Netflix, Inc. (NFLX)

From the record

Netflix, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Netflix, Inc.'s 10 filed years say what it did: revenue went from $8.8 billion in fiscal 2016 to $45 billion in fiscal 2025, up 19.9% a year; it rose in 9 of 9 years; it never fell from a peak; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Netflix, Inc.'s diluted share count shrank about 1.3% a year, and dividends and buybacks returned about 86% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 62 sales (43 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-10 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Netflix, Inc. earned about 41 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 39 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 52 cents per dollar of assets, and net share issuance: its share count shrank 1.1% over the year (the filed statements).

From the record

Netflix, Inc.'s standing among 8 graded names in its industry family: revenue of $45 billion in fiscal 2025 ranks in the top 7% by size; a net margin of 24.3% ranks in the top 6%; revenue growth of 12.6% a year over the last 3 filed years ranks in the top 6% (its annual reports).

From the record

Netflix, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Peters, Gregory K (Co-CEO, as filed), filing under that title since 2023-02-02, 3.8 years (bottom 42% of its family); the 17 officers and directors filing in the last fifteen months have been on the record a median of 11.6 years (bottom 42%); 6 officer or director changes were reported on Form 8-K since 2023-11-13, against the 17 people in charge now (bottom 42%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Netflix, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $9.0 billion against debt of $13 billion leaves -8% of its assets as net cash, top 36% of its family; cash from operations less capital spending is 20.9% of revenue (top 7%); a gross margin of 48.5% (top 25%); research spending of 7.5% of revenue (top 25%) (its annual report).

From the record

Netflix, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 12.6% a year over the last three filed years against 19.9% over all 10, slowing (bottom 19% of its family); the newest year grew 15.9% (top 6%); research spending grew 7.7% a year (top 17%); capital spending grew 19.1% a year (top 19%) (its annual reports). Netflix, Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

From the record

Netflix, Inc.'s newest year against its own record: revenue of $45 billion in fiscal 2025 came in 4.3% above the $43 billion its prior three years' pace pointed to (top 6% of its family); net income of $11 billion against a prior three-year average of $6.2 billion (top 31%); a net margin of 24.3% against 17.5% before (top 31%) (its annual reports).