Forum talk counts mentions of NFLX in popular online stock forums, a slice of the internet rather than all of it. Company lookups show interest in the company itself, which can come from news that isn't about the stock. Attention isn't quality.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.
5/6Strong
PassReturn on equity 15%+Earns a lot on the money owners have in the business.42.8%
MissDebt under half of equityNot relying on borrowed money.0.51x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.24.3%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$9.5B
PassShare count not growingNot diluting owners. Falling means buybacks.-6.2% in 3 years
Revenue
$45.2B
+15.9% vs prior year
5-year growth
+12.6%/yr
revenue, per year
Total debt
$13.5B
0.51x equity
Current ratio
1.19x
short-term assets / bills due
From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Sep 30, 2026
Reported Oct 20After close4:01 pm ET
Revenue
$12.9B
+11.8% YoY
EPS
$0.87
vs $0.59
Op. margin
34.6%
+6.4 pts
Gross margin
52.8%
+6.4 pts
Free cash flow
$2.9B
Share count
-3.3%
vs a year ago
Insider rating
Last 90 days
45Mixed
Pre-planned sales of $1.2M (weaker signal)
50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.
Weekly insider trend
13 weeks agoBoughtSoldThis week
Filing buzz
Last 7 days vs normal
32/ 100
This week
2
Normal week
4.2
vs normal
0.5x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady+2.4%
Institutions added 2.4% to their holdings. 1635 bought, 1754 sold.
Shares held by institutions3.40B
Sep '24Jun '26
Safety check
From SEC filings
Share count growthYearly rate, last 3 years
-2.1%
Cash runwayAt last year's cash burn
Cash flow positive
Debt to equityLatest balance sheet: debt compared with what owners have
0.4x · $12.7B debt
Shares outstandingLatest reported
4.1B
Earnings reports
Last 12
Next reportAround Jan 19, 2027 (est.)Estimated from the same quarter last year
Results filedOct 20
Results filedJul 16
Results filedApr 16
Results filedJan 20
Results filedOct 21, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days