing month, it may be a positive mean-reversion candidate.
Another wrinkle to support the short-term bull case is Newmont's upcoming second-quarter earnings report. On July 23 after the market close, the gold miner is scheduled to release its financial results, with ***** ysts calling for earnings per share of $2.18 on revenue of $6.38 billion. Given the fact that Newmont has enjoyed generally strong results in recent quarters, another beat wouldn't be out of the question.
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#newmont #strong #short
Another wrinkle to support the short-term bull case is Newmont's upcoming second-quarter earnings report. On July 23 after the market close, the gold miner is scheduled to release its financial results, with ***** ysts calling for earnings per share of $2.18 on revenue of $6.38 billion. Given the fact that Newmont has enjoyed generally strong results in recent quarters, another beat wouldn't be out of the question.
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#newmont #strong #short
2 months ago
Intel Corp. (INTC) is set to release earnings on Thursday, July 23, after the market close. But investors are nervous. As a result, INTC is way off its highs, and put option premiums are high. Short-sellers can make a one-month 4.5% yield at an INTC put strike price that is 15% lower.
INTC closed at $95.04, down 2.0% on Friday, July 17. It's down from $139.53 on June 30 (-31.9%) and $140.94 on June 22 (-32.6%) in the past two weeks.
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#earnings #option
INTC closed at $95.04, down 2.0% on Friday, July 17. It's down from $139.53 on June 30 (-31.9%) and $140.94 on June 22 (-32.6%) in the past two weeks.
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#earnings #option
2 months ago
Every movie you have ever loved has lied to you.
The city skyline was a matte painting. The shark was rubber and it barely worked. The crowd of 40,000 was 400 extras and a lot of patient duplication. Audiences have never actually wanted the truth from a screen. We want the trick to hold.
Hollywood has always been comfortable with that bargain. What it has never been comfortable with is a change in who performs the trick.
That is the fight that shut the industry down in 2023, and it is the fight that has kept studios careful about how they discuss artificial intelligence (AI) ever since. Everyone has been running pilots. Almost **** ody has been willing to say how many. The safe play was to call it experimentation, name a single project, and move on before anyone asked a follow-up question.
Netflix (NFLX) just stopped playing it safe.
The city skyline was a matte painting. The shark was rubber and it barely worked. The crowd of 40,000 was 400 extras and a lot of patient duplication. Audiences have never actually wanted the truth from a screen. We want the trick to hold.
Hollywood has always been comfortable with that bargain. What it has never been comfortable with is a change in who performs the trick.
That is the fight that shut the industry down in 2023, and it is the fight that has kept studios careful about how they discuss artificial intelligence (AI) ever since. Everyone has been running pilots. Almost **** ody has been willing to say how many. The safe play was to call it experimentation, name a single project, and move on before anyone asked a follow-up question.
Netflix (NFLX) just stopped playing it safe.
2 months ago
Netflix Inc (NFLX) stock closed down over 7% on Friday after Thursday's Q2 earnings release. Netflix projected lower Q3 revenue growth than in Q2 but maintained its 2026 projection. Netflix's operating margins were lower YoY but higher than last quarter and its own projections. Much of the bad news is already in NFLX stock. Is it too cheap here?
There were plenty of reasons for the market to be negative on NFLX, which closed at a new 6-month low of $68.95 on Friday, July 17. That's down from its 3-month peak of $107.79 on April 16 and even lower than a recent June 25 trough price ($70.90).
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There were plenty of reasons for the market to be negative on NFLX, which closed at a new 6-month low of $68.95 on Friday, July 17. That's down from its 3-month peak of $107.79 on April 16 and even lower than a recent June 25 trough price ($70.90).
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2 months ago
Netflix (NFLX) is still growing. Investors just stopped paying a tech price for it.
Shares of the streaming giant sank Friday after its third quarter revenue forecast came in below expectations, extending a slide that has cut the stock nearly in half since last summer.
The business did not collapse. The valuation did.
Netflix's price-to-earnings (P/E) ratio once topped 70 times expected profits and still stood near 45 times a year ago. It has since fallen to 18.5 times. That drop has pushed the streamer below both the technology and communication services sectors.
A price-to-earnings ratio shows how much investors are willing to pay for each dollar of expected profit.
Shares of the streaming giant sank Friday after its third quarter revenue forecast came in below expectations, extending a slide that has cut the stock nearly in half since last summer.
The business did not collapse. The valuation did.
Netflix's price-to-earnings (P/E) ratio once topped 70 times expected profits and still stood near 45 times a year ago. It has since fallen to 18.5 times. That drop has pushed the streamer below both the technology and communication services sectors.
A price-to-earnings ratio shows how much investors are willing to pay for each dollar of expected profit.
2 months ago
Interested in Netflix, Inc.? Here are five stocks we like better.
Netflix reported slightly better-than-expected earnings per share, but revenue came in just below Wall Street's estimate.
The company narrowed its full-year revenue forecast and guided for third-quarter growth below ****** yst expectations.
Netflix will move its What We Watched report to an annual cadence, adding to investor scrutiny around engagement.
Netflix Inc. (NASDAQ: NFLX) has been one of the weakest large-cap media and technology stocks over the past year, with shares still sharply lower in 2026 heading into its Q2 earnings report. Investors who hoped the report would reverse that trend may have to wait. NFLX sold off after delivering a mixed report.
Netflix reported slightly better-than-expected earnings per share, but revenue came in just below Wall Street's estimate.
The company narrowed its full-year revenue forecast and guided for third-quarter growth below ****** yst expectations.
Netflix will move its What We Watched report to an annual cadence, adding to investor scrutiny around engagement.
Netflix Inc. (NASDAQ: NFLX) has been one of the weakest large-cap media and technology stocks over the past year, with shares still sharply lower in 2026 heading into its Q2 earnings report. Investors who hoped the report would reverse that trend may have to wait. NFLX sold off after delivering a mixed report.
2 months ago
Netflix Inc (NFLX) stock closed down over 7% on Friday after Thursday's Q2 earnings release. Netflix projected lower Q3 revenue growth than in Q2 but maintained its 2026 projection. Netflix's operating margins were lower YoY but higher than last quarter and its own projections. Much of the bad news is already in NFLX stock. Is it too cheap here?
There were plenty of reasons for the market to be negative on NFLX, which closed at a new 6-month low of $68.95 on Friday, July 17. That's down from its 3-month peak of $107.79 on April 16 and even lower than a recent June 25 trough price ($70.90).
Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market ******* ysis you won't find anywhere else.
For example, free cash flow (FCF) was lower (see the table below from the Shareholder Letter), mainly due to extra payments from its withdrawn Warner Bros. Discovery (WBD) bid.
It came in at just $1.525 billion, 33% below last year's $2.267 billion and last quarter's adjusted FCF of $2.294 billion (i.e., after deducting a one-time $2.8 billion bid termination fee).
There were plenty of reasons for the market to be negative on NFLX, which closed at a new 6-month low of $68.95 on Friday, July 17. That's down from its 3-month peak of $107.79 on April 16 and even lower than a recent June 25 trough price ($70.90).
Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market ******* ysis you won't find anywhere else.
For example, free cash flow (FCF) was lower (see the table below from the Shareholder Letter), mainly due to extra payments from its withdrawn Warner Bros. Discovery (WBD) bid.
It came in at just $1.525 billion, 33% below last year's $2.267 billion and last quarter's adjusted FCF of $2.294 billion (i.e., after deducting a one-time $2.8 billion bid termination fee).
2 months ago
Second quarter earnings continued to roll in, with leading chipmaker Taiwan Semiconductor (TSM) reporting strong results that pointed to robust AI demand. UnitedHealth Group (UNH), GE Aerospace (GE), and Netflix (NFLX) also report on Thursday, rounding out the earnings mix.
The week started with a wave of bank earnings that showed broad-based strength, driven by Wall Street trading activity. "It's getting close to as good as it gets," JPMorgan (JPM) CEO Jamie Dimon said about current banking conditions after the country's largest bank reported its biggest quarterly profit on record on Tuesday.
It was a good start to what's expected to be a strong earnings season for the S&P 500 (^GSPC). According to FactSet data, **** ysts estimate the year-over-year S&P 500 earnings growth rate for the second quarter will be 23.3% — above the five-year average of 16.4% and the 10-year average of 10.3%.
If that holds, it will mark the second consecutive earnings growth rate above 20% for the index and the seventh straight quarter of double-digit growth.
Also reporting earnings this week were ASML Holding N.V. (ASML), Morgan Stanley (MS), BlackRock (BLK), Johnson & Johnson (JNJ), and United Airlines Holdings (UAL).
The week started with a wave of bank earnings that showed broad-based strength, driven by Wall Street trading activity. "It's getting close to as good as it gets," JPMorgan (JPM) CEO Jamie Dimon said about current banking conditions after the country's largest bank reported its biggest quarterly profit on record on Tuesday.
It was a good start to what's expected to be a strong earnings season for the S&P 500 (^GSPC). According to FactSet data, **** ysts estimate the year-over-year S&P 500 earnings growth rate for the second quarter will be 23.3% — above the five-year average of 16.4% and the 10-year average of 10.3%.
If that holds, it will mark the second consecutive earnings growth rate above 20% for the index and the seventh straight quarter of double-digit growth.
Also reporting earnings this week were ASML Holding N.V. (ASML), Morgan Stanley (MS), BlackRock (BLK), Johnson & Johnson (JNJ), and United Airlines Holdings (UAL).
2 months ago
US stocks tumbled on Thursday as investors took stock of the AI boom and key earnings reports, while an escalation in the US-Iran war continued to weigh.
The Dow Jones Industrial Average (^DJI) reversed gains, falling 0.2%, while the S&P 500 (^GSPC) lost 0.5%. The Nasdaq Composite (^IXIC) declined by 1.5% as chip stocks came under pressure for a second day.
Shares of Alphabet (GOOG, GOOGL) sank more than 4% after Bloomberg reported the tech giant was behind schedule on the delivery of Gemini 3.5 Pro, its most powerful AI model.
Semiconductor stocks continued to slide after Taiwan Semiconductor Manufacturing Company's (TSM) robust earnings failed to impress markets, which have cycled through risk-on and risk-off sentiment amid investor scrutiny of high valuations. AI memory stocks, including SanDisk (SNDK) and Western Digital Corporation (WDC), were among the hardest hit.
In other earnings updates, UnitedHealth Group (UNH) reported a Q2 earnings beat before the bell, as did GE Aerospace (GE), while Netflix's (NFLX) second quarter report highlights the earnings calendar after the close.
The Dow Jones Industrial Average (^DJI) reversed gains, falling 0.2%, while the S&P 500 (^GSPC) lost 0.5%. The Nasdaq Composite (^IXIC) declined by 1.5% as chip stocks came under pressure for a second day.
Shares of Alphabet (GOOG, GOOGL) sank more than 4% after Bloomberg reported the tech giant was behind schedule on the delivery of Gemini 3.5 Pro, its most powerful AI model.
Semiconductor stocks continued to slide after Taiwan Semiconductor Manufacturing Company's (TSM) robust earnings failed to impress markets, which have cycled through risk-on and risk-off sentiment amid investor scrutiny of high valuations. AI memory stocks, including SanDisk (SNDK) and Western Digital Corporation (WDC), were among the hardest hit.
In other earnings updates, UnitedHealth Group (UNH) reported a Q2 earnings beat before the bell, as did GE Aerospace (GE), while Netflix's (NFLX) second quarter report highlights the earnings calendar after the close.
2 months ago
Wall Street's patience with Netflix (NFLX) appears to be wearing thin.
Netflix shares plunged into the red at the opening bell on Friday as Wall Street digested a lackluster second quarter earnings report. The streaming giant's third-quarter revenue outlook missed expectations, and management offered little to reassure investors about slowing growth and engagement trends.
Analysts said the earnings report did little to ease concerns over Netflix's growth.
"At the moment, it's in no man's land," Bank of America Global Securities senior media ******* yst Jessica Reif Ehrlich told Yahoo Finance, of the company. "There's just not enough here to move the stock in any direction. There was nothing for the bulls, but there was certainly something for the bears."
One possible catalyst for the stock is an acquisition, Ehrlich told Yahoo Finance. Netflix walked away from a bidding war with Paramount Skydance (PSKY) over Warner Bros. Discovery in February. Investors could perceive a new deal that brings fresh IP through the door as a strong move for the streamer.
Netflix shares plunged into the red at the opening bell on Friday as Wall Street digested a lackluster second quarter earnings report. The streaming giant's third-quarter revenue outlook missed expectations, and management offered little to reassure investors about slowing growth and engagement trends.
Analysts said the earnings report did little to ease concerns over Netflix's growth.
"At the moment, it's in no man's land," Bank of America Global Securities senior media ******* yst Jessica Reif Ehrlich told Yahoo Finance, of the company. "There's just not enough here to move the stock in any direction. There was nothing for the bulls, but there was certainly something for the bears."
One possible catalyst for the stock is an acquisition, Ehrlich told Yahoo Finance. Netflix walked away from a bidding war with Paramount Skydance (PSKY) over Warner Bros. Discovery in February. Investors could perceive a new deal that brings fresh IP through the door as a strong move for the streamer.
2 months ago
US stocks declined on Friday, putting the major indexes on track for weekly losses, as the semiconductor sector continued to drag markets lower.
The Dow Jones Industrial Average (^DJI) dropped 1%, while the S&P 500 (^GSPC) fell roughly 0.8%. The Nasdaq Composite (^IXIC) shed around 1.6% following a downbeat day on Wall Street and the release of the world's most powerful open AI model.
Chip stocks, as tracked by the PHLX Semiconductor Index (^SOX), tumbled over 3% on Friday, entering a bear market after Asian stocks fell, with ****** an's Nikkei 225 (^N225) falling 4%.
The market's tech-driven rally from March lows has stalled as investors reassessed companies' spending on artificial intelligence, clouding optimism for the AI trade. Adding to AI jitters on Friday, Chinese AI startup Moonshot on Friday unveiled Kimi K3, a powerful open AI model that it says is the world's largest, rivaling Anthropic's frontier Fable model.
Netflix stock (NFLX), meanwhile, declined by 12% in the first minutes of trading after the company's third quarter revenue forecast disappointed the Street as the streaming giant battles a "dynamic and competitive" entertainment landscape.
The Dow Jones Industrial Average (^DJI) dropped 1%, while the S&P 500 (^GSPC) fell roughly 0.8%. The Nasdaq Composite (^IXIC) shed around 1.6% following a downbeat day on Wall Street and the release of the world's most powerful open AI model.
Chip stocks, as tracked by the PHLX Semiconductor Index (^SOX), tumbled over 3% on Friday, entering a bear market after Asian stocks fell, with ****** an's Nikkei 225 (^N225) falling 4%.
The market's tech-driven rally from March lows has stalled as investors reassessed companies' spending on artificial intelligence, clouding optimism for the AI trade. Adding to AI jitters on Friday, Chinese AI startup Moonshot on Friday unveiled Kimi K3, a powerful open AI model that it says is the world's largest, rivaling Anthropic's frontier Fable model.
Netflix stock (NFLX), meanwhile, declined by 12% in the first minutes of trading after the company's third quarter revenue forecast disappointed the Street as the streaming giant battles a "dynamic and competitive" entertainment landscape.
2 months ago
Two-day chart shows the Nasdaq led major indexes lower Friday.
Stocks were headed for a losing week Friday amid disheartening earnings from Netflix (NFLX) and the latest updates from the housing sector. ****** e Exploration Technologies (SPCX), known as ****** eX, was an early loser on the stock market today after a canceled test flight while Intuitive Surgical (ISRG) tumbled as a key metric disappointed investors.
The Dow Jones Industrial Average was flat as the S&P 500 fell 0.6%. The tech-heavy Nasdaq faced the brunt of a sell-off in tech and sank 1.2% in morning trading.
West Texas intermediate crude oil futures climbed to around $81.80 per barrel. The 10-year Treasury yield was down at 4.52%. Meanwhile, bitcoin fell near $63,300.
News from the housing front was mixed with housing starts beating economist expectations for June, yet the number of building permits issued missed forecasts.
Stocks were headed for a losing week Friday amid disheartening earnings from Netflix (NFLX) and the latest updates from the housing sector. ****** e Exploration Technologies (SPCX), known as ****** eX, was an early loser on the stock market today after a canceled test flight while Intuitive Surgical (ISRG) tumbled as a key metric disappointed investors.
The Dow Jones Industrial Average was flat as the S&P 500 fell 0.6%. The tech-heavy Nasdaq faced the brunt of a sell-off in tech and sank 1.2% in morning trading.
West Texas intermediate crude oil futures climbed to around $81.80 per barrel. The 10-year Treasury yield was down at 4.52%. Meanwhile, bitcoin fell near $63,300.
News from the housing front was mixed with housing starts beating economist expectations for June, yet the number of building permits issued missed forecasts.
