NFLX News
R40 coverage for Netflix, Inc. (NFLX).
R40 Coverage
Netflix's Rule of 40 Fell 32 Points in a Quarter. The Margin It Actually Steers On Went Up.
Netflix scored 57.77 on the Rule of 40 for the March quarter and 25.51 for the June quarter. Over the same two quarters its operating margin rose from 32.3% to 33.4% and management guided the September quarter to 33.2% against 28.2% a year earlier. On a trailing-twelve-month basis the score moved three points, not thirty-two. The gap between those two numbers is the article.
Netflix Q2 2026: The Numbers Were Fine — the Disclosure Cut Wasn't. Stock Hits 52-Week Low
Netflix beat EPS, beat margin guidance, and bought back a record $4.7B of stock — then fell 9% because it announced its engagement report is going from twice a year to once. We unpack the 'trust gap' driving the reaction.
Netflix Hits 52-Week Low at $79 as Warner Bros Deal Drama Drags On
Netflix stock dropped 42% from its June 2025 peak, hitting fresh 52-week lows near $79. The culprit isn't the business — it's the $83B Warner Bros Discovery acquisition and everything that comes with it.