COMPANY
Netflix
NFLX:US
Primary coverage by Dan Salmon
Research
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Trump Says He’s Out of WBD Antitrust Decision-Making; So, Did the Senate Hearing Matter?February 6, 2026 — Blair Levin
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NFLX: Lower margin and FCF estimates despite slight topline raiseJanuary 21, 2026 — Dan Salmon
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NFLX: Light 1Q26 guidance and mixed engagement trends weigh on sharesJanuary 20, 2026 — Dan Salmon
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NFLX + WB First Take: Is this “rare opportunity” worth the risk?December 5, 2025 — Dan Salmon
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NFLX: WBD bid anxiety building + updating for stock splitNovember 26, 2025 — Dan Salmon
Events
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Dec
16InternetDecember 16, 2025 — VirtualHosted by Dan Salmon and Blair LevinWatch Replay -
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
