Netflix Expands Podcast Library with New Shows

Written by Emily J. Thompson, Senior Investment Analyst

Source: Newsfilter

Updated: 1 hour ago

0mins

NFLX+1.43%

IHRT+3.26%

Explore Agentic TradingLet AI Trade for You

Source: Newsfilter

New Podcast Launch: Netflix is adding several new podcast shows, including those by Hollywood star Kate Hudson and celebrity lifestyle guru Martha Stewart, significantly enriching its content library and enhancing user engagement.
Strategic Partnership Deepening: The deepening collaboration with iHeartMedia for video podcasts signifies Netflix's ongoing efforts to diversify entertainment formats, aiming to attract more users and strengthen its competitive position in the market.
Market Expansion Strategy: Amid a mature streaming market, Netflix is actively seeking to boost user engagement and draw new subscribers through innovative formats like podcasts and live sports events, addressing industry challenges.
Content Diversification Strategy: This initiative not only enriches Netflix's content ecosystem but also reflects its keen insight into future entertainment trends, aiming to attract a broader audience through innovative content offerings.

Trade with 70% Backtested Accuracy

Stop guessing "Should I Buy NFLX?" and start using high-conviction signals backed by rigorous historical data.

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: 80.340

Low

92.00

Averages

114.18

High

150.00

Current: 80.340

Low

92.00

Averages

114.18

High

150.00

TD Cowen

John Blackledge

Buy

maintain

$112

2026-05-14

Reason

TD Cowen

John Blackledge

Price Target

$112

AI Analysis

2026-05-14

maintain

Buy

Reason

TD Cowen analyst John Blackledge says Netflix at its upfront presentation announced 250M global advertising tier monthly active viewers, up from 190M in November 2025. Netflix will roll out 15 new ad tier markets starting next year while continuing to add new programmatic and other features for ad clients, the analyst tells investors in a research note. The company sees its ad revenue doubling to $3B in 2026, which should drive 25% of its incremental revenue, TD points out. The firm reiterates a Buy rating on Netflix shares with a $112 price target.

Raymond James

Market Perform

maintain

2026-05-14

Reason

Raymond James

Price Target

2026-05-14

maintain

Market Perform

Reason

Raymond James reiterated a Market Perform rating on Netflix, saying it came away from the company's Upfronts presentation and Q&A session with several key takeaways. Of note, the firm said the engagement debate is not likely to be settled anytime soon, but Netflix likes its chances with its 2026 content slate, and that ads scaling is solid, with the building blocks in place for market expansion while the Netflix Ads Suite adds more tools. Additionally, the company's willingness to innovate on standard TV ad experiences should be a positive over time, but usually change in the ad industry requires a bit of convincing among buyers, the analyst tells investors in a research note.

Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for NFLX

Unlock Now

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.

Netflix to Release Q2 2026 Financial Results on July 16

1 hour agoNewsfilter

Earnings Release Schedule: Netflix will post its Q2 2026 financial results and business outlook on July 16, 2026, at 1:01 PM Pacific Time on its investor relations website, demonstrating the company's commitment to transparency and investor communication.
Management Interview: On the same day, co-CEOs Ted Sarandos and Greg Peters, along with CFO Spence Neumann, will conduct a live video interview at 1:45 PM Pacific Time, addressing questions from sell-side analysts, which enhances engagement with investors.
Video Access Channel: The interview will be streamed live on Netflix's Investor Relations YouTube channel, ensuring that investors can access real-time information, thereby improving the efficiency and reach of information dissemination.
Recorded Playback: Following the interview, a recording will be available at approximately 2:30 PM Pacific Time, allowing investors who could not participate live to catch up, reflecting the company's sensitivity to investor needs.

Netflix Approaches One Billion Monthly Viewers

15 hours agoYahoo Finance

Audience Growth: Research from Omdia indicates that Netflix's monthly audience is on track to exceed one billion viewers by 2027, a figure that includes not just paid subscribers but also households sharing accounts, highlighting the platform's extensive reach.
Advertising Business Expansion: Netflix anticipates its advertising revenue will double to around $3 billion by 2026, enhancing its bargaining power with advertisers and providing stronger leverage in content negotiations.
Content Diversification Strategy: Netflix is enhancing its content slate across series, films, and emerging categories like podcasts and live events, notably achieving a record 31.4 million viewers for the World Baseball Classic in Japan, marking a historic high for the platform.
Market Competitive Advantage: Despite increasing competition, Netflix expects to approach 400 million paid subscribers globally by 2031, maintaining its leading position in subscription streaming services, which underscores its strong appeal and sustainability in the global market.

Netflix to Release Q2 2026 Financial Results and Outlook

1 hour agoPRnewswire

Earnings Release Schedule: Netflix will post its Q2 2026 financial results and business outlook on July 16, 2026, at 1:01 PM Pacific Time, demonstrating the company's commitment to transparency and communication with investors.
Live Executive Interview: On the same day, a live interview with co-CEOs Ted Sarandos and Greg Peters, along with CFO Spence Neumann, will take place at 1:45 PM, allowing analysts to submit questions and enhancing investor confidence.
Video Access Channels: The interview will be streamed live on Netflix's Investor Relations YouTube channel, ensuring that investors can receive real-time updates on the company's latest developments, thereby improving information dissemination efficiency.
Recording Availability: A recording of the interview will be available shortly after the session at approximately 2:30 PM, allowing investors who missed the live event to access key information at their convenience, further enhancing the company's transparency.