Netflix (NFLX) Sees Growth Amid Competitor Losses and Market Changes

Fundsmith Equity Fund highlighted Netflix, Inc. (NASDAQ: NFLX) as a significant addition in its Q2 2026 investor letter. On July 31, 2026, Netflix shares closed at $71.71, with a market capitalization of $298.59 billion. The company experienced a one-month return of -5.67% and a yearly decline of 38.76%. Fundsmith noted Netflix's content budget of over $17 billion and reported a subscriber increase of 41 million since halting password sharing in 2024, underscoring its competitive advantage as rivals decline. This matters for ordinary investors as it suggests potential recovery for Netflix amidst a shifting streaming landscape.

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