Company
Netflix
- Episodes
- 10
- Share
- 0.9%
- Shows
- 10
- Net sentiment
- −0.14
Bullish 1Mixed 4Neutral 3Bearish 2
The episodes that named it
Why each one was bullish, bearish or in between on Netflix. Longest episodes first.
Bearish 2
- Losing share to YouTube and facing a difficult cash-heavy content model.Billion Dollar Fund Manager is Getting Defensive- Here Are 10 Stocks He Still Likes · In the Money with Amber Kanwar · Sep 24
- HSBC cut to hold as YouTube takes share from Netflix.9AM HOUR: Nasdaq Extends Record Run, AI Trade Goes "Meta," Paramount Settlement 9/22/26 · Squawk on the Street · Sep 22
Mixed 4
- Shares are well off highs; bears cite weak originals and YouTube, bulls cite penetration and buybacks.Meta’s Muse launch, Josh is wrong on Netflix, internals weaken, 10-year bonds at 5%, Buffett steps away · The Compound and Friends · Sep 22
- Cited as a major competitor to YouTube in streaming, with its CEO's remarks noted.YouTube CEO Neal Mohan: Why We're Betting On AI And Not Afraid Of It · Big Technology Podcast · Sep 23
- Engagement slowdown weighs, though micro-dramas could help win younger viewers.Closing Bell Overtime: AI’s Grip on Markets Gets Stronger 9/21/26 · Closing Bell · Sep 21
- Looks undervalued and a winner, but Wells Fargo's downgrade flags margin and churn risks.A Glimpse of What Happens When Oil Sells Off: Tech Stocks Rip · Rigatoni Capital Podcast · Sep 21
Neutral 3
- Referenced as a case where Stranger Things conversational data predicted subscriber growth.Retail Trader vs. Hedge Fund Manager: Where Is the Real Alpha? · Odds on Open · Sep 24
- Used the recreated insect sounds in its Dinosaurs documentary series.The sound of the land before time · On Point with Meghna Chakrabarti · Sep 21
- Cited as an example of a tech-driven company that differentiated through streaming.Hollywood Green-lights Its First AI-Only Films | Gorkem Yurtseven · MTS · Sep 25
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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