Netflix (NASDAQ:NFLX) has been repriced as revenue growth slows, but the underlying business is moving in the opposite direction. Operating profit is growing above 20%, margins are expanding, and free cash flow is supporting additional buybacks. The question is whether earnings can keep compounding faster than sales.
Stock prices used were the market prices of Aug. 21, 2026. The video was published on Sept. 3, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
