US & Canada

Europe, Middle East & Africa

Latin America

Asia-Pacific

Streaming Memberships

Revenue segments as reported by the company.

UCAN

EMEA

LATAM

APAC

DVD Revenue

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Marketing

Technology & Development

General & Administrative

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Operating Cash Flow

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Netflix

Netflix, Inc. operates as a streaming entertainment service company. The firm provides subscription service streaming movies and television episodes over the Internet and sending DVDs by mail. It operates through the following business segments: Domestic Streaming, International Streaming and Domestic DVD. The Domestic Streaming segment derives revenues from monthly membership fees for services consisting of streaming content to its members in the United States. The International Streaming segment includes fees from members outside the United States. The Domestic DVD segment covers revenues from services consisting of DVD-by-mail. The company was founded by Marc Randolph and Wilmot Reed Hastings Jr. on August 29, 1997, and is headquartered in Los Gatos, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q3 2024

Earnings data Q4 2024

Netflix reports robust Q4 earnings, eyes global expansion and revenue

Netflix's strong performance and strategic focus on leadership, content, and revenue drivers position it for continued growth.
Challenges include profitability concerns in sports content and justifying potential price increases to drive revenue.
Opportunities lie in global expansion, engagement strategies, and capital allocation to enhance value for members and drive growth.
Overall, Netflix's future outlook remains positive under new leadership, with a focus on innovation and member-centric strategies.

Netflix excels in Q1 with innovative pricing strategies and ad tech focus

Netflix's Q1 2023 showcased strong performance with successful pricing adjustments and a focus on innovation. The company faces challenges such as password sharing and content spending levels but has opportunities in advertising, gaming, and revenue optimization. Navigating these areas strategically will be key for future growth.

Netflix reports revenue growth post-password sharing launch and sports focus

Netflix addresses the impact of strikes on business, highlights positive revenue growth from password sharing, and outlines plans for advertising revenue growth. The company emphasizes responsible scaling post-strikes and commitment to offering diverse sports programming. Challenges include resolving strikes and maintaining subscriber growth amidst evolving market dynamics.

Netflix reports strong Q3 performance, focuses on content and ads growth

Netflix is navigating challenges like the recent strike impact and balancing consumer considerations with fair compensation while showcasing a strong Q4 slate and content strategy.
The company's disciplined margin strategy and focus on expanding the ads business and gaming present opportunities for revenue growth and business diversification.
With a commitment to high-quality content, global reach, and engaging experiences, Netflix aims to maintain its competitive edge and drive continued growth in the streaming industry.
By investing in diverse content offerings, enhancing targeting capabilities, and deepening brand engagement, Netflix is poised to capitalize on emerging opportunities and strengthen its market position.

Netflix plans $17B content spend, eyes revenue growth and expansion

Netflix's Q4 2023 earnings call highlighted a strong performance, strategic focus on revenue growth, and content investment. The company aims to sustain growth through subscriber strategies, competitive positioning, and responsible content spending while exploring opportunities in expanding its core business and optimizing pricing strategies.

Netflix reports robust Q1 growth, eyes ad expansion and content innovation

Netflix's Q1 performance reflects strong member growth and financial focus, with a target margin of 25% for the year.
The company's strengths lie in its content strategy, engagement metrics, and innovative technologies, while facing challenges in revenue deceleration and market competition.
Opportunities in advertising growth, content production strategy shifts, and technology utilization position Netflix for continued expansion and differentiation in the streaming industry.
Overall, Netflix's strategic approach to content, financial management, and innovation aligns with its goal of sustainable growth and shareholder value creation.

Netflix reports robust Q2 results, eyes growth in gaming and advertising

Netflix's Q2 performance reflects strong momentum and growth across key metrics, driven by content success and operational improvements. The company is focused on enhancing user experience, expanding into gaming, and creating a diverse content slate to cater to global and local audiences.

Netflix projects strong 2025 growth amidst competition and content focus

Netflix anticipates robust growth in 2025, leveraging its content strengths and strategic investments. While facing competition and membership fluctuations, the company's focus on engagement and revenue diversification bodes well for future performance.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc on Wednesday laid out plans to crackdown on password sharing for accounts on its streaming platform, including setting up primary location and paying a couple of dollars for an extra member.

Netflix lays out plans to crackdown on account sharing

ON Semiconductor

The 4th quarter earnings reporting season is about halfway over the results are pretty clear. Q4 earnings growth was even worse than previously expected, and the outlook is dimming for the S&P 500 but the news is not all bad.

3 Hot Stocks The Analysts Are Buying

Netflix posted an earnings beat in the fourth quarter of 2022 as the company saw positive subscriber trends and improving margins following slower hiring. The subscriber trends have been improving and surpassed expectations in the quarter, resulting in positive sentiment for the stock as the trend seems to have reversed.

Netflix Stock: 5 Things That Smart Investors Should Know

Apple

CNBC asked media insiders, including Barry Diller, Bela Bajaria and Bill Simmons, for their predictions about the future of TV.

What will TV look like in three years? These industry insiders share their predictions

The cheaper tariff will help to avoid high churn rates soon - the new strategy allowed the company to restore the growth rate of the number of subscribers. Due to a bigger share of "cheap" accounts, ARPU growth rate will slow down, but this will still not affect revenue.

Netflix: Getting Closer To Its Target After Another Good Report

Jefferies analyst Andrew Uerkwitz rates the stock Buy and raised his price target to $425 from $400.

Netflix's Password Crackdown Has Angered Users. One Analyst Isn't Worried.

Cumulus Media

CMLS vs. NFLX: Which Stock Is the Better Value Option?

CMLS or NFLX: Which Is the Better Value Stock Right Now?

Netflix Inc (NASDAQ:NFLX) may see its user numbers fall following its password-sharing crackdown, with 62% of password borrowers saying they would stop using the streaming service due to the policy, according to a survey from US firm Jefferies.   Netflix said it plans to clamp down on password-sharing during the first quarter of 2023, the details of which were revealed last week for users in Chile, Costa Rica and Peru where Netflix is testing its anti-account sharing features.

Netflix could see user numbers drop following password-sharing crackdown, analyst survey reveals

Disney

Roku

The focus has turned away from subscriber growth and toward profits, and that's a much bigger challenge.

3 Clues That Premium Streaming Has Finally Peaked

There has been a noticeable drop-off in the quality of Netflix originals on the platform.

Netflix Password Sharing: Why I like Disney Stock More for 2023

Netflix will target password sharing by US subscribers starting March. Families not all living in the same home, such as college students, are a likely target.

How the end of Netflix password sharing will change the way families watch, especially the ones with college-age children

Subscribers to  Chart of the Week  received this commentary on Sunday, January 29.

2 "FAANG" Stocks Flashing Very Different Signals

The film and TV platform accidentally posted its plans to crack down on users sharing logins. It estimates there are about 100 million households streaming its content without paying.

Netflix's Leaked Password Curbs Face a Backlash. The Rules Are Just What Wall Street Wanted.

The exact timeline of when the policy will apply to U.S. users is unclear. Netflix has said it will roll out the policy "more broadly" by the end of the first quarter.

Netflix Lays Out Plan For Password-Sharing Crackdown

General Motors

Netflix Inc has unveiled a new star for some of its upcoming programming: electric vehicles from General Motors and other automakers.

Netflix to feature electric cars from GM and others in programming

The streaming pioneer is getting back to its old ways.

8 Million Reasons to Like Netflix Stock

"If you are traveling or live between different places, you can continue to enjoy Netflix," says the help section for users where it's being trialed.

Netflix's Latin American password-sharing clampdown trial hints at how the upcoming rollout might work, including primary locations and special-access codes for traveling

Additional information about streaming giant Netflix's efforts to restrict people from sharing passwords outside their households has come to light this week.

Netflix password-sharing crackdown details released

Today, Netflix announced that Premium members can now download content on more devices and use spatial audio for over 700 titles. Both upgraded features are available at no extra cost.

Netflix gives Premium members more download devices and spatial audio on 700+ titles

Netflix is now detailing how it aims to maintain password sharing within a household while cracking down on outside usage. The company aims to curtail account sharing this year by asking people to pay extra money to use the streaming service outside the household for extended periods of time.

Netflix lists rules and exemptions to prevent account sharing outside household

Netflix's impending crackdown on password sharing includes plans to force users to regularly connect via their home Wi-Fi.

Revealed: How Netflix plans to stop you sharing your password

With a small pullback in the near term, we likely will end up with much higher price levels later this year. The fundamental picture remains somewhat cloudy but technicals can help shine some light through the murkiness.

Netflix: Let's Pause For A Brief Commercial Break

Amazon

Investors often turn towards blue-chip stocks when the market is in turmoil. Yet, there is no guarantee that those stocks will continue to perform when the market is down.

3 Sorry Blue-Chip Stocks to Sell in February Before It's Too Late

Some key metrics look good, but a key leader is departing just as competition is mounting.

Netflix Stock in 2023: Bull vs. Bear

Netflix still has significant potential for long-term growth. The latest actions by management (introducing an ad-based tier and cracking down on password sharing) should prove revenue accretive in the medium term, in my view. Subscribers' growth was strong and broad-based in 4Q2022. UCAN and EMEA returned to posting meaningful growth, which likely indicates that the ad-based tier is showing early signs of success.

News for Netflix Stock (NFLX)