Netflix

Organization

On 4 shows in Markets & Investing this week · 0.7× usual · most on Motley Fool Hidden Gems Investing

Netflix, Inc. is an American media and entertainment company that operates the Netflix subscription video-on-demand streaming service. It distributes original and acquired films and television series internationally, and also offers games and live programming in selected markets.

Rank this week

#196new
#47 over 30 days

Share of the conversation

1.1‰
0.7× usual level

0.6‰ of what listeners heard

Reach this week

4 shows
5 episodes · ~136k plays

Tone this week

Neutral
  • Neutral 3

Share of the conversation

Mentions of Netflix per 1,000 mentions of anything, 7-day rolling, markets & investing.

0.0‰5‰10‰15‰usual level · 1.6‰Jul 11Aug 2Aug 25Sep 16Oct 8
Show the data
DayShare (7-day)Mentions
Jul 1913.57‰1
Aug 70.61‰1
Aug 101.30‰2
Aug 111.46‰1
Aug 121.55‰1
Aug 180.50‰1
Aug 190.51‰1
Aug 211.06‰2
Aug 251.08‰1
Aug 280.86‰2
Aug 311.63‰3
Sep 31.44‰1
Sep 70.73‰2
Sep 81.33‰2
Sep 112.21‰4
Sep 122.38‰1
Sep 132.64‰1
Sep 161.98‰2
Sep 182.74‰8
Sep 212.38‰1
Sep 222.57‰2
Sep 232.34‰1
Sep 242.81‰2
Sep 252.23‰5
Sep 282.72‰3
Sep 293.40‰5
Oct 13.33‰3
Oct 22.99‰3
Oct 61.54‰1
Oct 71.63‰1

Why is it trending?· Last 30 days

Netflix faces slowing growth, competition and a divided investor case

Prof G Markets says Netflix’s former certainty as streaming-war winner has faded, with competition from YouTube and declining engagement weighing on the stock.[1]

Bloomberg Daybreak relays co-CEO Ted Sarandos saying Netflix is not growing as quickly as he wants, while live programming uses about 5% of content spending but generates about 1% of viewing.[2]

Stock Movers reports Deutsche Bank analyst Brian Kraft upgraded Netflix to buy from hold after a sharp decline, calling the shares a buying opportunity despite lowering his price target to $95.[3]

Yet Another Value Podcast discusses Netflix’s low double-digit growth and margin-expansion story, while also raising concern about the company losing to short-form video.[4]

Other shows use Netflix as an example of a major demand platform, a bundled service, a household investment, or a documentary provider rather than debating its outlook.[5][6][7]

Sources · 7 moments

  1. 1.
    Prof G Markets · Investors Are Turning Against Data Centers (Here's Why)
    Ed Elson · Sep 28 · Listen at 28:05 ↗
    “2026. We're back with Profity Markets. There has always been one company that seemed destined to win the streaming wars, and that company is Netflix. But this year, that certainty has faded. Netflix stock is down more than 40% over the past”
  2. 2.
    Bloomberg Daybreak: US Edition · FlyDubai Rescue Latest; Trump Calls on Powell to Resign from Fed Board
    Nathan Hager · Oct 1 · Listen at 8:50 ↗
    “And Ben Affleck's AI company Interpositive was founded as a tool to aid filmmakers in their post-production process. It sold to Netflix in March 2026. Catch the full conversation on the Bloomberg Video Hub at Bloomberg.com and on the Bloomb”
  3. 3.
    Stock Movers · Lindt to Cut Prices; FICO Drops; Netflix Upgraded
    Alexis Christoforous · Sep 29 · Listen at 2:36 ↗
    “One caveat, some analysts say this raises the risk of score shopping, meaning lenders will select whichever model produces the more favorable credit score, which gives you a lower mortgage rate, and not necessarily about which model accurat”
  4. 4.
    Yet Another Value Podcast · $NTDOY: is Nintendo's flywheel actually there? | Accrued Interest
    Andrew Walker · Sep 18 · Listen at 1:02:38 ↗
    “We are, we are way past an hour, but I'd love to wrap it up with just this question. So we talked Spotify earlier and I said, hey, I'm preluding to Netflix. And, you know, when I read your articles, it seems like you— I think Spotify is you”

Written by AI from the cited moments; every quote is checked against the transcript.

Discussed alongside

Names that come up in the same conversations as Netflix.

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Netflix on podcasts this week · PodLume