Part 09The first bill
Meta rose 18% and Advanced Micro Devices rose 33%, while Booking Holdings fell 18%, Expedia 11%, Intuit 16%, Netflix 14%, Comcast 19%, Planet Fitness 17% and Bank of America 14%.
Habit Was the Moat. Agents Are Draining It.Company · NFLX
Netflix
Netflix is named in 2 Parts of The Buildout, most recently Part 9: Habit Was the Moat. Agents Are Draining It..
Market snapshot
NFLX on NASDAQ
Financial Modeling Prep, as of Oct 21, 2026, 4:00 p.m. ET. Delayed quotes.
- Price
- $65.04
- −3.65 (−5.31%) today
- Market cap
- $270.8B
- P/E (trailing)
- 18.5
- Next earnings
- Jan 19, 2027
- Exchange
- NASDAQ
Analysis and opinion, not investment advice.
In The Buildout
Where Netflix appears.
One line per story, from the story itself.
Part 09Habit is not a moat
Walker expects a small effect at Netflix, whose customers watch a lot, and a large one at Peacock, where many joined for an Olympics and forgot.
Habit Was the Moat. Agents Are Draining It.Part 04Arithmetic sets the test
It equals 19 times Netflix’s revenue and 1.6 times the entire American communications industry, the distance those businesses took decades to cover.
AI Spending Has Met Its First Real Bill
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Follow Netflix: one email when a test on Netflix resolves or a new Part names it.
Analysis and opinion, not investment advice. Figures are as of the dates cited in each story.