Comparison of Netflix and Disney Financial Reports
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Source: Fool
- Netflix Revenue Growth: In Q1 2026, Netflix reported revenue of $12.2 billion, marking a 16% year-over-year increase, while its earnings per share surged from $0.66 to $1.23, demonstrating strong performance and financial stability in the streaming market.
- Disney's Financial Challenges: Disney's revenue for Q2 2026 reached $25.2 billion, up 7% year-over-year, but its earnings per share fell 30% to $1.27, and free cash flow decreased by 1% to $4.9 billion, indicating vulnerabilities in its financial health.
- Market Competition Dynamics: While Disney's diversified business includes theme parks and cruise ships, its sales growth is more volatile compared to Netflix's pure streaming model, highlighting significant differences in market positioning and business strategies between the two companies.
- Impact of New CEO: The appointment of Josh D'Amaro as Disney's new CEO signifies a transition for the company, suggesting that investors should view Disney as a different type of company compared to Netflix to better understand its future growth potential.
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Analyst Views on NFLX
Wall Street analysts forecast NFLX stock price to rise
38 Analyst Rating
27 Buy
10 Hold
1 Sell
Moderate Buy
Current: 89.300
Low
92.00
Averages
114.18
High
150.00
Current: 89.300
Low
92.00
Averages
114.18
High
150.00
About NFLX
Netflix, Inc. is a provider of entertainment services. The Company acquires, licenses and produces content, including original programming. It provides paid memberships in over 190 countries offering television (TV) series, films and games across a variety of genres and languages. It allows members to play, pause and resume watching as much as they want, anytime, anywhere, and can change their plans at any time. The Company offers members the ability to receive streaming content through a host of Internet-connected devices, including TVs, digital video players, TV set-top boxes and mobile devices. It is engaged in scaling its streaming service, such as introducing games and advertising on its service, as well as offering live programming. It is developing technology and utilizing third-party cloud computing, technology and other services. The Company is also engaged in scaling its own studio operations to produce original content.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- First Live Program: Netflix will begin live streaming Charlamagne Tha God’s The Breakfast Club podcast on June 1, marking the streaming giant's first daily live program, which is expected to attract a significant number of new users and enhance user engagement.
- Innovative Content: The podcast will feature three hours of uninterrupted programming, with regular commercial breaks replaced by exclusive bonus segments and extended interviews, aimed at improving user experience and increasing viewer retention.
- Large Audience Base: Since the beginning of the year, The Breakfast Club has aired on a delayed basis under a programming agreement with iHeartMedia, boasting approximately 6.6 million weekly terrestrial listeners and over 1 billion downloads, demonstrating its substantial market influence.
- Strategic Partnership Continuation: iHeartMedia recently extended its contract with Charlamagne Tha God for another five years, further solidifying their partnership and providing Netflix with a stable content source, thereby enhancing its competitive edge in the podcasting space.
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- Global TV Vision: Analysts noted that Netflix's upfront announcements reflect its potential transition to becoming 'Global TV', further boosting investor confidence in its future growth, especially as advertising revenue becomes increasingly significant.
- Legal Action Risks: On May 11, Texas Attorney General filed a lawsuit against Netflix, accusing the company of spying on children and other consumers through non-consensual data collection, although a Netflix spokesperson stated that the lawsuit 'lacks merit', this issue could impact the company's reputation.
- Market Competition Analysis: While Netflix is viewed as a potential investment, analysts pointed out that certain AI stocks may offer greater upside potential and lower downside risk, reflecting a diversification in market focus and investment strategies.
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- Investor Attention: Netflix's recent earnings report has sparked investor interest regarding whether its stock is fairly valued, leading BetterInvesting's Editorial Advisory Committee to designate it as the 'Stock to Study' for the August 2026 issue, aimed at providing information and education for investors.
- Fundamental Data: Investors can access key metrics such as Netflix's sales, earnings, pre-tax profit, and return on equity through a page provided by the National Association of Investors, which serves as a crucial basis for investment decisions.
- Future Report: A comprehensive report on Netflix will be featured in the August 2026 issue of BetterInvesting Magazine, offering further analysis of its financial health and market performance to assist investors in making informed choices.
- Educational Mission: Since its inception in 1951, BetterInvesting has been dedicated to empowering everyday Americans with investment education, having helped over 5 million individuals improve their financial futures, emphasizing the importance of independent analysis and education.
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- Investor Interest: Netflix's recent report has sparked investor curiosity regarding whether its stock is fairly valued, indicating a heightened market focus on the company's future performance, which could influence its stock price trajectory.
- Research Recommendation: BetterInvesting Magazine's Editorial Advisory Committee has named Netflix as its 'Stock to Study' for August 2026, aiming to provide valuable information and education for investors, highlighting the company's significance among investors.
- Fundamental Data: Investors can access key metrics such as Netflix's sales, earnings, pre-tax profit, and return on equity through a page provided by the National Association of Investors, enhancing transparency regarding the company's financial health.
- Educational Mission: BetterInvesting has been dedicated to investment education since 1951, empowering over 5 million individuals to improve their financial futures, underscoring its critical role in enhancing investor knowledge and skills.
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CRWD vs NFLX Stock Performance Comparison
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- NFLX Decline: In contrast, NFLX's stock is down about 0.5%, which may suggest market concerns regarding its content strategy or competitive landscape, impacting investor confidence.
- Market Sentiment: The stark contrast between CRWD's rise and NFLX's decline highlights a shift in investor preferences among tech stocks, potentially influencing future capital flows.
- Investor Attention: As market focus on tech stocks intensifies, CRWD's performance may attract more investor interest, further driving its stock price upward.
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- Stock Surge: IMAX shares rose approximately 14% on sale speculation, reaching nearly $39 per share with a market cap of about $2.1 billion, indicating strong market interest in potential buyers from Hollywood studios and tech companies.
- Potential Buyers: Analysts suggest that potential acquirers of IMAX include Netflix, Apple, and Sony, all of which possess strong technological and content capabilities, and acquiring IMAX could enhance their competitive edge in the premium cinema market.
- Financial Performance: IMAX generated a record $1.28 billion at the global box office last year, a more than 40% increase, with projected revenue of $448 million in 2026, showcasing robust business growth potential despite its valuation not returning to pre-pandemic levels.
- Market Expansion: IMAX plans to install 160 to 175 new systems by 2026 and is partnering with countries like China, Japan, and South Korea to screen local language content, further reducing dependence on any single market and enhancing its competitive position globally.
See More
Netflix to Live Stream The Breakfast Club Podcast Starting June 1
- First Live Program: Netflix will begin live streaming Charlamagne Tha God’s The Breakfast Club podcast on June 1, marking the streaming giant's first daily live program, which is expected to attract a significant number of new users and enhance user engagement.
- Innovative Content: The podcast will feature three hours of uninterrupted programming, with regular commercial breaks replaced by exclusive bonus segments and extended interviews, aimed at improving user experience and increasing viewer retention.
- Large Audience Base: Since the beginning of the year, The Breakfast Club has aired on a delayed basis under a programming agreement with iHeartMedia, boasting approximately 6.6 million weekly terrestrial listeners and over 1 billion downloads, demonstrating its substantial market influence.
- Strategic Partnership Continuation: iHeartMedia recently extended its contract with Charlamagne Tha God for another five years, further solidifying their partnership and providing Netflix with a stable content source, thereby enhancing its competitive edge in the podcasting space.
See More
JPMorgan Reiterates Overweight Rating on Netflix
- Advertising Strategy Progress: On May 14, JPMorgan reiterated its Overweight rating on Netflix with a price target of $118, indicating a positive outlook on the company's content strategy, market reach, and improving advertising technology, showcasing progress in building a scaled advertising strategy.
- Global TV Vision: Analysts noted that Netflix's upfront announcements reflect its potential transition to becoming 'Global TV', further boosting investor confidence in its future growth, especially as advertising revenue becomes increasingly significant.
- Legal Action Risks: On May 11, Texas Attorney General filed a lawsuit against Netflix, accusing the company of spying on children and other consumers through non-consensual data collection, although a Netflix spokesperson stated that the lawsuit 'lacks merit', this issue could impact the company's reputation.
- Market Competition Analysis: While Netflix is viewed as a potential investment, analysts pointed out that certain AI stocks may offer greater upside potential and lower downside risk, reflecting a diversification in market focus and investment strategies.
See More
Netflix Named 'Stock to Study' for August 2026 Issue
- Investor Attention: Netflix's recent earnings report has sparked investor interest regarding whether its stock is fairly valued, leading BetterInvesting's Editorial Advisory Committee to designate it as the 'Stock to Study' for the August 2026 issue, aimed at providing information and education for investors.
- Fundamental Data: Investors can access key metrics such as Netflix's sales, earnings, pre-tax profit, and return on equity through a page provided by the National Association of Investors, which serves as a crucial basis for investment decisions.
- Future Report: A comprehensive report on Netflix will be featured in the August 2026 issue of BetterInvesting Magazine, offering further analysis of its financial health and market performance to assist investors in making informed choices.
- Educational Mission: Since its inception in 1951, BetterInvesting has been dedicated to empowering everyday Americans with investment education, having helped over 5 million individuals improve their financial futures, emphasizing the importance of independent analysis and education.
See More
Netflix Named 'Stock to Study' for August 2026 by BetterInvesting
- Investor Interest: Netflix's recent report has sparked investor curiosity regarding whether its stock is fairly valued, indicating a heightened market focus on the company's future performance, which could influence its stock price trajectory.
- Research Recommendation: BetterInvesting Magazine's Editorial Advisory Committee has named Netflix as its 'Stock to Study' for August 2026, aiming to provide valuable information and education for investors, highlighting the company's significance among investors.
- Fundamental Data: Investors can access key metrics such as Netflix's sales, earnings, pre-tax profit, and return on equity through a page provided by the National Association of Investors, enhancing transparency regarding the company's financial health.
- Educational Mission: BetterInvesting has been dedicated to investment education since 1951, empowering over 5 million individuals to improve their financial futures, underscoring its critical role in enhancing investor knowledge and skills.
See More
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- Stock Performance: CRWD is currently trading up approximately 2.9%, indicating strong market confidence in its future growth and reflecting investor approval of its business model.
- NFLX Decline: In contrast, NFLX's stock is down about 0.5%, which may suggest market concerns regarding its content strategy or competitive landscape, impacting investor confidence.
- Market Sentiment: The stark contrast between CRWD's rise and NFLX's decline highlights a shift in investor preferences among tech stocks, potentially influencing future capital flows.
- Investor Attention: As market focus on tech stocks intensifies, CRWD's performance may attract more investor interest, further driving its stock price upward.
See More
IMAX Explores Sale, Sparks Market Buzz
- Stock Surge: IMAX shares rose approximately 14% on sale speculation, reaching nearly $39 per share with a market cap of about $2.1 billion, indicating strong market interest in potential buyers from Hollywood studios and tech companies.
- Potential Buyers: Analysts suggest that potential acquirers of IMAX include Netflix, Apple, and Sony, all of which possess strong technological and content capabilities, and acquiring IMAX could enhance their competitive edge in the premium cinema market.
- Financial Performance: IMAX generated a record $1.28 billion at the global box office last year, a more than 40% increase, with projected revenue of $448 million in 2026, showcasing robust business growth potential despite its valuation not returning to pre-pandemic levels.
- Market Expansion: IMAX plans to install 160 to 175 new systems by 2026 and is partnering with countries like China, Japan, and South Korea to screen local language content, further reducing dependence on any single market and enhancing its competitive position globally.
See More
