What podcasts say about Netflix
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Netflix
57 statements · 17 positive · 30 negative · 1 mixed · 9 neutral
Netflix emerges weaker from the merger
“So I think Netflix comes out weaker.”
Open the episode · Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape StreamingListen at 14:59
Netflix growth has slowed because Western demand is largely saturated
“Growth has slowed because, at least in the Western Hemisphere, most of the people who want it have it.”
Open the episode · Nike’s Fall, Netflix Growth, and What We Learned in Q3Listen at 33:33
Netflix's growth story is over
“The growth story is over.”
Open the episode · Nike’s Fall, Netflix Growth, and What We Learned in Q3Listen at 36:00
Netflix’s growth is slower than desired, and management is working to accelerate it.
“we're not growing as fast as I want us to, and we're working on making that move faster.”
Open the episode · Bloomberg Tech Screentime SpecialListen at 6:56
Netflix has shifted from subscriber growth to operating as a regular company.
“The story has changed from being a subscriber growth story to now you're just a regular company”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 3:15
Netflix must grow revenue and earnings as a regular company.
“you have to grow your revenues and earnings”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 3:19
Netflix has shifted from subscriber growth to revenue and earnings growth.
“The story has changed from being a subscriber growth story to now you're just a regular company and you have to grow your revenues and earnings.”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 3:25
Netflix needs hit shows and currently lacks them.
“you have to have hit shows and they haven't had any”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 3:26
Netflix is unlikely to enter sports programming.
“I don't think they're going to get into sports”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 3:31
Netflix has become a mature company.
“It's, it's mature. That's the way it's become a mature company.”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 3:34
Netflix needs hit shows but currently lacks them.
“You have to have hit shows and they haven't had any.”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 3:38
Netflix has become a mature company.
“It's become a mature company.”
Open the episode · Lindt to Cut Prices; FICO Drops; Netflix UpgradedListen at 3:47
Netflix stock still has room to decline.
“My personal view is I think that it still has room to come down.”
Open the episode · Investors Are Turning Against Data Centers (Here's Why)Listen at 37:34
Netflix is currently an attractive bullish investment.
“I actually am quite bullish, I think, on Netflix right now.”
Open the episode · Investors Are Turning Against Data Centers (Here's Why)Listen at 40:25
Netflix stock is unlikely to rise significantly this year.
“I don't think it's going to increase significantly this year.”
Open the episode · Investors Are Turning Against Data Centers (Here's Why)Listen at 40:49
Netflix stock is down 20% year to date.
“We are down 20% year to date.”
Open the episode · Netflix Gets First Sell Rating; Steel Dynamics Drops; Nvidia Invests Into BrookfieldListen at 1:09
Netflix stock has fallen nearly 50% over the past year.
“that stock is down by nearly 50%”
Open the episode · Crypto Stocks Extend Gains; Netflix Gets First Sell Rating; Nucor Declines Most in 17 MonthsListen at 2:18
Netflix shares have fallen about 50% since June 2025.
“it has really been severely under pressure, down about 50% since June 2025”
Open the episode · Coinbase Gains, Netflix Under Pressure, Nucor FallsListen at 2:42
Netflix is currently a value stock.
“I think Netflix is— it's a value stock”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 50:39
Netflix operating margins are in the low-to-mid 30s with a path to 40%.
“I think the operating margins at Netflix are in the low to mid-30s with a path to 40”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 51:42
Netflix is increasingly efficient at monetizing its content library.
“Netflix has gotten incredibly efficient in milking more and more out of the content library that they have.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 52:07
Netflix can continue succeeding through an uncool, efficiency-focused strategy.
“Netflix can keep winning on that.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 53:41
Netflix can continue taking substantial revenue share from linear television.
“Netflix still has the ability to take a whole lot of money away from television.”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 1:01:57
Netflix sports rights could support long-term growth through new advertising categories.
“if they can take sports, which they're showing that they can, they can live off that for a long time because it opens up to new ad categories”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 1:02:10
Netflix has substantially more strategic growth levers than Spotify.
“Netflix has a lot a lot more levers that they can pull”
Open the episode · $NTDOY: is Nintendo's flywheel actually there? | Accrued InterestListen at 1:05:09
Netflix exercises little creative control over some productions.
“And it seems like Netflix has very little to say. You just kind of do it and give it.”
Open the episode · #2539 - Protect Our Parks 17Listen at 3:14:20
Netflix has never changed anything in Shane Gillis’s productions.
“They've never changed anything.”
Open the episode · #2539 - Protect Our Parks 17Listen at 3:14:25
Netflix shares fell 8%, after declining more than 12% earlier in the session.
“Netflix shares down 8%. That's a big mover. Today was down more than 13 or more than 12% earlier”
Open the episode · Netflix Plunges, Micron Rises, Sweetgreen Mixed on Parasite Outbreak Tied to ProduceListen at 3:16
Netflix is forecasting a second consecutive quarter of slowing growth.
“Forecasting a second quarter consecutive quarter of slowing growth here”
Open the episode · Netflix Plunges, Micron Rises, Sweetgreen Mixed on Parasite Outbreak Tied to ProduceListen at 3:26
Netflix leads paid streaming services in subscribers and viewership.
“The company still has more subscribers and viewership than any other paid streaming service”
Open the episode · Netflix Plunges, Micron Rises, Sweetgreen Mixed on Parasite Outbreak Tied to ProduceListen at 3:48
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.