Netflix

Netflix Potential Opportunity Due To Usage Of AI By Improving Profit Margin

DownUnder

Not Invested

Community Contributor

Published

19 Sep 25

Updated

21 Nov 25

Views

671

n/a

DownUnder's Fair Value

n/a

2.3%

-0.6%

2.3%

-0.6%

You can edit this narrative until Nov 22 3:15 AM. Then, changes will post as Updates.

Author's Valuation

US$149.3737.6% undervalued

DownUnder's Fair Value

Narrative

Updates1

Shared on 21 Nov 25

Fair value Decreased 92%

Update after NFLX Q3 2025 earnings report. Business keeps sailing even after Brazilian tax hiccup

Update following the Q3 2025 Earnings Report Tail winds Revenue increased 17.2% YoY, driven primarily by membership growth and higher pricing which was higher that the revenue I used after Q2 earnings report Company achieved highest quarterly viewing share ever All regions experienced healthy YoY revenue growth. UCAN increased 17%.

DownUnder'sFair Value

US$149.37

37.6% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

10.48%

Entertainment revenue growth rate

0.42%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

9.07%

Calculation

US$18.48b

Earnings '30

50.08x

PE Ratio '30

US$925.68b

Market Cap '30

US$925.68b

Market Cap '30

4.04b

No. shares '30

US$229.03

Share Price '30

US$229.03 Share Price '30

Discounted to 2025 @ 8.92% p.a.

US$149.37

Fair Value '25