Do You Believe in the Long-Term Growth Potential of Netflix (NFLX)?

1 hour ago 2

Soumya Eswaran

Wed, January 14, 2026 astatine 7:12 AM CST 4 min read

Mar Vista Investment Partners, LLC, an concern absorption company, released its “Mar Vista U.S. Quality Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. US equities experienced a beardown momentum successful 2025 and marked their 2nd consecutive twelvemonth of double-digit gains. The marketplace witnessed 1 of the fastest recoveries pursuing its dip into carnivore territory successful April. Market enactment continued to constrictive arsenic Mega-cap stocks and AI-driven companies dominated the landscape. Against this backdrop, The Mar Vista’s U.S. Quality strategy reported +0.20% net-of-fees gains successful Q4 2025 vs. the Russell 1000® Index’s +2.41% instrumentality and the S&P 500® Index’s +2.65% return. Stock enactment successful the connection services, user discretionary, and financials sectors was favorable to its performance, portion banal enactment successful accusation technology, materials, and healthcare detracted from its performance. The missive besides shared that, successful 2026, markets volition request to onslaught a equilibrium betwixt beardown fundamentals and expanding economical uncertainties. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

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In its fourth-quarter 2025 capitalist letter, Mar Vista U.S. Quality Strategy highlighted stocks specified arsenic Netflix, Inc. (NASDAQ:NFLX). Incorporated successful 1997, Netflix, Inc. (NASDAQ:NFLX) is simply a starring amusement services provider. The one-month instrumentality of Netflix, Inc. (NASDAQ:NFLX) was -4.72%, and its shares gained 6.48% of their worth implicit the past 52 weeks. On January 13, 2026, Netflix, Inc. (NASDAQ:NFLX) banal closed astatine $90.32 per share, with a marketplace capitalization of $382.715 billion.

Mar Vista U.S. Quality Strategy stated the pursuing regarding Netflix, Inc. (NASDAQ:NFLX) successful its 4th fourth 2025 capitalist letter:

"Netflix, Inc. (NASDAQ:NFLX) has built a durable economical moat astir its vertically-integrated, globally-scaled streaming business. As the archetypal institution to found a planetary subscription media level wrong the $500 cardinal TV market, Netflix is present reaping the benefits of its aboriginal leadership. Its march toward planetary dominance has been propelled by important investments successful some exertion and content. The broader media industry, meanwhile, is undergoing a structural translation driven by technology, arsenic the accepted TV bundle fades and bequest media companies scramble to replicate Netflix’s success. However, without planetary scale, the escalating costs of competing successful the contented wars are unsustainable. With much than 300 cardinal members, Netflix enjoys the lowest contented outgo per subscriber successful the industry, an vantage that enables it to profitably outspend rivals and accelerate its competitory flywheel. We expect this borderline to proceed compounding implicit time.