Simply Wall St. · 12h ago -0.96
Netflix (NFLX) Is Down 5.7% After Cautious Q2 Guide And $25 Billion Buyback Plan - Has The Bull Case Changed?
In recent days, Netflix reported Q1 results that beat expectations but were accompanied by softer Q2 guidance, while also authorizing a US$25.00 billion share repurchase plan and preparing for co‑founder Reed Hastings to leave the board in June. These moves highlight Netflix’s shift from subscriber-led expansion to monetizing a large user base through advertising, pricing power, and capital returns at a time when rivals like Disney are showing strong streaming profitability. Next, we’ll...