Netflix Cuts Ad Revenue Guidance and Delivers Soft Q4 Forecast After Strong Q3
Netflix reported $12.9B Q3 revenue and a 34.6% margin, but a weaker Q4 profit outlook and lower ad guidance sent shares lower.
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Netflix Co-CEO Says Growth Is Not Moving Fast Enough
Viewing rose 2% in H1 2026; Wells Fargo stays Underweight with a $57 target.
Deutsche Bank Upgrades Netflix to Buy on International Growth
Deutsche Bank raised Netflix to Buy from Hold, lowered its price target to $95, and said overseas viewing and valuation look attractive.
Barclays Flags Cost Cuts, Cable Decline, and Integration Risk in Paramount-Warner Merger
The $110B Warner deal offers growth but faces execution risk, cable decline, and delays.
Netflix Slides as Wells Fargo Flags “Worrying” Engagement Trends
Wells Fargo says Netflix engagement “looks worrying” and sees top-100 original hours falling 21% in H2 2026.
GTA 6 Netflix Preview Lifts Take-Two Shares; Analysts Reiterate Overweight Ratings
JPMorgan and Morgan Stanley stay bullish ahead of the Nov. 19 launch.