For much of 2025, shares of streaming pioneer Netflix ( NFLX +0.28%) were on a roll. Up until mid-November, the stock had gained roughly 25% -- beating both the S&P 500 and Nasdaq Composite through that period.

Netflix plans to invest $1 billion to transform the 292-acre former US Army installation into a premier East Coast production hub.

As 2026 progresses – with advertising on the rise, live sports gaining traction, a significant Warner deal in the works, and new experiential initiatives

Today, Jan. 13, 2026, analysts clash over Netflix's content spend, merger ambitions, and what really matters ahead of earnings.