We recently published 10 Stocks Everyone is Discussing Amid Latest Earnings Season. Netflix, Inc. (NASDAQ:NFLX) is one of the stocks everyone is talking about.
Rich Greenfield, co-founder of Lightshed Partners, commented on the stock drop following Netflix Inc’s (NASDAQ:NFLX) results on a recent show on CNBC. The analyst said there is no “collapse here” and there should be no “panic” around Netflix Inc (NASDAQ:NFLX), as the company continues to grow and the stock is a “execution story.” He believes the company’s advertising business is still in its early stages and that the company managed to return to growth with two moves.
“They’re still at a very early stage of their journey. I mean, it’s growing, it’s doubling, but I mean, these are in the scheme of Netflix Inc (NASDAQ:NFLX), Karen, like they’re still small numbers. They need to highlight, you know, that they’re still at an early stage in attracting advertisers, getting more customers or more subscribers, I should say, at the advertising level. You know, this is a multibillion-dollar business, but you know, when you compare it to the scale of other companies in the advertising space, I mean, they’re eclipsed by Metas and Googles, let alone, you know, companies like Disney and Paramount, even CBS and so they are growing rapidly. You know, the level of advertising has certainly – I mean, if we go back in time, the reason they launched advertising is that they failed and the revenue growth was less than 10% and they said, how do we start growing again and it was a combination of launching the advertising level and introducing restrictions on password sharing and those two. “Things have propelled the company from high single-digit revenue growth into the teens. They’ve managed to restore the rapid growth of this company, growing profits, you know, by more than 30% this year. That’s the opportunity to turn it into a very different experience for years to come.”
Macquarie Core Equity Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2025 Investor Letter:
“Netflix, Inc. (NASDAQ:NFLX) offers a subscription streaming service. We expect the company’s growth momentum to continue as content and licensing investments grow at a slower pace, allowing for higher margins over the next two to three years.”
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