Netflix raised prices again. How long can that keep working?
Netflix members watched 97 billion hours in the first half of 2026 — about 2% more than a year earlier. Over the same six months revenue rose about 15%. This video works out where that gap comes from, how far the price ladder can stretch, and why the share price fell 37% while the accounts improved.
This is not investment advice. This video is for educational purposes.
⏱ Chapters:
0:00 Intro — flat viewing, +15% revenue
0:56 What does Netflix do?
1:39 The real story — Netflix stopped growing by being watched more
2:17 The ads business, in proportion
3:08 The $2.8 billion Netflix earned from a deal it lost
4:03 Financials — recent years
4:54 Historic price & valuation
5:58 Comparison with peers — DIS, SPOT, WBD
6:59 What Wall Street expects — forward estimates
7:52 Flash AI quality score — 8.6/10
8:42 Flash AI five-year scenarios — low, base, high
9:38 Conclusion — is Netflix worth it?
Which company should we look at next? Leave a comment.
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