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Author: tecmo ⎊  😊 😞
Number: of 203 
Subject: Netflix
Date: 04/17/2025 6:26 PM
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No. of Recommendations: 6
Netflix announced earnings and indicated they feel confident in hitting $43.5B - $44.B in revenue for the year. Makes for a nice comp for YouTube.

Revenue Forecast : $44B (mid point)
Market Cap : $430B (up nearly 3% after hours)

Multiple : 9.7x

YouTube did $36.1B in the last 12 months, if we push growth of 25% through the business we might expect a similar revenue target of $44B to $45B, and presumably a similar valuation... (we don't know profit margins for YouTube, but it is growing more quickly than NFLX)

tecmo
...

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Author: tecmo ⎊  😊 😞
Number: of 203 
Subject: Re: Netflix
Date: 04/28/2025 9:56 AM
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No. of Recommendations: 8
Here is a comparison of NetFlix and Youtube

          Netflix     Youtube
Q1        $10.54B      $ 8.93B
Q4        $10.25B      $10.47B
Q3        $ 9.82B      $ 8.92B
Q2        $ 9.56B      $ 8.66B
          -------      -------
          $40.17B      $36.98B

Multiple    11.5x        11.5x?
Value       $464B        $425B?
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