Netflix (NFLX)

Outperform Recap: Q1 2026

WBD Risk Cleared, Core Delivers — Q2 Margin Compression Is Seasonal, Not Structural

Outperform Flashcap: Q1 2026

The Termination Fee Flatters the Headline; the Q2 Content Ramp Spooked the Street — 10% After-Hours Selloff on an Operationally Intact Quarter Is the Setup, Not the Warning

Outperform Recap: Q4 2025

The Margin Machine Delivers FY2025, Then Drops an $83B Bet on WBD — Pullback Improves Entry

Outperform Recap: Q3 2025

Brazil Tax Noise Masks a Business That Is Actually Accelerating

Outperform Recap: Q2 2025

Beat-and-Raise With 34% Margins, but the Street Wanted More at 48x Forward

Outperform Recap: Q1 2025

The Margin Inflection Is Real: Netflix Posts a 350bps Operating Margin Beat and Enters a New Profitability Phase