What's Going On With Roblox Stock On Tuesday?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 15 2025
0mins
Should l Buy NFLX?
Source: Benzinga
Roblox's New Licensing Platform: Roblox Corporation has launched a new licensing platform aimed at democratizing intellectual property (IP) licensing for game creators, allowing rights holders to offer licenses directly to creators and streamline the process of integrating well-known IP into games.
Partnerships and Future Plans: Notable partners like Netflix and Lionsgate are contributing their franchises to the platform, with Roblox aiming for 10% of all gaming content revenue to flow through its ecosystem and plans for more license types and open access in the future.
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Analyst Views on NFLX
Wall Street analysts forecast NFLX stock price to rise
38 Analyst Rating
27 Buy
9 Hold
2 Sell
Moderate Buy
Current: 75.860
Low
92.00
Averages
129.47
High
152.50
Current: 75.860
Low
92.00
Averages
129.47
High
152.50
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's Financial Performance and Future Outlook
- Significant Revenue Growth: Netflix's sales skyrocketed from $1.3 million in 1998 to over $1.2 billion by 2007, demonstrating the successful expansion of its DVD-by-mail business, which laid the groundwork for its subsequent streaming operations.
- Profitability Improvement: After a loss of $57 million in 2000, Netflix quickly turned profitable, achieving $67 million in profit by 2007, showcasing its early success in controlling customer acquisition costs.
- Surge in R&D Spending: During the streaming era, Netflix's R&D expenses increased tenfold, leading to $8.83 billion in revenue in 2016, but net income was only $187 million, reflecting the immense pressure from infrastructure investments.
- Dramatic Profit Increase: By 2025, Netflix's sales are projected to quintuple while net income is expected to rise 60 times, indicating successful margin enhancement efforts, although recent stock price declines have raised investor concerns about future growth.
See More
Netflix and Oracle Face Market Pressure Amid Valuation Concerns
- Market Capitalization Forecast: Despite predictions that Netflix and Oracle would reach $1 trillion in market capitalization by 2030, Netflix's current market cap stands at $346.9 billion, down 38.6% from its 52-week high, while Oracle's market cap is at $410.4 billion, reflecting a staggering 56.5% decline, indicating vulnerability in both companies' market positions.
- Oracle's Financing Plan: Oracle plans to raise $45 billion to $50 billion by 2026 to support the rapid expansion of its cloud infrastructure, yet it faces significant pressure with $99.98 billion in debt against only $19.24 billion in cash, highlighting its reliance on a limited customer base and capital-intensive spending.
- Netflix Valuation Decline: Netflix's stock has declined due to valuation concerns, currently trading at a forward P/E of 26.3, close to the S&P 500's 23.6, although its high margins and solid growth trajectory make it an attractive investment, supported by strong cash flow for content spending.
- Acquisition Impact Analysis: Netflix's planned acquisition of Warner Bros. Discovery is expected to enhance its content library, yet analysts believe Netflix does not need this deal to succeed, suggesting that the stock remains a buy even if the acquisition does not materialize.
See More
Strategic Significance of Netflix's Warner Bros. Acquisition
- Global Audience Expansion: Netflix's global user base is nearing 1 billion, with original content like 'Stranger Things' and Guillermo del Toro's 'Frankenstein' driving subscriber loyalty, showcasing the company's success in content diversification.
- Introduction of New Entertainment Forms: By incorporating video games and video podcasts, Netflix enriches its content lineup and creates value through partnerships with media partners like Spotify, enhancing user experience.
- Warner Bros. Acquisition Strategy: Netflix plans to operate Warner Bros. independently, anticipating annual cost savings of $2 billion to $3 billion in the coming years, reflecting its strategic vision for content integration and market expansion.
- Rise of Live Events: By engaging in live events like NFL coverage and the 2026 World Baseball Classic, Netflix actively competes for local audiences, aiming to enhance brand influence and solidify its position in the entertainment industry.
See More
Oracle and Netflix Face Investor Pressure Amid Market Concerns
- Oracle's AI Investment Risks: Oracle's spending in artificial intelligence is viewed as borderline reckless, leading to a staggering 56.5% drop in stock price and a market cap of $410.4 billion, raising investor skepticism about its capital-intensive expenditures, especially given its reliance on a limited customer base.
- Negative Cash Flow Impact: In Q2 of fiscal 2026, Oracle reported negative $13.2 billion in free cash flow compared to $9.5 billion a year earlier, indicating a shift from a high-margin cash cow to a capital-intensive burden, causing investor concerns about future growth prospects.
- Netflix's Acquisition Strategy: Netflix's acquisition of Warner Bros. Discovery assets has raised valuation concerns, yet its forward P/E of 26.3 is close to the S&P 500's 23.6, demonstrating strong cash flow support for content spending without reliance on debt.
- Market Uncertainty: While Oracle forecasts OCI revenue of $144 billion by fiscal 2031, its ability to manage its balance sheet remains a critical issue, whereas Netflix continues to excel in content expansion, maintaining its status as a buy despite market fluctuations.
See More
Netflix's Acquisition of Warner Bros. to Accelerate Growth
- Acquisition Strategy: Netflix's plan to acquire Warner Bros. is expected to provide consumers with more choices and greater value while boosting opportunities for creators, demonstrating its commitment to expanding in the entertainment industry.
- Cost Savings Expectations: Netflix anticipates achieving annual cost savings of $2 billion to $3 billion from the acquisition within a few years, which will significantly enhance the company's profitability and shareholder returns.
- Content Library Development: The acquisition of Warner Bros.' content library will provide Netflix with a rich foundation for development, similar to Disney's successful utilization of its key franchises, further strengthening its market competitiveness.
- Diversified Entertainment Forms: Netflix is not only focusing on video content but also enhancing user engagement by introducing diverse entertainment forms such as video games, podcasts, and live events, attracting a broader audience base.
See More
Anthropic Appoints Chris Liddell to Board of Directors
- New Board Member: Anthropic has appointed Chris Liddell to its board, bringing extensive experience as former CFO of Microsoft and Vice Chairman of General Motors, which will provide strategic guidance to the company.
- Relationship with Trump Administration: Liddell's appointment could improve Anthropic's relations with the Trump administration, especially after recent criticisms of the company’s AI stance, demonstrating its adaptability in a complex political landscape.
- Funding and Regulation Support: Anthropic announced a $20 million contribution to Public First Action, backing pro-AI regulation candidates, indicating the company's proactive stance in shaping a favorable policy environment for AI.
- Funding Round and Valuation: The company recently closed a $30 billion funding round, achieving a post-money valuation of $380 billion, reflecting strong market confidence in its AI technologies and providing ample resources for future development and market expansion.
See More
Netflix's Financial Performance and Future Outlook
- Significant Revenue Growth: Netflix's sales skyrocketed from $1.3 million in 1998 to over $1.2 billion by 2007, demonstrating the successful expansion of its DVD-by-mail business, which laid the groundwork for its subsequent streaming operations.
- Profitability Improvement: After a loss of $57 million in 2000, Netflix quickly turned profitable, achieving $67 million in profit by 2007, showcasing its early success in controlling customer acquisition costs.
- Surge in R&D Spending: During the streaming era, Netflix's R&D expenses increased tenfold, leading to $8.83 billion in revenue in 2016, but net income was only $187 million, reflecting the immense pressure from infrastructure investments.
- Dramatic Profit Increase: By 2025, Netflix's sales are projected to quintuple while net income is expected to rise 60 times, indicating successful margin enhancement efforts, although recent stock price declines have raised investor concerns about future growth.
See More
Netflix and Oracle Face Market Pressure Amid Valuation Concerns
- Market Capitalization Forecast: Despite predictions that Netflix and Oracle would reach $1 trillion in market capitalization by 2030, Netflix's current market cap stands at $346.9 billion, down 38.6% from its 52-week high, while Oracle's market cap is at $410.4 billion, reflecting a staggering 56.5% decline, indicating vulnerability in both companies' market positions.
- Oracle's Financing Plan: Oracle plans to raise $45 billion to $50 billion by 2026 to support the rapid expansion of its cloud infrastructure, yet it faces significant pressure with $99.98 billion in debt against only $19.24 billion in cash, highlighting its reliance on a limited customer base and capital-intensive spending.
- Netflix Valuation Decline: Netflix's stock has declined due to valuation concerns, currently trading at a forward P/E of 26.3, close to the S&P 500's 23.6, although its high margins and solid growth trajectory make it an attractive investment, supported by strong cash flow for content spending.
- Acquisition Impact Analysis: Netflix's planned acquisition of Warner Bros. Discovery is expected to enhance its content library, yet analysts believe Netflix does not need this deal to succeed, suggesting that the stock remains a buy even if the acquisition does not materialize.
See More
Strategic Significance of Netflix's Warner Bros. Acquisition
- Global Audience Expansion: Netflix's global user base is nearing 1 billion, with original content like 'Stranger Things' and Guillermo del Toro's 'Frankenstein' driving subscriber loyalty, showcasing the company's success in content diversification.
- Introduction of New Entertainment Forms: By incorporating video games and video podcasts, Netflix enriches its content lineup and creates value through partnerships with media partners like Spotify, enhancing user experience.
- Warner Bros. Acquisition Strategy: Netflix plans to operate Warner Bros. independently, anticipating annual cost savings of $2 billion to $3 billion in the coming years, reflecting its strategic vision for content integration and market expansion.
- Rise of Live Events: By engaging in live events like NFL coverage and the 2026 World Baseball Classic, Netflix actively competes for local audiences, aiming to enhance brand influence and solidify its position in the entertainment industry.
See More
Oracle and Netflix Face Investor Pressure Amid Market Concerns
- Oracle's AI Investment Risks: Oracle's spending in artificial intelligence is viewed as borderline reckless, leading to a staggering 56.5% drop in stock price and a market cap of $410.4 billion, raising investor skepticism about its capital-intensive expenditures, especially given its reliance on a limited customer base.
- Negative Cash Flow Impact: In Q2 of fiscal 2026, Oracle reported negative $13.2 billion in free cash flow compared to $9.5 billion a year earlier, indicating a shift from a high-margin cash cow to a capital-intensive burden, causing investor concerns about future growth prospects.
- Netflix's Acquisition Strategy: Netflix's acquisition of Warner Bros. Discovery assets has raised valuation concerns, yet its forward P/E of 26.3 is close to the S&P 500's 23.6, demonstrating strong cash flow support for content spending without reliance on debt.
- Market Uncertainty: While Oracle forecasts OCI revenue of $144 billion by fiscal 2031, its ability to manage its balance sheet remains a critical issue, whereas Netflix continues to excel in content expansion, maintaining its status as a buy despite market fluctuations.
See More
Netflix's Acquisition of Warner Bros. to Accelerate Growth
- Acquisition Strategy: Netflix's plan to acquire Warner Bros. is expected to provide consumers with more choices and greater value while boosting opportunities for creators, demonstrating its commitment to expanding in the entertainment industry.
- Cost Savings Expectations: Netflix anticipates achieving annual cost savings of $2 billion to $3 billion from the acquisition within a few years, which will significantly enhance the company's profitability and shareholder returns.
- Content Library Development: The acquisition of Warner Bros.' content library will provide Netflix with a rich foundation for development, similar to Disney's successful utilization of its key franchises, further strengthening its market competitiveness.
- Diversified Entertainment Forms: Netflix is not only focusing on video content but also enhancing user engagement by introducing diverse entertainment forms such as video games, podcasts, and live events, attracting a broader audience base.
See More
Anthropic Appoints Chris Liddell to Board of Directors
- New Board Member: Anthropic has appointed Chris Liddell to its board, bringing extensive experience as former CFO of Microsoft and Vice Chairman of General Motors, which will provide strategic guidance to the company.
- Relationship with Trump Administration: Liddell's appointment could improve Anthropic's relations with the Trump administration, especially after recent criticisms of the company’s AI stance, demonstrating its adaptability in a complex political landscape.
- Funding and Regulation Support: Anthropic announced a $20 million contribution to Public First Action, backing pro-AI regulation candidates, indicating the company's proactive stance in shaping a favorable policy environment for AI.
- Funding Round and Valuation: The company recently closed a $30 billion funding round, achieving a post-money valuation of $380 billion, reflecting strong market confidence in its AI technologies and providing ample resources for future development and market expansion.
See More
