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What Has The Market Missed In Netflix Stock’s Drop?

Trefis | Oct 19, 2026 8:00 AM EDT

Stock buyers may be betting on a strategic shift at Netflix (NFLX). Management no longer spends whatever it takes on new shows, opting instead to let content spending grow more slowly than sales. Yet the market has not rewarded this discipline. The stock lost 41.4% over the past twelve months, while the S&P 500 returned […]

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