Netflix, Inc.
NFLXHIGH VELOCITYFILING INTENSITYNetflix, Inc. reads as an High Velocity (composite 70/100); Transformational Buyer deploying $17M across 1 disclosed transactions, down 99% vs the prior cycle · primary market Media & Education.
Lens
Disclosed M&A capital (2023–2025)
$17M
vs $1.5B in 2020–2022
Disclosed transactions
1
1/3 active fiscal years in window
Buyer archetype
Transformational Buyer
Episodic but very large disclosed transactions drive the profile.
Composite score
70
High Velocity dominates · Filing Intensity
Behavioral posture, nine reads.
Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.
Active Acquirer
Companies actively deploying disclosed capital into M&A
- $1.7B disclosed buyer spend
Buyer Cadence
Buyer-side companies with recent filing activity
- Filed within 33d
- 212 8-Ks
Target Probability
Issuers showing target-side patterns from filings
- 21 activism filings
Spin/Carve
Issuers showing spin-off, carve-out, or sum-of-parts posture
- 21 activism filings
Pressure Watch
Issuers facing activism, governance, or control pressure
- 21 activism filings
- Latest activism 13y ago; heavily discounted
- Shareholder pressure language
Distress Watch
Issuers showing financial-distress filing patterns
- 21 activism filings
Restatement Risk
Issuers with accounting-integrity flags from filings
- 2 auditor changes
- Latest event 14y ago; heavily discounted
Capital Velocity
DominantIssuers with the highest filing-activity intensity
- 212 8-Ks
- 5 form types
Quiet Power
Large issuers with low signal volume and clean disclosure cadence
- Enterprise value $373.5B
- 10-Q 39d ago
- 4 active signals
Capital cadence.
Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.
Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $788M · Peak count: 1
| FY | Disclosed buys | Disclosed spend | Avg ticket | Audited tier |
|---|---|---|---|---|
| 2025 | 1 | $17M | $17M | N/A |
| 2024 | N/A | N/A | N/A | N/A |
| 2023 | N/A | N/A | N/A | N/A |
| 2022 | N/A | $757M | N/A | N/A |
| 2021 | N/A | $788M | N/A | N/A |
| 2020 | N/A | N/A | N/A | N/A |
Strategy posture.
The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.
Archetype mix
- Platform33%
- Horizontal Consolidation33%
- Geographic Expansion33%
Market context.
Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.
Primary market
Media & Education
- Market spend (2023–2025)
- $31.8B
- Market spend (2020–2022)
- $74.8B
- Recent vs prior
- −57%
- Issuer rank in market
- N/A
- Share of market capital
- 0.0%
Valuation positioning
Trading comparables unavailable for this wedge.
Target landscape.
Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.
No qualifying public-issuer targets surfaced from the current signal mix.
Stated target categories
No target categories enumerated in the audited corpus for this issuer.
Filing activity & signal stream.
Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.
Filing cadence
- 10-K (annual)262026-01-23
- 10-Q (quarterly)742026-04-17
- 8-K (event)2122026-04-23
- Proxy / DEF 14A572026-04-16
- Activism (13D / DFAN / PREC)212013-10-22
Signals on file
- elevated
Auditor change
2012-04-102 Item 4.01 filings on file; certifying accountant change.
- elevated
Activism on file
2013-10-2221 activist filings on file (13D, DFAN14A, PREC14A series).
- info
Signal
Serial acquisition history
- info
Signal
10-K strategy themes
- info
Signal
Shareholder pressure
Audited corpus.
No audited record on file for this CIK in the current v6 corpus.
This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.