NFLX

Netflix (NFLX) — Altamira Equity Research coverage. Thesis INTACT at the latest graded earnings report. Value read: Undervalued.

Netflix, Inc.: eight quarters of EPS and revenue surprises against the next-session reaction

Research

Netflix: YouTube Pulls Away — Q3 FY26

Four takeaways: Growth keeps slowing at the top line — revenue grew 11.85% YoY, solid but no longer spectacular. Margins did the heavy lifting — operating margin expanded 641 bps YoY. The cash machine is real — $2.88B of free cash flow funded a $4.797B buyback in a single quarter.