Netflix 향후 성장

Future 기준 점검 3/6

Netflix (는) 각각 연간 17.4% 및 10.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 27.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 43.8% 로 예상됩니다.

핵심 정보

17.4%

이익 성장률

27.93%

EPS 성장률

Entertainment 이익 성장	19.6%
매출 성장률	10.5%
향후 자기자본이익률	43.83%
애널리스트 커버리지	Good
마지막 업데이트	22 Dec 2025

최근 향후 성장 업데이트

Earnings Beat: Netflix, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Apr 22

Netflix, Inc. (NASDAQ:NFLX) Released Earnings Last Week And Analysts Lifted Their Price Target To US$1,064

Jan 29

Recent updates

Earnings Beat: Netflix, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Apr 22

Netflix: A Recession Will Not Take Down This King (Rating Upgrade)

Apr 19

Netflix Q1 Preview: Ad-Tier Faces Its Biggest Test Yet (Rating Downgrade)

Apr 13

Here's Why Netflix (NASDAQ:NFLX) Has Caught The Eye Of Investors

Apr 10

Netflix: Leading The Streaming Race With Profitability And Global Reach

Mar 21

Netflix: Valuation Looks Better Than You Think

Mar 09

Netflix (NASDAQ:NFLX) Is Investing Its Capital With Increasing Efficiency

Mar 01

Netflix: More Pain In Store For Bullish Converts

Feb 27

Netflix Is Stronger Than Ever; Here's Why It Still Has Room To Run

Feb 15

Why Investors Shouldn't Be Surprised By Netflix, Inc.'s (NASDAQ:NFLX) 26% Share Price Surge

Feb 14

Calculating The Fair Value Of Netflix, Inc. (NASDAQ:NFLX)

Feb 09

Netflix: Leaving The Competition In The Dust

Feb 07

Narrative update from Richard Bowman

Feb 04Record quarterly new subscriber addition of 18.9 million (+15.9%)

Netflix, Inc. (NASDAQ:NFLX) Released Earnings Last Week And Analysts Lifted Their Price Target To US$1,064

Jan 29

Netflix: Investments In New Ventures Paying Off

Jan 25

Netflix Is A Buy Ahead Of Q4 Earnings (Rating Upgrade)

Jan 20

Netflix: A Show Of Success, But Wait For The Dip

Jan 13

Netflix's Big 2024 Pivot May Be On The Verge Of Paying Off

Dec 13

Narrative update from Michael Paige

Nov 29Continued Solid Member and Revenue Growth, Plus Cost Controls - Upgrading my Valuation. Overall, Netflix had another solid quarter, and is tracking slightly ahead of my estimates. Revenue growth, memb

Netflix: Why I Am Taking Triple-Digit Profits (Rating Downgrade)

Nov 18

Narrative update from Richard Bowman

Nov 05Advertising Is Starting To Gain Traction, But There May Be A Lag Before It Translates To Cash Flow.Netflix has managed to keep the momentum going for yet another quarter. Subscriptions and revenue wer

The Ad Advantage: How Netflix's New Strategy Positions It As A Buy

Nov 05

Netflix: Promising Growth Story With Solid Financial Performance, But Overbought Right Now

Oct 24

Expanding Content And Innovative Engagement Fuels Dynamic Growth Ahead

Oct 20 Netflix's focus on original content, games, and live events aims to enhance engagement and diversify revenue beyond streaming.

Netflix Q3: Launch Of In-House Advertising Platform By FY 2025 Bodes Well

Oct 18

Netflix: Hidden Assets And Valuation Could Lead To Additional Upside

Oct 11

Netflix: Deep Dive Into Engagement Numbers

Sep 27

Netflix Looks Ready To Move Higher (Technical Analysis)

Sep 21

Narrative update from Richard Bowman

Sep 19Growth Initiatives Continue to Pay Off for NetflixNetflix reported yet another very strong quarter, as subscriber growth continues to surprise on the upside.Subscriber growth increased by 8 million, w

Narrative update from Michael Paige

Sep 17Revenue and Member Growth Faster Anticipated.Overall, Netflix had another solid quarter, and is tracking slightly ahead of my estimates. Revenue growth, member growth and margins are tracking better t

Netflix Stock Hits A New All-Time High, Can The Rally Keep Going?

Aug 22

이익 및 매출 성장 예측

NasdaqGS:NFLX - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
12/31/2027	56,681	16,555	14,573	15,303	31
12/31/2026	50,979	13,906	12,145	12,833	39
12/31/2025	45,087	11,009	9,184	9,816	42
9/30/2025	43,379	10,431	8,967	9,575	N/A
6/30/2025	41,693	10,248	8,501	9,070	N/A
3/31/2025	40,173	9,270	7,446	7,938	N/A
12/31/2024	39,001	8,712	6,922	7,361	N/A
9/30/2024	37,587	7,781	7,125	7,487	N/A
6/30/2024	36,304	7,095	6,819	7,159	N/A
3/31/2024	34,932	6,435	6,946	7,308	N/A
12/31/2023	33,723	5,408	6,926	7,274	N/A
9/30/2023	32,743	4,525	5,677	6,055	N/A
6/30/2023	32,126	4,246	4,260	4,620	N/A
3/31/2023	31,909	4,200	2,934	3,282	N/A
12/31/2022	31,616	4,492	1,619	2,026	N/A
9/30/2022	31,473	5,044	717	1,179	N/A
6/30/2022	31,031	5,095	160	705	N/A
3/31/2022	30,402	5,007	-27	538	N/A
12/31/2021	29,698	5,116	-132	393	N/A
9/30/2021	28,633	5,051	151	658	N/A
6/30/2021	27,585	4,392	1,390	1,840	N/A
3/31/2021	26,392	3,759	2,464	2,944	N/A
12/31/2020	24,996	2,761	1,929	2,427	N/A
9/30/2020	23,819	2,806	645	1,103	N/A
6/30/2020	22,628	2,681	-1,056	-663	N/A
3/31/2020	21,403	2,232	-2,538	-2,248	N/A
12/31/2019	20,156	1,867	-3,140	-2,887	N/A
9/30/2019	18,876	1,414	-2,845	-2,660	N/A
6/30/2019	17,630	1,151	N/A	-2,849	N/A
3/31/2019	16,614	1,265	N/A	-2,824	N/A
12/31/2018	15,794	1,211	N/A	-2,680	N/A
9/30/2018	14,893	1,263	N/A	-1,933	N/A
6/30/2018	13,879	990	N/A	-1,663	N/A
3/31/2018	12,757	671	N/A	-1,679	N/A
12/31/2017	11,693	559	N/A	-1,786	N/A
9/30/2017	10,884	440	N/A	-1,855	N/A
6/30/2017	10,190	362	N/A	-1,897	N/A
3/31/2017	9,510	337	N/A	-1,589	N/A
12/31/2016	8,831	187	N/A	-1,474	N/A
9/30/2016	8,176	163	N/A	-1,162	N/A
6/30/2016	7,625	141	N/A	-896	N/A
3/31/2016	7,164	127	N/A	-851	N/A
12/31/2015	6,780	123	N/A	-749	N/A
9/30/2015	6,441	163	N/A	-543	N/A
6/30/2015	6,112	193	N/A	-385	N/A
3/31/2015	5,808	237	N/A	-147	N/A
12/31/2014	5,505	267	N/A	16	N/A

애널리스트 향후 성장 전망

수입 대 저축률: NFLX 의 연간 예상 수익 증가율(17.4%)이 saving rate(3.3%)보다 높습니다.

수익 vs 시장: NFLX 의 연간 수익(17.4%)이 US 시장(16.2%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: NFLX 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: NFLX 의 수익(연간 10.5%)이 US 시장(연간 10.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: NFLX 의 수익(연간 10.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: NFLX의 자본 수익률은 3년 후 43.8%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2025/12/24 12:12
종가	2025/12/23 00:00
수익	2025/09/30
연간 수익	2024/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 Github 페이지에서 확인할 수 있으며, 보고서 활용 방법에 대한 가이드와 Youtube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Netflix, Inc.는 88명의 분석가가 다루고 있습니다. 이 중 42명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Andrew Charles Beale	Arete Research Services LLP
Hannah Kleiven	Arete Research Services LLP
Joseph Bonner	Argus Research Company

Netflix 향후 성장

Future 기준 점검 3/6

핵심 정보

최근 향후 성장 업데이트

Consensus EPS estimates increase by 26%

Consensus EPS estimates increase by 26%

Price target increased by 8.3% to US$1,301

Earnings Beat: Netflix, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Netflix, Inc. (NASDAQ:NFLX) Released Earnings Last Week And Analysts Lifted Their Price Target To US$1,064

Netflix, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2025

Recent updates

Netflix, Inc. (NasdaqGS:NFLX) acquired Ready Player Me OÜ.

Netflix: Upgrading To Strong Buy Amid Improving Valuation And Fundamentals

Consensus EPS estimates increase by 26%

Consensus EPS estimates increase by 26%

Netflix, Inc. to Report Q4, 2025 Results on Jan 20, 2026

Netflix, Inc. (NasdaqGS:NFLX) entered into a definitive agreement to acquire Warner Bros. Discovery, Inc. (NasdaqGS:WBD) for $71.5 billion.

Now 23% overvalued

Comcast, Paramount, Netflix Reportedly Near Bids for Warner Bros. Discovery

Netflix, Inc. Appoints Vamsi Murthy as Senior Director, Head of Marketing for India

Co-Founder & Chairman notifies of intention to sell stock

Third quarter 2025 earnings: EPS misses analyst expectations

Comcast and Netflix Reportedly Among Interested Parties to Acquire Warner Bros. Discovery

Now 21% overvalued

Netflix Reportedly Prepares to Bid for Warner Bros Discovery

Co-Founder & Chairman notifies of intention to sell stock

Netflix, Inc. to Report Q3, 2025 Results on Oct 21, 2025

Netflix Announces Management Changes

Co-Founder & Chairman notifies of intention to sell stock

Co-Founder & Chairman notifies of intention to sell stock

Price target increased by 8.3% to US$1,301

Second quarter 2025 earnings: EPS exceeds analyst expectations

Investors Still Waiting For A Pull Back In Netflix, Inc. (NASDAQ:NFLX)

Co-Founder & Chairman notifies of intention to sell stock

Insider notifies of intention to sell stock

Netflix, Inc. to Report Q2, 2025 Results on Jul 17, 2025

Co-Founder & Chairman notifies of intention to sell stock

Insider notifies of intention to sell stock

Insider notifies of intention to sell stock

Does Netflix (NASDAQ:NFLX) Have A Healthy Balance Sheet?

Netflix Investors, You Have Been Warned (Technical Analysis)

Insider notifies of intention to sell stock

Earnings Beat: Netflix, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

First quarter 2025 earnings: EPS exceeds analyst expectations

Netflix: A Recession Will Not Take Down This King (Rating Upgrade)

Netflix, Inc., Annual General Meeting, Jun 05, 2025

Netflix Q1 Preview: Ad-Tier Faces Its Biggest Test Yet (Rating Downgrade)

Here's Why Netflix (NASDAQ:NFLX) Has Caught The Eye Of Investors

Now 22% overvalued after recent price rise

Co-Founder & Executive Chairman notifies of intention to sell stock

Now 21% overvalued after recent price rise

Netflix: Leading The Streaming Race With Profitability And Global Reach

Netflix, Inc. to Report Q1, 2025 Results on Apr 17, 2025

Netflix: Valuation Looks Better Than You Think

Co-Founder & Executive Chairman notifies of intention to sell stock

Netflix (NASDAQ:NFLX) Is Investing Its Capital With Increasing Efficiency

Now 21% overvalued after recent price rise

Netflix: More Pain In Store For Bullish Converts

Netflix Is Stronger Than Ever; Here's Why It Still Has Room To Run

Chief Financial Officer recently sold US$692k worth of stock

Why Investors Shouldn't Be Surprised By Netflix, Inc.'s (NASDAQ:NFLX) 26% Share Price Surge

Chief Financial Officer recently sold US$692k worth of stock

Calculating The Fair Value Of Netflix, Inc. (NASDAQ:NFLX)

Netflix: Leaving The Competition In The Dust

Co-CEO, President & Director recently sold US$10m worth of stock

Narrative update from Richard Bowman

Co-CEO, President & Director notifies of intention to sell stock

Netflix, Inc. (NASDAQ:NFLX) Released Earnings Last Week And Analysts Lifted Their Price Target To US$1,064

Netflix: Investments In New Ventures Paying Off

Full year 2024 earnings: Revenues and EPS in line with analyst expectations

Netflix, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2025

Netflix Is A Buy Ahead Of Q4 Earnings (Rating Upgrade)

Netflix: A Show Of Success, But Wait For The Dip

Co-Founder & Executive Chairman notifies of intention to sell stock

Netflix, Inc. to Report Q4, 2024 Results on Jan 21, 2025

Netflix's Big 2024 Pivot May Be On The Verge Of Paying Off

Now 21% overvalued after recent price rise

Co-Founder & Executive Chairman notifies of intention to sell stock

Narrative update from Michael Paige

Netflix: Why I Am Taking Triple-Digit Profits (Rating Downgrade)