Hold NFLX by Jul 17, 2026.

Netflix had a lot happen in like 36 hours so i'm putting it all together here. Thursday night they drop the Q1 8-K. Revenue $12.25B, a beat. On paper Q1 looks solid, 16% growth and a 32% operating margin. Problem is $2.8B of the profit line is a termination fee from the Warner Bros acquisition Netflix tried to do for $42B that collapsed earlier this month. Take that out and its just a normal quarter. Then Friday the 10-Q lands …