NFLX News
R40 coverage for Netflix, Inc. (NFLX).
R40 Coverage
News
Netflix's Rule of 40 Fell 32 Points in a Quarter. The Margin It Actually Steers On Went Up.
Netflix's quarterly Rule of 40 fell 32 points while operating margin rose and the TTM score moved three. Why the quarterly reading swings and which to trust.
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News
Netflix Q2 2026: The Numbers Were Fine — the Disclosure Cut Wasn't. Stock Hits 52-Week Low
Netflix beat EPS, beat margin guidance, and bought back a record $4.7B of stock — then fell 9% because it announced its engagement report is going from twice a year to once. We unpack the 'trust gap' driving the reaction.
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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.
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