Sep. 7 at 1:54 PM
$NFLX This is not financial advice, and only for 100% entertainment value.......
**Why I’m Bullish on NFLX From Here**
At around
$78, I believe Netflix is significantly more attractive than the recent selloff suggests.
Netflix generated approximately **
$45.2 billion in revenue in 2025**, up nearly 16% from 2024. In Q2 2026 alone, revenue reached about **
$12.6 billion, up 13.4% year over year**, while operating income reached roughly
$4.2 billion. Netflix is guiding toward **
$51.0–
$51.4 billion of revenue for 2026**, representing another 13%–14% year-over-year increase.
But the part I find particularly interesting is **advertising**.
Netflix expects advertising revenue to roughly **double to approximately
$3 billion in 2026**. That is a rapidly growing revenue stream being added on top of an already massive subscription business. Netflix is also expanding its advertising footprint, with additional markets planned for 2027.
Then there's the **share buyback story**.