Company
Netflix
- Episodes
- 19
- Share
- 1.8%
- Shows
- 16
- Net sentiment
- 0.00
Up from 0.9% of episodes in the weeks before; net sentiment was −0.14.
Bullish 6Mixed 3Neutral 4Bearish 6
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on Netflix. Longest episodes first.
Bullish 6
- Ackman sold after a thesis break, then rebought after the stock fell and business proved stronger.Bill Ackman: The Biggest Fight of His Life · The Knowledge Project · Sep 29
- Host bought after the Paramount-Warner deal dodged debt risk; content slate expected to improve into Christmas.Reviewing Our Q3 - It Was Going So Well.... · Playing FTSE · Oct 4
- Deutsche Bank upgraded to buy, citing undervalued international growth and a discounted multiple.Yields Spike As Consumer Confidence Drops… And Altman Weighs In On AI Pacing 9/29/26 · CNBC's "Fast Money" · Sep 29
- Carlson says engagement and revenue growth contradict the bearish narrative, at a low valuation.How I’m Investing With $1.5 Million Stock Portfolio · The Joseph Carlson Show · Sep 28
- Seen as the place people start with streaming and has room for growth.AI Safety with a Facebook Whistleblower & A $110B Media Merger 10/2/26 · Squawk Pod · Oct 2
- Growth slowdown partly reflects deliberate live programming choices; revenue grew strongly in regions.Google And Meta Will Beat OpenAI And Anthropic · The Joseph Carlson Show · Oct 1
Bearish 6
- Stock down over 40%, losing share to YouTube and facing downgrades.Investors Are Turning Against Data Centers (Here's Why) · Prof G Markets · Sep 28
- Host sold after a 20% loss on the position.Will Higher Rates Kill the Stock Market? (EP. 484) · Animal Spirits · Sep 30
- Said to have shifted from growth to profit, leaving less content worth watching.Resisting Enshittification w/ Michael from Systems of Human Performance: Ep. 563wsasdaw · The J. Burden Show · Oct 2
- Shares at two-month lows, down roughly half from last June's peak on engagement concerns.Rates Keep Rising… And The Quiet Playbook For A Noisy Market 9/28/26 · CNBC's "Fast Money" · Sep 28
- The combined Skydance and Warner Bros. assets are seen as a challenge to Netflix.Sign-In With GPT, Anthropic Vs. the Pope, Paramount Rebrands as Skydance | Diet TBPN · TBPN · Oct 3
- Its leveraged mirror fell about 35% in three months despite a strong underlying company.¿Cómo funcionan los espejos? Instrumentos Apalancados · Café y Finanzas - By Rancel Solutions · Sep 29
Mixed 3
- Barris described the company as becoming more CBS-like and vanilla, but still a major platform.Black-ish Creator Kenya Barris On Turning Down A $100 Million Netflix Deal, The Cost of Success & Curiosity As A Superpower With Malcolm Gladwell · The Rich Roll Podcast · Oct 1
- Ackman sold on a broken thesis, then rebought after execution improved and the stock fell again.Bill Ackman: The Biggest Fight of His Life · Podcast Notes Playlist: Startup · Oct 3
- Upgraded to buy on engagement and ad strategy, but the stock has been dead money.Sam Altman Live at OpenAI Dev Day 9/29/26 · Halftime Report · Sep 29
Neutral 4
- Mentioned as an example of analytics-driven decision making for content choices.Why Things Become Popular, with Chuck Klosterman · Plain English with Derek Thompson · Sep 29
- Mentioned in context of Ellison's past animation deal.The Ari Emanuel Experience · The Town with Matthew Belloni · Sep 30
- Distributed Fauda season five globally and reached top 10 charts across many countries.How Fiction Will Remember October 7 - with Lior Raz and Avi Issacharoff · Call Me Back - with Dan Senor · Oct 1
- Mentioned as a competitor and potential destination for talent.The Six Toughest Decisions David Ellison Faces With WarnerMount · The Town with Matthew Belloni · Sep 28
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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