What smart money is saying about Netflix, Inc.
8 funds in our archive have pitched Netflix, Inc. — most recently Oakmark Equity and Income Fund in March 2026.
Netflix, Inc. provides entertainment services. It offers TV series, documentaries, feature films, and mobile games across various genres and languages. The company provides members the ability to receive streaming content through a host of internet-connected devices, including TVs, digital video players, television set-top boxes, and mobile devices. It also provides DVDs-by-mail membership services in the United States. The company has approximately 222 million paid members in 190 countries. Netflix, Inc. was incorporated in 1997 and is headquartered in Los Gatos, California.
Fund coverage · 8 theses
- Oakmark Equity and Income FundMarch 2026
Netflix, Inc. is the scaled leader in streaming with a moat from content economics and an attractive valuation despite transient concerns.
Read the full thesis - Sands Capital Select GrowthDecember 2025
Netflix is the leading streaming platform that could enhance engagement and pricing power through strategic studio ownership despite antitrust risk.
Read the full thesis - Mar Vista US Quality PremierDecember 2025
Netflix has a global-scale streaming moat, attractive entry dynamics, and potential IP expansion, supporting 15–20% intrinsic value compounding.
Read the full thesis - Loomis Sayles Growth FundSeptember 2025
Netflix is poised for significant growth as it capitalizes on the shift to streaming, increasing its share of global consumer spending and improving operating margins, making it a compelling investment opportunity.
Read the full thesis - Loomis Sayles Growth FundJune 2025
Netflix is positioned to capitalize on the shift to streaming, likely increasing its share of global consumer entertainment spending and generating sustainable growth in free cash flow, resulting in a significant reward-to-risk investment opportunity.
Read the full thesis - Loomis Sayles Growth FundDecember 2024
Netflix is poised for long-term growth with an improving financial model, increasing operating margins, and a significant opportunity in the global streaming market, leading to strong free cash flow and a compelling investment opportunity.
Read the full thesis - Nightview capitalDecember 2024
Netflix is leveraging its streaming leadership to expand into advertising and live events, with strong subscriber growth and operational excellence, indicating significant future growth potential.
Read the full thesis - Guinness Global InnovatorsDecember 2024
Netflix is a dominant streaming platform with a solid growth trajectory, benefiting from a vast content library, effective management, and expanding international markets, despite its premium valuation.
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