NFLX

Netflix, Inc.

Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Netflix, Inc..

R40: 33$405.13B
$93.27+10.56 (+12.78%)● Live
Current Narrative

Netflix is pursuing a transformational $82.7B acquisition of Warner Bros. Discovery, but the deal has tanked the stock 39% from mid-2025 highs on antitrust concerns. Fundamentals remain strong: Q4 2025 delivered 18% revenue growth, 325M+ subscribers, and $9.5B FCF. The ad tier is exploding — revenue doubled to $1.5B in 2025 and targeting $3B in 2026. Operating margins expanding to 31.5%. Bulls see the pullback as a buying opportunity with content momentum (Bridgerton, live events, gaming) intact.

News

Latest Coverage

NewsFeb 14

Netflix Hits 52-Week Low at $79 as Warner Bros Deal Drama Drags On

Netflix stock dropped 42% from its June 2025 peak, hitting fresh 52-week lows near $79. The culprit isn't the business — it's the $83B Warner Bros Discovery acquisition and everything that comes with it.

R40
NewsFeb 7

Netflix Stock Tanks 39% — Is It Too Cheap to Ignore?

NFLX down ~39% from mid-2025 peak amid $82.7B Warner Bros. Discovery acquisition attempt; concerns over antitrust, but strong fundamentals (325M+ subs, ad revenue doubling to ~$3B).

NewsFeb 6

Netflix Shares Attractive As Stock Hovers Near 52-Week Lows

Post-pullback analysis highlights ad revenue growth (2.5x in 2025 to >$1.5B, expected ~$3B in 2026), margin expansion to 31.5% guidance, and live events push.

NewsFeb 6

What to Watch on Netflix: February 6, 2026

New additions including How to Get to Heaven From Belfast (from Derry Girls creator), How to Train Your Dragon, The Black Phone, and Love Is Blind Season 10.

In-DepthFeb 6

New Movies on Netflix: The Ultimate Guide to What's Coming in 2026

Comprehensive 2026 slate preview: Swapped, War Machine, Enola Holmes 3, Queen of Chess; emphasizes diverse genres and ongoing investment in originals.

In-DepthFeb 6

Netflix: Shares Attractive As Stock Hovers Near 52-Week Lows

Bullish deep dive: ad business scaling rapidly, operating margin target of 31.5% for 2026, live sports/events momentum, subscriber base >325M.

See all news →
Rule of 402025 Q4
33.1
✗ Below 40
Revenue Growth YoY+17.6%
+
FCF Margin+15.5%
History
38
Q1
36
Q2
40
Q3
33
Q4
2025 R40 +37
ANALYST RATINGS
Buy$113
NFLX
Outperform$120
Reiterated
2026-01-23
Outperform$95
Reiterated
2026-01-21
Buy$130
Reiterated
2026-01-21
Buy$112
Reiterated
2026-01-21
Buy$120
Reiterated
2026-01-21
See all 20 ratings →
Revenue
2025Q4$12.1B
*Qtr, USD
EPS
2025Q4$0.56
*Qtr, USD per share
P/E Ratio
2025Q436.18
*Qtr, x
Free cash flow
2025Q4$1.9B
*Qtr, USD
Shares
Loading...
Cumulative FCF
2025Q4$16.4B
*Running total, USD
Company timeline

Earnings release dates

QuarterEnd datePublication dateSource
2025 Q42025-12-312026-01-20Link
2025 Q32025-09-302025-10-21Link
2025 Q22025-06-302025-07-17Link
2025 Q12025-03-312025-04-17Link
2024 Q42024-12-312025-01-21Link
2024 Q32024-09-302024-10-17Link
2024 Q22024-06-302024-07-18Link
2024 Q12024-03-312024-04-18Link
Background

Company History

ExchangeNASDAQ
IPO DateMay 23, 2002
Shares Outstanding4.34Bi
1997
Founding of Netflix
Reed Hastings and Marc Randolph launch DVD-by-mail service; pioneers subscription model, disrupting Blockbuster's rental dominance.
2007
Launch of Streaming Service
Introduces unlimited streaming for subscribers; shifts from physical media to digital delivery, setting stage for cord-cutting era.
2013
Original Content Debut with House of Cards
Releases first major original series; establishes Netflix as content creator, not just distributor; wins Emmys.
2017
Global Expansion Acceleration
Launches in nearly every country; grows to international powerhouse, diversifying beyond U.S. market.
2021
Pandemic Boom and Password-Sharing Crackdown
Subscriber surge during lockdowns; later implements paid sharing and ad-supported tier; narrative evolves to profitability focus.
2022
First-Ever Subscriber Loss and Stock Plunge
Rare quarterly subscriber decline triggers major sell-off; prompts strategic shifts to ads, live events, and cost discipline.
2025
Ad Tier Success and Profitability Surge
Ad-supported plan scales to >$1.5B revenue; achieves ~29.5% operating margin and $9.5B FCF; positions as streaming leader.
2026
Warner Bros. Discovery Acquisition Attempt
Pursues $82.7B all-cash deal for WBD; stock down 39% on antitrust concerns; Q4 2025 strong (18% growth, 325M+ subs); 2026 guidance for $50-51B revenue.
Leadership

Key Players

Reed Hastings
Founder & Chairman
Co-founded Netflix in 1997. CEO for 25 years until 2023. Transformed DVD rentals to global streaming giant. Previously founded Pure Software. Bowdoin math BA, Stanford CS MS.
Ted Sarandos
Co-CEO
Co-CEO since 2020. Joined Netflix in 2000. Drove shift to originals (House of Cards, Stranger Things). Time 100 multiple times. Spotify board member.
Greg Peters
Co-CEO
Co-CEO since 2023. Joined Netflix in 2008. Former COO and Chief Product Officer. Led product innovation and international expansion. Yale physics BA.
Spencer Neumann
CFO
CFO since 2019. Former CFO at Activision Blizzard and Disney Parks/ABC. Started in private equity. Harvard BA and MBA. Adobe board member.
Bela Bajaria
Chief Content Officer
CCO since 2023. Joined 2016. Oversees Stranger Things, Squid Game, Bridgerton. Led NFL/WWE deals. Former Universal Television President. Coca-Cola board.
Short Interest

Short interest data unavailable for NFLX.

Related

Similar stocks in Media & Entertainment

Alphabet Inc.GOOGLAlphabet Inc.Meta Platforms, Inc.METAMeta Platforms, Inc.