{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1034,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-07-18T10:20:29.083898+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"NFLX Stock: The Streaming King Fell 42% — Time to Buy Netflix?","slug":"nflx-stock-the-streaming-king-fell-42-time-to-buy-netflix","published_at":"2026-07-17T12:46:29+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/nflx-stock-the-streaming-king-fell-42-time-to-buy-netflix","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/nflx-stock-the-streaming-king-fell-42-%e2%80%94-time-to-buy-netflix/","audio_url":"https://mcdn.podbean.com/mf/web/rmls3oorcz0q513l/audio_n.mp3","summary":"Netflix (NFLX) Q2 2026 — Netflix (NFLX) reported Q2 2026 revenue of $12.56B, up 13.4% YoY (roughly in line), with EPS of $0.80 (a penny beat) and a 33.4% operating margin. But the stock fell ~8% after hours on soft Q3 guidance (revenue +11.7% to $12.86B, below ~$13B hoped). It maintained FY2026 guidance (revenue $51.0-51.4B, 31.5% operating margin). Split-adjusted, the shares (~$74) sit near their 52-week low, down ~42% from the high (~20% YTD) — cheap by Netflix's own history at ~20x forward, with ad revenue on track to roughly double to ~$3B. Netflix spent years as the market's untouchable darling — and it's now down about 42% from its high, split-adjusted near $74, punished again and again on guidance. Q2 2026 was in line (revenue +13.4% to $12.6B, EPS $0.80, ~33% operating margin), but soft Q3 guidance (+11.7% vs ~$13B hoped) sent it down ~8% after hours. The core fear is deceleration: viewing hours rose just 2%, and Netflix is scaling back viewership disclosure. But this is still the best, most profitable streamer in the world, now trading around 20x forward — cheap by its own 30-40x history — with real levers left: advertising (revenue ~doubling to ~$3B this year, still early), continued price increases, and live/sports/gaming. It's a cash machine now, buying back stock at a 42%-off price. Our owner-earnings work lands fair value near $90 (vs $74), below the Street's ~$106 (65 of 99 analysts rate it Buy). Our call: BUY, 3/5 — a fallen king at a rare discount, if you can stomach a bumpy, show-me growth story. Watch engagement and the ad ramp above all. Not financial advice. THE CALL: BUY (3/5, THE FALLEN STREAMING KING — CHEAP, IF YOU CAN STOMACH SLOWING GROWTH) — base-case value ~$90 vs ~$74 today. What to watch: the advertising business inflecting faster than ex…","meta_description":"Netflix (NFLX) Q2 2026 — Netflix (NFLX) reported Q2 2026 revenue of $12.56B, up 13.4% YoY (roughly in line), with EPS of $0.80 (a penny beat) and a 33.4%…","key_points":[],"chapters":[],"topics":[],"duration_seconds":739,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/nflx-stock-the-streaming-king-fell-42-time-to-buy-netflix/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/nflx-stock-the-streaming-king-fell-42-time-to-buy-netflix.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}