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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Rich Greenfield | LightShed Partners | 7 | 0% |
| Vikram Kasturi | Robert W. Baird | 7 | 0% |
| Rob Fishman | MoffettNathanson | 6 | 0% |
| Ben Swinburne | Morgan Stanley | 5 | 20% |
| Steve Cahall | Wells Fargo | 5 | 0% |
| Justin Patterson | KeyBanc Capital Markets | 4 | 0% |
| Dan Salmon | New Street Research | 4 | 0% |
| Mike Morris | Guggenheim | 3 | 0% |
| Brian Pitz | BMO Capital Markets | 3 | 0% |
| Doug Anmuth | JPMorgan | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Robert W. Baird | 1 | 7 | 0% |
| LightShed Partners | 1 | 7 | 0% |
| Morgan Stanley | 2 | 6 | 17% |
| MoffettNathanson |
| 1 |
| 6 |
| 0% |
| Wells Fargo | 1 | 5 | 0% |
| KeyBanc Capital Markets | 1 | 4 | 0% |
| New Street Research | 1 | 4 | 0% |
| Goldman Sachs | 1 | 3 | 0% |
Netflix delivered Q1 revenue growth of 16% with sustained double-digit growth and the advertising business scaling rapidly, as live sports drove outsized engagement and acquisition while the subscriber base exceeded 325 million members. Management reiterated FY2026 guidance of 12-14% revenue growth and 31.5% operating margin, with the advertiser base growing over 70% year-over-year to more than 4,000 advertisers and gaming expansion advancing through Playground and the kids strategy.
Revenue Growth | Product Launch | Competitive Dynamics | Demand | Innovation & R&D | Subscriber Growth | Pricing | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 5 | 4 | 2 | 3 | 2 | 2 |
| 2025Q1 | 5 | 2 | 2 | 5 | 4 | 2 | 3 | 2 |
| 2025Q2 | 5 | 7 | 4 | 2 | 4 | 1 | 3 | 2 |
| 2025Q3 | 5 | 6 | 5 | 4 | 3 | 2 | 2 | 3 |
| 2025Q4 | 2 | 1 | 2 | 3 | 1 | 2 | 1 | |
| 2026Q1 | 2 | 3 | 3 | 3 | 5 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 4 | 5 | 5 | 5 | 2 | 2 |
| Product Launch | 4 | 2 | 7 | 6 | 1 | 3 |
| Competitive Dynamics | 5 | 2 | 4 | 5 | 2 | 3 |
| Demand | 4 | 5 | 2 | 4 | 3 | |
| Innovation & R&D | 2 | 4 | 4 | 3 | 3 | |
| Subscriber Growth | 3 | 2 | 1 | 2 | 1 | 5 |
| Pricing | 2 | 3 | 3 | 2 | 2 | 1 |
| Capital Allocation | 2 | 2 | 2 | 3 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
NFLX Netflix, Inc. | 8 | +16.2% | |
| DIS The Walt Disney Company | 7 | +6.5% | |
| FOX Fox Corporation (Class B) | 5 | -8.6% | |
| LYV Live Nation Entertainment | 7 | +12.2% | |
| NWS News Corp (Class B) | 7 | +8.8% | |
| PSKY Paramount Skydance Corp | 6 | +2.2% | |
| TKO TKO Group Holdings | 8 | +25.9% | |
| WBD Warner Bros. Discovery | 4 | -0.8% |