Netflix Post-Earnings Options Activity Highlights Significant Put Hedge and Call Interest - To The Moon

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- Option Focus | Netflix Options Price in an 8% Post-Earnings Move; Block Trades Target $80 Calls While Large $70 Put Hedge Emerges
  07-16 15:47
- GehlotGehlot
  ·07-17 05:56
  $Netflix(NFLX)$ $NFLX: Mixed Earnings, Slower Growth, Bigger Questions: * $NFLX dropped around 8% after a disappointing quarter. * Management said engagement remains healthy but stopped reporting engagement metrics, reducing transparency much like when subscriber numbers were removed. * EPS beat estimates by just $0.01, while revenue missed expectations. * The company also missed Wall Street’s Q3 and FY2026 forecasts for revenue growth, operating margins, operating income, and free cash flow. * Free cash flow missed estimates by roughly $600 million, raising concerns about capital efficiency. * Growth slowed compared with Q2 2025, while operating margins declined, suggesting higher spending is producing slower year-over-year growth. *
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- GehlotGehlot
  ·07-17 05:56
  $Netflix(NFLX)$ $NFLX: Mixed Earnings, Slower Growth, Bigger Questions: * $NFLX dropped around 8% after a disappointing quarter. * Management said engagement remains healthy but stopped reporting engagement metrics, reducing transparency much like when subscriber numbers were removed. * EPS beat estimates by just $0.01, while revenue missed expectations. * The company also missed Wall Street’s Q3 and FY2026 forecasts for revenue growth, operating margins, operating income, and free cash flow. * Free cash flow missed estimates by roughly $600 million, raising concerns about capital efficiency. * Growth slowed compared with Q2 2025, while operating margins declined, suggesting higher spending is producing slower year-over-year growth. *
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