COMPANY
Netflix
NFLX:US
Primary coverage by Dan Salmon
Research
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NFLX: Beat and raise helps drive target to $1,210July 21, 2025 — Dan Salmon
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NFLX First Take: Ads on track, but engagement per member sluggishJuly 17, 2025 — Dan Salmon
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Ad Tech CEO Lunch Recap: +ve for AMZN , META, GOOGL, ROKU, -ve for NFLX, TTD, APP, WMT/VZEOJuly 16, 2025 — Dan Salmon
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NFLX Mgmt. Meeting Recap: Mostly takeaways from our follow up convo with President of AdsMay 15, 2025 — Dan Salmon
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CLIENT CALL SLIDES: How low could they go? Macro Outlook for eCommerce, Digital Ads & StocksApril 29, 2025 — Dan Salmon
Events
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Apr
29InternetApril 29, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Oct
17InternetOctober 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Aug
17InternetAugust 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Jul
18InternetJuly 18, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Jan
18 -
Jan
13InternetJanuary 13, 2023Hosted by Dan SalmonWatch Replay