Netflix, Inc.

Bill Ackman: Netflix “an Incredibly Cheap Stock” After a 55% Drop. But Is He Right?

Key TakeawaysBill Ackman called Netflix “an incredibly cheap stock” on CNBC’s Squawk Pod, after his fund sold out of most of its Alphabet stake and with Netflix down about 55% from its June 2025 high. Ackman says viewing hours are falling because Netflix’s content mix is changing, and Netflix’s churn improved year over year in the third quarter.

Yahoo · 11/4/2026

Netflix Is Playing a Bigger Game. Investors Should Take Notice

Netflix posted record profits, bought back nearly $5 billion of its own stock, and signed deals with Disney and the NFL, yet shares sit just above a 52-week low. Something about that gap deserves a closer look.

Yahoo · 11/4/2026

Netflix, Inc. (NFLX) Continues to Defy Expectations: Is There Still Upside Ahead?

Pershing Square Inc. recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here. The letter reported 13% year-over-year growth in third-quarter fee-related earnings (FRE) to $63.7 million, while distributable earnings (DE) before taxes increased 8% to $61.0 million. After taxes, DE totaled $49.5 million, or $0.12 per share, down […]

Yahoo · 11/4/2026

Netflix (NFLX) Appoints Darshan Kantak To Lead Global Ads Push

Netflix (NasdaqGS: NFLX) has appointed former Google executive Darshan Kantak as VP to lead its global ads platform. Kantak will oversee engineering, product, and data science for Netflix's advertising unit as the business scales out its ad offering. The hire comes as Netflix prepares to extend its ad supported tier into 15 additional countries in 2027. Focusing only on Darshan Kantak's appointment risks missing how Netflix's wider ad platform ambitions could reshape the story. We have also...