From Seekingalpha · Nicolas Bolsinger · · 50s
Netflix Stock Falls Despite Profitable Quarter
Netflix stock drops to 2026 low as revenue growth slows but earnings remain strong.
In brief
Netflix stock drops to 2026 low as revenue growth slows but earnings remain strong. Netflix's stock fell to a 2026 low after reporting a profitable quarter with 49% EPS growth and 34.6% operating margin, though revenue growth is slowing. Originally reported by Seekingalpha.
Netflix Reports Profitable Quarter
Netflix posted one of its most profitable quarters with EPS up 49% and a 34.6% operating margin.
Stock Falls to 2026 Low
The stock fell to a 2026 low on a softer outlook despite strong earnings.
Revenue Growth Slowing
Revenue growth below 10% in January’s guidance would move the analyst to hold Netflix stock.
Earnings Still Strong
Excluding a $2.8B one-time WBD termination fee, earnings grow about 25%.
The key point
Netflix's stock fell to a 2026 low after reporting a profitable quarter with 49% EPS growth and 34.6% operating margin, though revenue growth is slowing.
