{
  "generatedAt": "2026-10-08T17:44:57Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "company",
  "slug": "netflix",
  "name": "Netflix",
  "ticker": "NFLX",
  "url": "https://deepstack.ltd/companies/netflix/",
  "api": "https://deepstack.ltd/api/v1/entities/companies/netflix.json",
  "summary": "Netflix appears in Part 4, Part 9 of The Buildout. Part 4: AI Spending Has Met Its First Real Bill; Part 9: Habit Was the Moat. Agents Are Draining It..",
  "parts": [
    {
      "part": 4,
      "headline": "AI Spending Has Met Its First Real Bill",
      "url": "https://deepstack.ltd/stories/the-market-stops-paying-for-faith/"
    },
    {
      "part": 9,
      "headline": "Habit Was the Moat. Agents Are Draining It.",
      "url": "https://deepstack.ltd/stories/habit-was-the-moat/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 4,
      "section": "Arithmetic sets the test",
      "excerpt": "It equals 19 times Netflix’s revenue and 1.6 times the entire American communications industry, the distance those businesses took decades to cover.",
      "url": "https://deepstack.ltd/stories/the-market-stops-paying-for-faith/"
    },
    {
      "part": 9,
      "section": "The first bill",
      "excerpt": "Meta rose 18% and Advanced Micro Devices rose 33%, while Booking Holdings fell 18%, Expedia 11%, Intuit 16%, Netflix 14%, Comcast 19%, Planet Fitness 17% and Bank of America 14%.",
      "url": "https://deepstack.ltd/stories/habit-was-the-moat/"
    },
    {
      "part": 9,
      "section": "Habit is not a moat",
      "excerpt": "Walker expects a small effect at Netflix, whose customers watch a lot, and a large one at Peacock, where many joined for an Olympics and forgot.",
      "url": "https://deepstack.ltd/stories/habit-was-the-moat/"
    }
  ],
  "sides": [],
  "coverage": {
    "creators": 51,
    "claims": 222,
    "texts": 128,
    "asOf": "2026-10-08"
  },
  "lastUpdated": "2026-10-08",
  "market": {
    "price": 71.06,
    "change": 1.36,
    "changePercent": 1.9512,
    "marketCap": 295889576329,
    "pe": 22,
    "nextEarnings": "2026-10-20",
    "exchange": "NASDAQ",
    "currency": "USD",
    "asOf": "2026-10-08T14:30:53.000Z",
    "source": "Financial Modeling Prep",
    "sourceUrl": "https://financialmodelingprep.com",
    "note": "Delayed quotes."
  }
}