Netflix, Inc.

NasdaqGS:NFLX Stock Report

Market Cap: US$427.2b

Netflix Management

Management criteria checks 2/4

Netflix's CEO is Ted Sarandos, appointed in Jul 2020, has a tenure of 5.42 years. total yearly compensation is $61.92M, comprised of 4.8% salary and 95.2% bonuses, including company stock and options. directly owns 0.003% of the company’s shares, worth $14.21M. The average tenure of the management team and the board of directors is 5.9 years and 10.8 years respectively.

Key information

Ted Sarandos

Chief executive officer

US$61.9m

Total compensation

CEO salary percentage4.84%
CEO tenure5.4yrs
CEO ownership0.003%
Management average tenure5.9yrs
Board average tenure10.8yrs

Recent management updates

Recent updates

Netflix: Upgrading To Strong Buy Amid Improving Valuation And Fundamentals

Dec 20

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

Jul 13
Investors Still Waiting For A Pull Back In Netflix, Inc. (NASDAQ:NFLX)

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

May 28
Does Netflix (NASDAQ:NFLX) Have A Healthy Balance Sheet?

Netflix Investors, You Have Been Warned (Technical Analysis)

Apr 28

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

Apr 22
Earnings Beat: Netflix, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

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

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

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

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

Feb 09
Calculating The Fair Value Of Netflix, Inc. (NASDAQ:NFLX)

Netflix: Leaving The Competition In The Dust

Feb 07
User avatar

Narrative update from Richard Bowman

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

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
User avatar

Narrative update from Michael Paige

Continued 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
User avatar

Narrative update from Richard Bowman

Advertising 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
User avatar

Expanding Content And Innovative Engagement Fuels Dynamic Growth Ahead

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
User avatar

Narrative update from Richard Bowman

Growth 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
User avatar

Narrative update from Michael Paige

Revenue 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

CEO Compensation Analysis

How has Ted Sarandos's remuneration changed compared to Netflix's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2025n/an/a

US$10b

Jun 30 2025n/an/a

US$10b

Mar 31 2025n/an/a

US$9b

Dec 31 2024US$62mUS$3m

US$9b

Sep 30 2024n/an/a

US$8b

Jun 30 2024n/an/a

US$7b

Mar 31 2024n/an/a

US$6b

Dec 31 2023US$50mUS$3m

US$5b

Sep 30 2023n/an/a

US$5b

Jun 30 2023n/an/a

US$4b

Mar 31 2023n/an/a

US$4b

Dec 31 2022US$50mUS$20m

US$4b

Sep 30 2022n/an/a

US$5b

Jun 30 2022n/an/a

US$5b

Mar 31 2022n/an/a

US$5b

Dec 31 2021US$38mUS$20m

US$5b

Sep 30 2021n/an/a

US$5b

Jun 30 2021n/an/a

US$4b

Mar 31 2021n/an/a

US$4b

Dec 31 2020US$39mUS$20m

US$3b

Sep 30 2020n/an/a

US$3b

Jun 30 2020n/an/a

US$3b

Mar 31 2020n/an/a

US$2b

Dec 31 2019US$35mUS$18m

US$2b

Sep 30 2019n/an/a

US$1b

Jun 30 2019n/an/a

US$1b

Mar 31 2019n/an/a

US$1b

Dec 31 2018US$30mUS$12m

US$1b

Compensation vs Market: Ted's total compensation ($USD61.92M) is above average for companies of similar size in the US market ($USD13.39M).

Compensation vs Earnings: Ted's compensation has increased by more than 20% in the past year.


CEO

Ted Sarandos (60 yo)

5.4yrs
Tenure
US$61,922,397
Compensation

Mr. Theodore A. Sarandos, also known as Ted, serves as President at Netflix Inc. USA (formerly known as Netflix, Inc.). since January 2023. He is Trustee of The Paley Center for Media from June 2025. He ha...


Leadership Team

NamePositionTenureCompensationOwnership
Wilmot Hastings
Co-Founder & Chairman28.9yrsUS$1.75m0.47%
$ 2.0b
Theodore Sarandos
Co-CEO, President & Director5.4yrsUS$61.92m0.0033%
$ 14.2m
Gregory Peters
Co-CEO, President & Director2.9yrsUS$60.27m0.0027%
$ 11.4m
Spencer Neumann
Chief Financial Officer6.9yrsUS$22.90m0.00081%
$ 3.5m
David Hyman
Chief Legal Officer & Secretary23.9yrsUS$17.26m0.0069%
$ 29.6m
Jeffrey Karbowski
Chief Accounting Officer & Principal Accounting Officer2.8yrsno datano data
Elizabeth Stone
Chief Technology Officer2.2yrsno datano data
Spencer Wang
Vice President of Finance10.9yrsno datano data
Marian Lee
Chief Marketing Officer3.8yrsno datano data
Bela Bajaria
Chief Content Officer5.9yrsno datano data
Monika Shergill
Head of Series & International Originals - Netflix India6.6yrsno datano data
Madeleine de Buning
Head of Public Policy - EMEA5.9yrsno datano data
5.9yrs
Average Tenure
54.5yo
Average Age

Experienced Management: NFLX's management team is seasoned and experienced (5.9 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Wilmot Hastings
Co-Founder & Chairman28.9yrsUS$1.75m0.47%
$ 2.0b
Theodore Sarandos
Co-CEO, President & Director5.4yrsUS$61.92m0.0033%
$ 14.2m
Gregory Peters
Co-CEO, President & Director2.9yrsUS$60.27m0.0027%
$ 11.4m
Jay Hoag
Lead Independent Director26.5yrsUS$402.84k0.041%
$ 176.7m
Richard Barton
Independent Director23.6yrsUS$402.84k0.000070%
$ 299.1k
Ann Mather
Independent Director15.3yrsUS$402.84kno data
Leslie Kilgore
Independent Director13.9yrsUS$402.84k0.0077%
$ 33.1m
Mathias Dopfner
Independent Director7.3yrsUS$402.58k0.000010%
$ 42.7k
Bradford Smith
Independent Director10.8yrsUS$402.84k0.0017%
$ 7.4m
Susan Rice
Independent Director2.3yrsUS$300.00k0%
$ 0
Anne Sweeney
Independent Director10.8yrsUS$402.84k0%
$ 0
Elinor Mertz
Independent Directorless than a yearno data0.00054%
$ 2.3m
10.8yrs
Average Tenure
61yo
Average Age

Experienced Board: NFLX's board of directors are seasoned and experienced ( 10.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/24 16:22
End of Day Share Price 2025/12/23 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Netflix, Inc. is covered by 88 analysts. 42 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew Charles BealeArete Research Services LLP
Hannah KleivenArete Research Services LLP
Joseph BonnerArgus Research Company