Netflix, Inc. (NFLX) research: valuation against peers, fundamentals over time, risk and news coverage
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Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.
- BREAKING STORYBULLISHWarner Bros. Discovery, Paramount Skydance Jump on Merger Settlement Talk
Warner Bros. Discovery rose 7% and Paramount Skydance climbed 5% in the September 21 session after reports said talks to settle antitrust concerns over their proposed tie-up are progressing.
- MARKET REPORTNEUTRALDefensive Compounders Reassert Leadership as Growth Names Fracture
Dividend aristocrats are outperforming mega-cap growth in a year defined by sharp single-name drawdowns. Netflix is down almost 40%, The Trade Desk has crashed, and value-oriented names across consumer, chemicals and energy infrastructure are drawing renewed institutional attention.
- SPECIAL REPORTNEUTRALInsider Selling Wave Sweeps US Corporates, But the Filings Tell a Quieter Story
Two dozen insider transactions crossed the wire in 24 hours, dominated by mechanical, non-discretionary sales; two notable buys at NVR and Blackstone Mortgage Trust stand out as genuine signal.
- SPECIAL REPORTBEARISHActive Management Verdict: Only 13% of US Large-Cap Funds Beat Benchmarks Over a Decade
Just 13% of US large-cap stock-picking funds outperformed their benchmarks over the past ten years, according to the latest scorecard data. The result intensifies the secular flow shift toward passive vehicles and sharpens scrutiny of expense ratios across the fund complex.
- SPECIAL REPORTBULLISHAI Disintermediation Debate Reprices Data and Platform Franchises
Research flow is coalescing around a single strategic question: does generative AI disintermediate incumbent data and content platforms, or does proprietary distribution and regulated infrastructure make them the primary beneficiaries? Current valuations for S&P Global and Netflix suggest the market is pricing the bear case.
Every figure on this page is fetched and computed in your browser from free public sources — end-of-day prices and reported financials from Yahoo Finance's open endpoints, and our own archive for the coverage panel. Fundamental history on the free tier runs about four fiscal years and five quarters. Data is best-effort and unaudited; this is market research, not investment advice.
Guides conservatively — has come in above its own forecast in 15 of 20 forecasts.
n = 20 resolved forecasts · Q3 FY2022 to Q1 FY2026 · 7 still outstanding
Next report expected 15 Oct 2026 (Q2 FY2026) — Estimated one quarter on from the FY2026Q1 release of 2026-04-16. source
| Period | Measure | Guided | Issued | Reported | Landed | Deviation | Verdict | Sources |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | EPS | $0.78 | 2026-04-16 | — | — | — | PENDING | guidance |
| “Diluted EPS $ 0.66 $ 0.72 $ 0.59 $ 0.56 $ 1.23 $ 0.78” | ||||||||
| Q2 FY2026 | Revenue | $12.6bn | 2026-04-16 | — | — | — | PENDING | guidance |
| “Revenue $ 10,543 $ 11,079 $ 11,510 $ 12,051 $ 12,250 $ 12,574” | ||||||||
| Q1 FY2026 | EPS | $0.76 | 2026-01-20 | $1.23 | +60.5% | ABOVE | guidance · result | |
| “Diluted EPS $ 0.43 $ 0.66 $ 0.72 $ 0.59 $ 0.56 $ 0.76” | ||||||||
| Q1 FY2026 | Revenue | $12.2bn | 2026-01-20 | $12.3bn | +0.3% | ABOVE | guidance · result | |
| “Revenue $ 10,247 $ 10,543 $ 11,079 $ 11,510 $ 12,051 $ 12,157” | ||||||||
| FY 2026revised | Revenue | $50.70–$51.70bn | 2026-04-16 | — | — | — | PENDING | guidance |
| “we forecast 2026 revenue of $50.7B-$51.7B, which represents 12%-14% growth (11%-13% F/X neutral), driven by continued healthy membership growth, pricing and a projected rough doubling of our ads revenue.” | ||||||||
| FY 2026 | Revenue | $50.70–$51.70bn | 2026-01-20 | — | — | — | PENDING | guidance |
| “For 2026, based on F/X rates as of 1/1/2026, we forecast revenue of $50.7B-$51.7B.” | ||||||||
| Q4 FY2025 | EPS | $5.45 | 2025-10-21 | $0.56 | −88.7% | BELOW | guidance · result | |
| “Diluted EPS $ 5.40 $ 4.27 $ 6.61 $ 7.19 $ 5.87 $ 5.45” | ||||||||
| Q4 FY2025 | Revenue | $12.0bn | 2025-10-21 | $12.1bn | +0.3% | ABOVE | guidance · result | |
| “Revenue $ 9,825 $ 10,247 $ 10,543 $ 11,079 $ 11,510 $ 11,960” | ||||||||
| FY 2025revised | Revenue | $45.1bn | 2025-10-21 | — | — | — | PENDING | guidance |
| “This means that for the full year 2025, we expect $45.1B in revenue (16% growth, 17% on an F/X neutral basis), in-line with our prior expectations for 15%-16% revenue growth (16%-17% on a F/X neutral basis).” | ||||||||
| FY 2025 | Revenue | $43.00–$44.00bn | 2024-10-17 | — | — | — | PENDING | guidance |
| “For 2025, based on F/X rates as of 9/30/24, we forecast revenue of $43B-$44B, which would represent growth of 11%-13% off of our 2024 revenue guidance of $38.9B.” | ||||||||
| Q4 FY2024 | EPS | $4.23 | 2024-10-17 | — | — | — | PENDING | guidance |
| “Diluted EPS $ 3.73 $ 2.11 $ 5.28 $ 4.88 $ 5.40 $ 4.23” | ||||||||
| Q4 FY2024 | Revenue | $10.1bn | 2024-10-17 | — | — | — | PENDING | guidance |
| “Revenue $ 8,542 $ 8,833 $ 9,370 $ 9,559 $ 9,825 $ 10,128” | ||||||||
| Q3 FY2024 | EPS | $5.10 | 2024-07-18 | $5.40 | +4.9% | ABOVE | guidance · result | |
| “Diluted EPS $ 3.29 $ 3.73 $ 2.11 $ 5.28 $ 4.88 $ 5.10” | ||||||||
| Q3 FY2024 | Revenue | $9.73bn | 2024-07-18 | $9.82bn | +0.5% | ABOVE | guidance · result | |
| “Revenue $ 8,187 $ 8,542 $ 8,833 $ 9,370 $ 9,559 $ 9,727” | ||||||||
| Q2 FY2024 | EPS | $4.68 | 2024-04-18 | $4.88 | +3.3% | ABOVE | guidance · result | |
| “Diluted EPS $ 2.88 $ 3.29 $ 3.73 $ 2.11 $ 5.28 $ 4.68” | ||||||||
| Q2 FY2024 | Revenue | $9.49bn | 2024-04-18 | $9.56bn | +0.2% | ABOVE | guidance · result | |
| “Revenue $ 8,162 $ 8,187 $ 8,542 $ 8,833 $ 9,370 $ 9,491” | ||||||||
| Q1 FY2024 | EPS | $4.49 | 2024-01-23 | $5.28 | +16.6% | ABOVE | guidance · result | |
| “Diluted EPS $ 0.12 $ 2.88 $ 3.29 $ 3.73 $ 2.11 $ 4.49” | ||||||||
| Q1 FY2024 | Revenue | $9.24bn | 2024-01-23 | $9.37bn | +0.9% | ABOVE | guidance · result | |
| “Revenue $ 7,852 $ 8,162 $ 8,187 $ 8,542 $ 8,833 $ 9,240” | ||||||||
| FY 2024 | Revenue | $38.9bn | 2024-10-17 | — | — | — | PENDING | guidance |
| “which would represent growth of 11%-13% off of our 2024 revenue guidance of $38.9B.” | ||||||||
| Q4 FY2023 | Revenue | $8.70bn | 2023-10-18 | $8.83bn | +1.0% | ABOVE | guidance · result | |
| “We forecast Q4’23 revenue of $8.7B, up 11% year-over-year, or 12% on an F/X neutral basis.” | ||||||||
| Q3 FY2023 | Revenue | $8.52bn | 2023-07-19 | $8.54bn | 0.0% | IN LINE | guidance · result | |
| “For Q3, we forecast revenue of $8.5B, up 7% year over year on both a reported and F/X neutral basis, a slight acceleration from our Q2’23 F/X neutral revenue growth rate of 6%.” | ||||||||
| Q2 FY2023 | EPS | $2.84 | 2023-04-18 | $3.29 | +14.8% | ABOVE | guidance · result | |
| “Diluted EPS $ 3.53 $ 3.20 $ 3.10 $ 0.12 $ 2.88 $ 2.84” | ||||||||
| Q2 FY2023 | Revenue | $8.20bn | 2023-04-18 | $8.19bn | 0.0% | IN LINE | guidance · result | |
| “For Q2’23, we forecast revenue of $8.2B, up 3% year over year, or 6% growth on an F/X neutral basis.” | ||||||||
| Q1 FY2023 | EPS | $2.82 | 2023-01-19 | $2.88 | +1.1% | ABOVE | guidance · result | |
| “Diluted EPS $ 1.33 $ 3.53 $ 3.20 $ 3.10 $ 0.12 $ 2.82” | ||||||||
| Q1 FY2023 | Revenue | $8.17bn | 2023-01-19 | $8.16bn | 0.0% | IN LINE | guidance · result | |
| “Revenue $ 7,709 $ 7,868 $ 7,970 $ 7,926 $ 7,852 $ 8,172” | ||||||||
| Q4 FY2022 | EPS | $0.36 | 2022-10-18 | $0.12 | −63.9% | BELOW | guidance · result | |
| “Diluted EPS $ 3.19 $ 1.33 $ 3.53 $ 3.20 $ 3.10 $ 0.36” | ||||||||
| Q4 FY2022 | Revenue | $7.78bn | 2022-10-18 | $7.85bn | +0.5% | ABOVE | guidance · result | |
| “Revenue $ 7,483 $ 7,709 $ 7,868 $ 7,970 $ 7,926 $ 7,776” | ||||||||
| Q3 FY2022 | EPS | $2.14 | 2022-07-19 | $3.10 | +43.9% | ABOVE | guidance · result | |
| “Diluted EPS $ 2.97 $ 3.19 $ 1.33 $ 3.53 $ 3.20 $ 2.14” | ||||||||
| Q3 FY2022 | Revenue | $7.84bn | 2022-07-19 | $7.93bn | +0.6% | ABOVE | guidance · result | |
| “Revenue $ 7,342 $ 7,483 $ 7,709 $ 7,868 $ 7,970 $ 7,838” | ||||||||
Every figure above is read from the company’s own filings. “Guidance” links to the 8-K exhibit that issued the forecast; “result” links to the exhibit in which the company reported the outcome. Nothing here is an analyst estimate. How this is measured.