Company
Netflix
- Episodes
- 38
- Share
- 4.1%
- Shows
- 27
- Net sentiment
- −0.61
Up from 1.5% of episodes in the weeks before; net sentiment was −0.28.
Bullish 4Mixed 5Neutral 5Bearish 24
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on Netflix. Longest episodes first.
Bullish 4
- Drive to Survive has been a major success for Netflix and F1 audience growth.How Toto Wolff built the most valuable team in F1 · Cheeky Pint · Oct 20
- Solid revenue growth and aggressive buybacks despite concerns about watch-hour stagnation.SpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise? · Chit Chat Stocks · Oct 23
- Ackman calls it undervalued at about 18x earnings with durable growth.11AM Hour: Pershing Square's Bill Ackman, Breaking Down Tech Earnings & New Web Security Flaw Uncovered 10/22/26 · Squawk on the Street · Oct 22
- Generates about $11.3B free cash flow and trades about 33% below the hosts' intrinsic value estimate.Netflix Prints $11B Cash. Why Did the Stock Crash to $65? · Deep Values · Oct 22
Bearish 24
- Viewing hours and share are declining after a string of weak content decisions.The iPhone Duo should have been an iPad · The Vergecast · Oct 23
- Engagement slump, saturated US base, ad revenue miss, and executive shakeups weaken the growth story.Netflix Angst, The End of the Internet, Q&A on Meta’s VR Glasses, Anthropic Alignment, You Can See Everything · Sharp Tech · Oct 23
- Shares fell about 20% as YouTube competition and slower growth weighed on the stock.It's a Bloodbath (EP. 487) · Animal Spirits · Oct 21
- Missed earnings and investor call suggested content fatigue and overly repetitive shows.The Markets Shifting, Buying A House, and The AI Bubble Impact | Money Moves · Millionaire Mindcast · Oct 21
- Slowing growth, weak content and maturing business prompt a sell call from one analyst.the call: Thursday 22 October · The Call from ausbiz · Oct 22
- Slowest growth in three years and lowered ad revenue guidance disappointed investors.Tesla–SpaceX Merger Talks, Netflix’s Slowdown and an End-to-End AI Marketing Platform · The Information's TITV · Oct 21
Show 18 moreShow fewer
- Five straight negative earnings reactions and leadership changes weigh on sentiment.9am Hour: Tech Turbulence, Apple Downgraded, Live: DNI Jay Clayton 10/20/26 · Squawk on the Street · Oct 20
- Sixth straight quarterly drop on earnings with weaker revenue and ad guidance.Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26 · Halftime Report · Oct 21
- Stock down about 25% this year amid executive exits and questions about content strategy.11AM Hour: Impactive Capital's Lauren Taylor Wolfe, Former TikTok CEO Kevin Mayer & GM Tumbles After Earnings 10/20/26 · Squawk on the Street · Oct 20
- Weaker-than-expected guidance and lowered ad outlook drove shares to a two-year low.SpaceX’s Tesla Tie-Up, Muse Momentum, and AI’s 1% 10/21/26 · The Exchange · Oct 21
- Ad revenue guidance cut and lack of iconic content weigh on shares near 24-month lows.10AM Hour: SpaceX-Tesla Merger? Netflix’s Next Episode, Philip Morris CEO on Earnings 10/21/26 · Squawk on the Street · Oct 21
- Weak revenue guidance and ad outlook cut and content challenges pressure the stock.11AM Hour: Kroger CEO, NHL Commissioner & SpaceX Rallies on Earnings 10/21/26 · Squawk on the Street · Oct 21
- Revenue guidance fell short and the ad business is smaller than hoped, pressuring shares.9AM HOUR: SpaceX Surges on Q3 Beat and Musk Comments on Potential Tesla Merger, Netflix Slides 10/21/26 · Squawk on the Street · Oct 21
- Shares down over 40% in a year with layoffs and five straight quarterly losses; options imply a large move.10AM Hour: Stocks Stage Midday Reversal, Starboard’s Jeff Smith, Predicting Netflix’s Post-Earnings Move 10/20/26 · Squawk on the Street · Oct 20
- Slowing growth and engagement questions; ad tier is seen as a possible lever.Is the AI Bubble Popping? · Motley Fool Hidden Gems Investing · Oct 23
- Slowing growth, weak guidance and lost viewing time pressured the stock.Doubt but No Fear, SpaceX Reports, Netflix Cleans House, AI Bond Vigilantes, Bending Spoons · The Compound and Friends · Oct 20
- Stock down sharply, engagement slowing, and leadership overhaul with uncertain payoff.Ted Sarandos on the Hot Seat? Netflix’s Identity Crisis · Next TMT Talks: The Intersection of Technology, Media and Telecom · Oct 23
- Revenue growth is at its slowest in three years and YouTube is gaining share.Why Elon Might Merge Tesla And SpaceX · Prof G Markets · Oct 22
- Hosts say they rarely use it, questioning its value at its current size.Cybersecurity Red Alert, SpaceX Earnings, OpenAI Strikes Google Deal | Diet TBPN · TBPN · Oct 21
- Shares fell about 5% on weak growth outlook and persistent technical resistance.Major Indexes Test Resistance; Lindblad, Kiniksa Pharma, Guidewire In Focus · Stock Market Today With IBD · Oct 20
- Guidance below street and slowing growth amid competition from YouTube.AI Narrative Switched, Debt Yields Spike | The Weekly Wrap · The Real Eisman Playbook · Oct 23
- Stock sold off about 3 dollars after earnings, with put activity on the downside.The Hot Options Report: 10-21-2026 · The Options Insider Radio Network · Oct 22
- After-hours shares fell about $3.50 following earnings, which the host says hurts call buyers.The Hot Options Report: 10-20-2026 · The Options Insider Radio Network · Oct 20
- Slowing growth, content slump, layoffs and a stock down about 40% over the year.What’s Behind Netflix’s Struggles? · WSJ Tech News Briefing · Oct 20
Mixed 5
- Paid over $500M for Seinfeld streaming rights, valuable for retention but costly to acquire comedy.Seinfeld · Acquired · Oct 19
- Record quarter despite layoffs; YouTube competition noted as a risk.iPhone Duo Reviews, Touchscreen MacBook Pro, How Walmart May Beat Amazon · Primary Technology · Oct 22
- Shares down sharply on content and engagement concerns, though guests see the sell-off as possibly overdone.Cracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26 · The Exchange · Oct 20
- Revenue growth slowing and engagement flat, though valuation is becoming more attractive.SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver? · Motley Fool Hidden Gems Investing · Oct 21
- Sales grew 12%, but the 2026 forecast fell short of analyst expectations.Ukraine says US intelligence is back; SpaceX revenues soar, and more · The World in Brief from The Economist · Oct 21
Neutral 5
- Streaming company behind the Mosquito Bowl film premiere discussed in the show.PMS 2.0 1651 - TNF Preview/Picks, Dalton Kincaid, Kirk Herbstreit, Coach Chuck Pagano, Kendrick Perkins, & AJ Hawk · The Pat McAfee Show · Oct 22
- Host platform for Che's special and a major outlet for comedy specials.Cancel Culture Is Good for Comedy? Michael Che Thinks So · Boardroom with Rich Kleiman · Oct 19
- Earnings expected after the close, mentioned as a near-term event.11AM Hour: EQT Chairman, TD Bank Vice Chair & Anthropic Gets Philanthropic 10/19/26 · Squawk on the Street · Oct 19
- Cited as an analogy for recommendation systems that hook users with pushed data.You are the Team — Anekha Sokhal, Moshi · Latent Space · Oct 22
- Cited as an analogy for Moshi's recommendation system.The Recommendation Engine for Commodity Traders — Anekha Sokhal, Moshi · Latent Space · Oct 22
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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