2026 Q2 - tulosraportti
84 päivää sitten
‧36 min
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
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| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 20.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 16.7. | ||
Vuosittainen yhtiökokous 2026 4.6. | ||
2026 Q1 - tulosraportti 16.4. | ||
2025 Q4 - tulosraportti 20.1. | ||
2025 Q3 - tulosraportti 21.10.2025 |
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
·13 t sittenIt seems many misunderstand what Netflix is doing with advertising. They are not increasing the price of the current subscription to avoid ads. They are adding a new and cheaper subscription for those who are willing to watch ads. The existing ad-free subscriptions continue, while the ad tier gives Netflix the opportunity to reach more price-sensitive customers while getting advertising revenue from these users. To me, this is actually positive for Netflix. They get yet another revenue model without all existing customers being forced over to ads.- ·1 päivä sittenNetflix has over 325 million paying members, but believes itself that there is still room for further member growth. Revenue was $12.56 bln. in Q2 2026, and the company says financial development remains solid and on track with the annual plan. One of the biggest opportunities is advertising. Netflix expects around $3 bln. in ad revenue in 2026, while this business is still relatively young. This means Netflix can earn significantly more from the existing user base without depending on explosive subscriber growth. Margins are also an important point. Netflix has gone from approximately 5% operating margin ten years ago to nearly 30%, while revenue has grown by around 18% annually on average since 2016. This is not a company where costs simply outrun revenues. Netflix has furthermore become free-cash-flow-positive and states itself that the ongoing business no longer needs external financing. Excess capital can be used for new content, strategic investments and share buybacks. Furthermore, they have more growth engines than traditional series and movies: ads, live sports/live events, gaming, price increases and further international growth. The NFL initiative additionally gives Netflix attractive live-streamed events that can strengthen both engagement and the advertising business. It is also worth remembering the scale of distribution. Netflix operates in over 190 countries. When they find a major hit, it can be distributed globally through an already established platform without distribution costs increasing correspondingly. The stock has at the same time fallen sharply from the peak. That does not automatically mean it is cheap, but when the price falls far more than the underlying business weakens, the risk/reward can become substantially better. Risk exists of course. Growth is maturing, competition from among others YouTube and Disney is strong, and the market expects a lot from Netflix. The Q3 guidance also came in slightly below Wall Street expectations. This is therefore not a risk-free case. But it is precisely the difference between weak stock price and weak business I believe the market may underestimate. Netflix generates high revenue, strong margins and cash flow, has over 325 million paying members and is building new revenue streams. Therefore I am DCAing while the stock is under pressure. I do not need to hit the bottom. If Netflix continues to deliver on revenue, margins, cash flow and ads, I believe today's weakness can provide substantial upside over the coming years. The Q3 result on October 20 will be the next important data point.
·2 päivää sittenEast of Eden is brutally good.It will take more than one series to lift that stock. I think that especially many Americans are saving and cutting to the bone and dropping streaming due to increased living costs.- ·2.10.I continue to DCA into Netflix. Not because I expect the stock to turn around tomorrow, but because I still believe the long-term case is intact. Netflix has a massive global position, strong profitability, good margins and significant free cash flow. At the same time, they still have several growth engines ahead of them. The advertising business is still early in its development, live/sports opens up new opportunities, and internationally Netflix still has great potential. There is, of course, risk. Engagement, especially in the US, must be monitored closely, and growth could slow down. But I distinguish between a stock that has fallen a lot and a company where fundamentals have collapsed. For now, I do not believe the latter has happened to Netflix. For me, DCA now is about exploiting negative sentiment as long as the company continues to deliver on revenues, margins and cash flow. Should the fundamental numbers begin to weaken significantly, the case must be reassessed. I am not trying to hit the bottom. I am building the position gradually while the price is significantly lower than before, and letting the coming quarters show whether the market or the case is right.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
84 päivää sitten
‧36 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·13 t sittenIt seems many misunderstand what Netflix is doing with advertising. They are not increasing the price of the current subscription to avoid ads. They are adding a new and cheaper subscription for those who are willing to watch ads. The existing ad-free subscriptions continue, while the ad tier gives Netflix the opportunity to reach more price-sensitive customers while getting advertising revenue from these users. To me, this is actually positive for Netflix. They get yet another revenue model without all existing customers being forced over to ads.
- ·1 päivä sittenNetflix has over 325 million paying members, but believes itself that there is still room for further member growth. Revenue was $12.56 bln. in Q2 2026, and the company says financial development remains solid and on track with the annual plan. One of the biggest opportunities is advertising. Netflix expects around $3 bln. in ad revenue in 2026, while this business is still relatively young. This means Netflix can earn significantly more from the existing user base without depending on explosive subscriber growth. Margins are also an important point. Netflix has gone from approximately 5% operating margin ten years ago to nearly 30%, while revenue has grown by around 18% annually on average since 2016. This is not a company where costs simply outrun revenues. Netflix has furthermore become free-cash-flow-positive and states itself that the ongoing business no longer needs external financing. Excess capital can be used for new content, strategic investments and share buybacks. Furthermore, they have more growth engines than traditional series and movies: ads, live sports/live events, gaming, price increases and further international growth. The NFL initiative additionally gives Netflix attractive live-streamed events that can strengthen both engagement and the advertising business. It is also worth remembering the scale of distribution. Netflix operates in over 190 countries. When they find a major hit, it can be distributed globally through an already established platform without distribution costs increasing correspondingly. The stock has at the same time fallen sharply from the peak. That does not automatically mean it is cheap, but when the price falls far more than the underlying business weakens, the risk/reward can become substantially better. Risk exists of course. Growth is maturing, competition from among others YouTube and Disney is strong, and the market expects a lot from Netflix. The Q3 guidance also came in slightly below Wall Street expectations. This is therefore not a risk-free case. But it is precisely the difference between weak stock price and weak business I believe the market may underestimate. Netflix generates high revenue, strong margins and cash flow, has over 325 million paying members and is building new revenue streams. Therefore I am DCAing while the stock is under pressure. I do not need to hit the bottom. If Netflix continues to deliver on revenue, margins, cash flow and ads, I believe today's weakness can provide substantial upside over the coming years. The Q3 result on October 20 will be the next important data point.
- ·2 päivää sittenEast of Eden is brutally good.It will take more than one series to lift that stock. I think that especially many Americans are saving and cutting to the bone and dropping streaming due to increased living costs.
- ·2.10.I continue to DCA into Netflix. Not because I expect the stock to turn around tomorrow, but because I still believe the long-term case is intact. Netflix has a massive global position, strong profitability, good margins and significant free cash flow. At the same time, they still have several growth engines ahead of them. The advertising business is still early in its development, live/sports opens up new opportunities, and internationally Netflix still has great potential. There is, of course, risk. Engagement, especially in the US, must be monitored closely, and growth could slow down. But I distinguish between a stock that has fallen a lot and a company where fundamentals have collapsed. For now, I do not believe the latter has happened to Netflix. For me, DCA now is about exploiting negative sentiment as long as the company continues to deliver on revenues, margins and cash flow. Should the fundamental numbers begin to weaken significantly, the case must be reassessed. I am not trying to hit the bottom. I am building the position gradually while the price is significantly lower than before, and letting the coming quarters show whether the market or the case is right.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 20.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 16.7. | ||
Vuosittainen yhtiökokous 2026 4.6. | ||
2026 Q1 - tulosraportti 16.4. | ||
2025 Q4 - tulosraportti 20.1. | ||
2025 Q3 - tulosraportti 21.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
84 päivää sitten
‧36 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 20.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 16.7. | ||
Vuosittainen yhtiökokous 2026 4.6. | ||
2026 Q1 - tulosraportti 16.4. | ||
2025 Q4 - tulosraportti 20.1. | ||
2025 Q3 - tulosraportti 21.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·13 t sittenIt seems many misunderstand what Netflix is doing with advertising. They are not increasing the price of the current subscription to avoid ads. They are adding a new and cheaper subscription for those who are willing to watch ads. The existing ad-free subscriptions continue, while the ad tier gives Netflix the opportunity to reach more price-sensitive customers while getting advertising revenue from these users. To me, this is actually positive for Netflix. They get yet another revenue model without all existing customers being forced over to ads.
- ·1 päivä sittenNetflix has over 325 million paying members, but believes itself that there is still room for further member growth. Revenue was $12.56 bln. in Q2 2026, and the company says financial development remains solid and on track with the annual plan. One of the biggest opportunities is advertising. Netflix expects around $3 bln. in ad revenue in 2026, while this business is still relatively young. This means Netflix can earn significantly more from the existing user base without depending on explosive subscriber growth. Margins are also an important point. Netflix has gone from approximately 5% operating margin ten years ago to nearly 30%, while revenue has grown by around 18% annually on average since 2016. This is not a company where costs simply outrun revenues. Netflix has furthermore become free-cash-flow-positive and states itself that the ongoing business no longer needs external financing. Excess capital can be used for new content, strategic investments and share buybacks. Furthermore, they have more growth engines than traditional series and movies: ads, live sports/live events, gaming, price increases and further international growth. The NFL initiative additionally gives Netflix attractive live-streamed events that can strengthen both engagement and the advertising business. It is also worth remembering the scale of distribution. Netflix operates in over 190 countries. When they find a major hit, it can be distributed globally through an already established platform without distribution costs increasing correspondingly. The stock has at the same time fallen sharply from the peak. That does not automatically mean it is cheap, but when the price falls far more than the underlying business weakens, the risk/reward can become substantially better. Risk exists of course. Growth is maturing, competition from among others YouTube and Disney is strong, and the market expects a lot from Netflix. The Q3 guidance also came in slightly below Wall Street expectations. This is therefore not a risk-free case. But it is precisely the difference between weak stock price and weak business I believe the market may underestimate. Netflix generates high revenue, strong margins and cash flow, has over 325 million paying members and is building new revenue streams. Therefore I am DCAing while the stock is under pressure. I do not need to hit the bottom. If Netflix continues to deliver on revenue, margins, cash flow and ads, I believe today's weakness can provide substantial upside over the coming years. The Q3 result on October 20 will be the next important data point.
- ·2 päivää sittenEast of Eden is brutally good.It will take more than one series to lift that stock. I think that especially many Americans are saving and cutting to the bone and dropping streaming due to increased living costs.
- ·2.10.I continue to DCA into Netflix. Not because I expect the stock to turn around tomorrow, but because I still believe the long-term case is intact. Netflix has a massive global position, strong profitability, good margins and significant free cash flow. At the same time, they still have several growth engines ahead of them. The advertising business is still early in its development, live/sports opens up new opportunities, and internationally Netflix still has great potential. There is, of course, risk. Engagement, especially in the US, must be monitored closely, and growth could slow down. But I distinguish between a stock that has fallen a lot and a company where fundamentals have collapsed. For now, I do not believe the latter has happened to Netflix. For me, DCA now is about exploiting negative sentiment as long as the company continues to deliver on revenues, margins and cash flow. Should the fundamental numbers begin to weaken significantly, the case must be reassessed. I am not trying to hit the bottom. I am building the position gradually while the price is significantly lower than before, and letting the coming quarters show whether the market or the case is right.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt