Said on Nov 5, 2025, at 20:39 in the video.
“I expect the earnings per share growth to grow above 25% over the next 3 years. Netflix will be one of the fastest EPS growing companies in the market.”Not verifiable: target not a price. The target was recorded as a percentage (a growth rate, a return or a multiple), not as a price of NFLX.
30 days
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90 days
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180 days
Not verifiable
1 year
Not verifiable
NFLX closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.
| Window | Result | At the start | At the end | Change | Benchmark |
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| 30 daysR-PT v4 | Not verifiable | — | — | — | — |
| 90 daysR-PT v4 | Not verifiable | — | — | — | — |
| 180 daysR-PT v4 | Not verifiable | — | — | — | — |
| 1 yearR-PT v4 | Not verifiable | — | — | — | — |
| 3 yearsR-PT v4 | Not verifiable | — | — | — | — |
| 5 yearsR-PT v4 | Not verifiable | — | — | — | — |
| Stated deadlineR-PT v4 | Not verifiable | — | — | — | — |
Not verifiable: target not a price. The target was recorded as a percentage (a growth rate, a return or a multiple), not as a price of NFLX.
Not verifiable: target not a price. The target was recorded as a percentage (a growth rate, a return or a multiple), not as a price of NFLX.
Not verifiable: target not a price. The target was recorded as a percentage (a growth rate, a return or a multiple), not as a price of NFLX.
Not verifiable: target not a price. The target was recorded as a percentage (a growth rate, a return or a multiple), not as a price of NFLX.
Not verifiable: target not a price. The target was recorded as a percentage (a growth rate, a return or a multiple), not as a price of NFLX.
Not verifiable: target not a price. The target was recorded as a percentage (a growth rate, a return or a multiple), not as a price of NFLX.
Not verifiable: target not a price. The target was recorded as a percentage (a growth rate, a return or a multiple), not as a price of NFLX.
operating margins of around 50%. That seems crazy. Now, Netflix with 50% operating margins, but they have a clear path to get there. They have incredible levels of operating leverage. Companies that create content scale incredibly well. If you have a company that has that level of operating leverage, you're also going to see exponential earnings per share growth. The earnings per share grew by 35% year-over-year. And that's with this last quarter having a one-time substantial tax hit. It'd be even faster without that. I expect the earnings per share growth to grow above 25% over the next 3 years. Netflix will be one of the fastest EPS growing companies in the market. Then we get to how all of this translates to pure free cash flow. The best estimate of how much money a company's actually making. Netflix is one of the least dilutive free cash flow companies you could buy. With only a tiny amount, $300 million of stockbased compared to $9 billion of free cash flow. And Netflix is growing its free cash flow at an incredibly fast pace. 26% year-over-year. In 2025, they're guiding for $9 billion in free cash flow, a notable step up of 7 billion just a year ago. But it doesn't end there.
What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.
Joseph CarlsonNFLXwill fall to $70.00
“I think that Netflix is a buy today right now. But I want to warn investors that this is a highly volatile company and this could go much lower. I could see on the low end, in fact, I could I could really see it happen where Netflix trades all the way down to around $70 per share.”
Jan 14, 2026 · after 180 days
Joseph CarlsonNFLXwill rise
“the financials should support massive share price increases over the next 5 years. For me, it's worth buying.”
Nov 5, 2025 · after 180 days
Joseph CarlsonNFLX— no direction stated
“By the end of 2026, I believe that Netflix will have around $14 billion in free cash flow generated based on the operating leverage, based on the growth of this company.”
Nov 5, 2025 · after 1 year
Joseph CarlsonNFLXwill rise
“In fact, I believe by 2031, so around 5 years from now, this will be about double. We'll see operating margins of around 50%.”
Nov 5, 2025 · after 1 year
Joseph CarlsonNFLXwill rise
“The revenue should continue to grow between 14 to 16% throughout 2026, another entire year of the same speed of revenue growth. That is my estimate for this company.”
Nov 5, 2025 · after 1 year
Joseph CarlsonNFLXwill rise
“I believe that Netflix is not overvalued. I've studied this company for a long period of time and I still believe there's far more to come that's not being priced in for Netflix.”
Nov 5, 2025 · after 180 days