The Ultimate Value Trap? Previewing Netflix Consensus Estimates
Consensus Expectations with a Historical Valuation Context Overlay
By reading this article and continuing to use this website, you acknowledge and agree to our Disclaimer and Terms. Nothing on this site constitutes investment advice. Investing involves risk, including possible loss of principal.
We get results from Netflix on Thursday afternoon against a backdrop where the company seems to be desperately trying to salvage a growth story (live sports, games, WBD failed acquisition, and the latest, live TV) as content proliferation continues to go parabolic, aided by AI, with focus and attention moving to shorter and shorter formats (TikTok, Reels, YouTube + YouTube Shorts are all increasingly competitive). Against that backdrop, here are expectations for the Netflix P&L and forward guidance:
