s/NFLX

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NFLX1 Month

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NFLX filings check: what insiders and Congress disclosed (DD)

Netflix, Inc. (NFLX) Form 4s and PTRs are public, tedious, and the closest thing to a tell the market gives you. Here's the read. THE SETUP NFLX trades at $78.25. Performance: +6.2% over a month, -21.0% over six, -37.1…

NFLX6 Months
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26

Revenue missed by $30M, nobody will remember by Friday — the ads business is the real story

$NFLX Q2 2026: revenue $12.56B (+13% YoY), just barely missing the $12.59B estimate. Net income $3.40B (+9%), operating margin 33.4% (down 0.7pt YoY on higher tech/dev/marketing spend). Membership and pricing trends stay…

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s/NFLX — CasePit