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Netflix charges around 300 million households a monthly subscription for streaming video, spending north of $15 billion a year on originals, licensed series, and live events. A cheaper ad-supported tier adds advertising revenue on top.
NETFLIX INC (NFLX) is a services-video tape rental company. Piotroski F-Score 5/8. 43 insider Form 4 filings in the last 90 days. Next earnings projected around 2026-07-16 from NFLX's year-over-year reporting pattern (not yet company-confirmed). Fundamentals from SEC filings; prices are end-of-day.
Led by Ted Sarandos · see pay & career →
Netflix launched in 1998 mailing DVDs to customers in red envelopes. It did not stream a single video until 2007 — a decade before it became a household word for online video.
Source: Company history · More →
EOD daily bars · delayed, not real-time · data: DatabentoCharting by TradingView Lightweight Charts™
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
FY ending 2025-12-31 vs 2024-12-31. original 1968 formula; calibrated on manufacturers, read financials/REITs with care
A plain-English read on NFLX plus an auto-SWOT — built from NFLX's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts — a bull, a bear, a risk manager, and a PM — debate NFLX using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
| Baillie Gifford | $2.10B | 2.1% of portfolio |
| Sands Capital Management | $905.2M | 3.6% of portfolio |
| Gardner Russo & Quinn (Tom Russo) | $539.5M | 6.3% of portfolio |
| Tiger Global | $234.5M | 1.0% of portfolio |
Projected from NFLX's own SEC 8-K filing history — the year-over-year reporting pattern (~50% land the exact day, ~90% within a week). No analyst estimates, no scraped calendars, nothing invented. It upgrades to a confirmed date + time the moment NFLX files its announcement.
NFLX has sold off after 5 of its last 8 earnings reports.
Large earnings reactions have been common.
NFLX has traded lower after most recent earnings releases.
The average is inflated by its most volatile prints (+11.2% and -9.9%).
A more typical earnings reaction has been approximately ±6.1%.
Realized close-to-close history only — no options-implied move, no analyst estimates.
| Reported | Close-to-close |
|---|---|
| 2026-04-16 | -9.7% |
| 2026-01-20 | -3.0% |
| 2025-10-21 | -9.9% |
| 2025-07-17 | -3.3% |
| 2025-04-17 | +2.7% |
| 2025-01-21 | +11.2% |
| 2024-10-17 |
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.
| +8.8% |
| 2024-07-18 | -2.2% |
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