[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-chamath-netflix-is-a-dormant-subscription-and-14b-of-debt-built-its-library-ES":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":256,"relatedPosts":263,"suggestedPosts":342},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":234,"featuredImageMetadata":235,"author":238,"editor":244,"categories":247,"relatedPosts":253,"seo":254},142553,"Chamath: Netflix es \"una suscripción dormida\", y $14B de deuda construyeron su biblioteca","2026-10-26T14:07:19","2026-10-26T14:07:20","\u003Cp>La deuda es lo de menos\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">Conclusiones clave\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Netflix cayó tras su informe del 20 de octubre, cuando dio previsiones de ingresos del cuarto trimestre por debajo de las estimaciones de Wall Street y recortó su pronóstico de ingresos por publicidad para 2026 a unos $2.700 millones desde $3.000 millones.\u003C\u002Fli>\n\n\n\n\u003Cli>Chamath Palihapitiya calificó a Netflix como \"una suscripción inactiva\" y dijo que $14.000 millones de deuda financiaron su biblioteca de contenido, mientras que YouTube de Alphabet obtiene su contenido de forma barata.\u003C\u002Fli>\n\n\n\n\u003Cli>La deuda de Netflix es manejable: terminó septiembre con $15.300 millones de deuda bruta y $8.200 millones de efectivo, y espera unos $12.000 millones de flujo de caja libre este año.\u003C\u002Fli>\n\n\n\n\u003Cli>El riesgo mayor es la factura de contenido de Netflix de unos $20.000 millones este año, que paga antes de que nadie vea nada, mientras que YouTube paga a los creadores un porcentaje de los ingresos después de que estos se generan.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Netflix (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=32012&tid=2633241\">NFLX\u003C\u002Fa>)\u003C\u002Fstrong> cayó tras su informe del tercer trimestre el martes 20 de octubre, cuando dio previsiones de ingresos y margen operativo del cuarto trimestre por debajo de las estimaciones de Wall Street. La acción ya había caído un 26% en 2026 hasta ese momento.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Los ingresos aumentaron un 11,8% respecto al año anterior hasta $12.870 millones, el cuarto trimestre consecutivo de crecimiento más lento. Netflix también \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fnetflix-nflx-stock-drops-after-q3-earnings-ad-forecast-cut\">recortó su pronóstico de ingresos por publicidad para 2026\u003C\u002Fa> a unos $2.700 millones desde $3.000 millones.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Chamath Palihapitiya, el fundador de Social Capital, tuvo una lectura más contundente \u003Ca href=\"https:\u002F\u002Fx.com\u002Fchamath\u002Fstatus\u002F2112585239105347838\">en X\u003C\u002Fa>:\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\"Veo algo en YouTube todos los días. Netflix es una suscripción inactiva para mí\".\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Y una suscripción inactiva es del tipo que se cancela.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Su argumento va más allá de sus propios hábitos de visualización. \u003Cstrong>Alphabet (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=29096&tid=260152426\">GOOG\u003C\u002Fa>)\u003C\u002Fstrong> obtiene los videos de YouTube de los creadores, mientras que Netflix paga por los suyos: \"YouTube tiene costos de creación de contenido muy bajos. Netflix tiene $14.000 millones de deuda que ha financiado su biblioteca de contenido\". Lo llamó una posible \"lección en los pasillos del desajuste entre activos y pasivos\".\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>TIKR sigue a 52 analistas sobre Netflix. ¿Cuántos dicen \"Comprar\"?\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Vea el desglose completo de las calificaciones de Compra, Mantener y Vender sobre Netflix, junto con las estimaciones de ingresos y ganancias de Wall Street, todo en un solo lugar. Más de 500.000 inversores usan TIKR para investigar acciones como esta. \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">Vea las Calificaciones de los Analistas de Netflix\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-debt-is-the-easy-part\" class=\"wp-block-heading\">La deuda es la parte fácil\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Los $14.000 millones de Palihapitiya coinciden con los $14.500 millones de deuda en el balance de Netflix a finales de 2025. La cifra de deuda total de TIKR también incluye arrendamientos, por lo que es un poco más alta. Además, apenas se ha movido, manteniéndose entre $16.900 millones y $18.100 millones cada año desde 2021.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-21_i05ba31d647_NFLX_total_debt_2021-2025\u002F2026-10-21_i05ba31d647_NFLX_total_debt_2021-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792592585\u002Fimages\u002F2026-10-21_i05ba31d647_NFLX_total_debt_2021-2025\u002F2026-10-21_i05ba31d647_NFLX_total_debt_2021-2025.png?_i=AA\" alt=\"Gráfico de barras de TIKR de la deuda total de Netflix, $ miles de millones, ejercicio fiscal 2021–2025.\" class=\"wp-post-142553 wp-image-142550\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792592585\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792592585\u002Fimages\u002F2026-10-21_i05ba31d647_NFLX_total_debt_2021-2025\u002F2026-10-21_i05ba31d647_NFLX_total_debt_2021-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792592585\u002Fimages\u002F2026-10-21_i05ba31d647_NFLX_total_debt_2021-2025\u002F2026-10-21_i05ba31d647_NFLX_total_debt_2021-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792592585\u002Fimages\u002F2026-10-21_i05ba31d647_NFLX_total_debt_2021-2025\u002F2026-10-21_i05ba31d647_NFLX_total_debt_2021-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792592585\u002Fimages\u002F2026-10-21_i05ba31d647_NFLX_total_debt_2021-2025\u002F2026-10-21_i05ba31d647_NFLX_total_debt_2021-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792592585\u002Fimages\u002F2026-10-21_i05ba31d647_NFLX_total_debt_2021-2025\u002F2026-10-21_i05ba31d647_NFLX_total_debt_2021-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Netflix (NFLX): deuda total, $ miles de millones, ejercicio fiscal 2021–2025 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Así que la mayor parte de ese endeudamiento ocurrió para 2021, cuando el flujo de caja libre de Netflix todavía era ligeramente negativo. Desde entonces, Netflix ha refinanciado principalmente su deuda. En el tercer trimestre vendió $1.000 millones en bonos para pagar $1.000 millones que vencen en el cuarto.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Mientras tanto, el flujo de caja libre pasó de ser ligeramente negativo en 2021 a $9.500 millones en 2025…\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-21_i05ba31d647_NFLX_fcf_2021-2025\u002F2026-10-21_i05ba31d647_NFLX_fcf_2021-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792592578\u002Fimages\u002F2026-10-21_i05ba31d647_NFLX_fcf_2021-2025\u002F2026-10-21_i05ba31d647_NFLX_fcf_2021-2025.png?_i=AA\" alt=\"Gráfico de barras de TIKR del flujo de caja libre de Netflix, $ miles de millones, ejercicio fiscal 2021–2025.\" class=\"wp-post-142553 wp-image-142551\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792592578\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792592578\u002Fimages\u002F2026-10-21_i05ba31d647_NFLX_fcf_2021-2025\u002F2026-10-21_i05ba31d647_NFLX_fcf_2021-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792592578\u002Fimages\u002F2026-10-21_i05ba31d647_NFLX_fcf_2021-2025\u002F2026-10-21_i05ba31d647_NFLX_fcf_2021-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792592578\u002Fimages\u002F2026-10-21_i05ba31d647_NFLX_fcf_2021-2025\u002F2026-10-21_i05ba31d647_NFLX_fcf_2021-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792592578\u002Fimages\u002F2026-10-21_i05ba31d647_NFLX_fcf_2021-2025\u002F2026-10-21_i05ba31d647_NFLX_fcf_2021-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792592578\u002Fimages\u002F2026-10-21_i05ba31d647_NFLX_fcf_2021-2025\u002F2026-10-21_i05ba31d647_NFLX_fcf_2021-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Netflix (NFLX): flujo de caja libre, $ miles de millones, ejercicio fiscal 2021–2025 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">…y Netflix espera unos $12.000 millones este año. Eso es una reducción desde $12.500 millones debido a una operación inmobiliaria que espera cerrar en el cuarto trimestre.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Netflix terminó septiembre con $15.300 millones de deuda bruta y $8.200 millones de efectivo. Eso deja unos $7.100 millones de deuda neta, menos de un año de flujo de caja libre. También gastó $4.800 millones en recomprar acciones en el tercer trimestre, su mayor trimestre de recompra de acciones de la historia. Eso difícilmente es cómo se comporta una empresa preocupada por sus prestamistas.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-netflix-pays-for-its-shows-before-anyone-watches\" class=\"wp-block-heading\">Netflix paga por sus programas antes de que nadie los vea\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El desajuste de Palihapitiya es real, y reside en los contratos de contenido de Netflix.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Netflix espera gastar unos $20.000 millones en contenido en 2026. \u003Ca href=\"https:\u002F\u002Fwww.sec.gov\u002FArchives\u002Fedgar\u002Fdata\u002F0001065280\u002F000106528026000212\u002Fnflx-20260630.htm\">Según su informe trimestral\u003C\u002Fa>, a finales de junio se había comprometido a $25.100 millones en pagos de contenido, con $11.900 millones vencidos en el plazo de un año. Esa es una factura fija mayor que su deuda, y Netflix se compromete a ella antes de que un programa haya demostrado nada.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">El contenido de YouTube tampoco es gratis: el brazo de video de Alphabet dice que pagó más de $100.000 millones a creadores, artistas y empresas de medios desde 2022 hasta 2025. Pero YouTube paga una parte de lo que ganan los videos (\u003Ca href=\"https:\u002F\u002Fwww.youtube.com\u002Fhowyoutubeworks\u002Fyoutubes-impact\u002F\">55% de los ingresos por publicidad y suscripción\u003C\u002Fa> en su Programa de Socios), y solo después de que los generan. Si los espectadores se alejan, la factura de contenido de YouTube se reduce junto con sus ingresos. Netflix todavía debe por los programas que ya ha encargado.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La propia solución de Netflix requiere aún más dinero por adelantado. El co-CEO Ted Sarandos dijo en la llamada del martes que los mercados fuera de EE. UU. dependen de sus mayores éxitos:\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\"Tuvimos algunos dobles y triples realmente sólidos este año. Pero los otros territorios cuentan con que algunos de esos títulos sean jonrones para que viajen por todo el mundo\".\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Netflix también acaba de reemplazar a la directora de contenido Bela Bajaria por el exejecutivo de Disney Peter Rice. Los jonrones cuestan dinero mucho antes de que sean éxitos, y solo dan fruto si la gente le da a Netflix las horas que ahora le da a YouTube.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-growth-is-already-cooling\" class=\"wp-block-heading\">El crecimiento ya se está enfriando\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Por eso el compromiso del usuario importa tanto aquí. Los analistas esperan que el crecimiento de los ingresos se desacelere desde aproximadamente el 16% tanto en 2024 como en 2025 al 13% este año y al 11% en 2027.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002F2026-10-21_i05ba31d647_NFLX_revenue_estimates_2023-2027\u002F2026-10-21_i05ba31d647_NFLX_revenue_estimates_2023-2027.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792592569\u002Fimages\u002F2026-10-21_i05ba31d647_NFLX_revenue_estimates_2023-2027\u002F2026-10-21_i05ba31d647_NFLX_revenue_estimates_2023-2027.png?_i=AA\" alt=\"Gráfico de barras de TIKR de los ingresos de Netflix, reales y estimaciones de consenso, $ miles de millones, ejercicio fiscal 2023–2027.\" class=\"wp-post-142553 wp-image-142552\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792592569\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792592569\u002Fimages\u002F2026-10-21_i05ba31d647_NFLX_revenue_estimates_2023-2027\u002F2026-10-21_i05ba31d647_NFLX_revenue_estimates_2023-2027.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792592569\u002Fimages\u002F2026-10-21_i05ba31d647_NFLX_revenue_estimates_2023-2027\u002F2026-10-21_i05ba31d647_NFLX_revenue_estimates_2023-2027.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792592569\u002Fimages\u002F2026-10-21_i05ba31d647_NFLX_revenue_estimates_2023-2027\u002F2026-10-21_i05ba31d647_NFLX_revenue_estimates_2023-2027.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792592569\u002Fimages\u002F2026-10-21_i05ba31d647_NFLX_revenue_estimates_2023-2027\u002F2026-10-21_i05ba31d647_NFLX_revenue_estimates_2023-2027.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792592569\u002Fimages\u002F2026-10-21_i05ba31d647_NFLX_revenue_estimates_2023-2027\u002F2026-10-21_i05ba31d647_NFLX_revenue_estimates_2023-2027.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Netflix (NFLX): ingresos, reales y estimaciones de consenso, $ miles de millones, ejercicio fiscal 2023–2027 (\u003Cstrong>TIKR\u003C\u002Fstrong>)\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Eso sigue siendo un crecimiento de dos dígitos. La brecha del cuarto trimestre es pequeña junto a un año de $51.000 millones, por lo que no debería mover mucho estas estimaciones. Alcanzarlas mientras la factura de contenido crece cada año depende de que los espectadores se queden.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-watch-the-content-bill\" class=\"wp-block-heading\">Observe la factura de contenido\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Palihapitiya tiene razón en que Netflix carga con un desajuste que YouTube no tiene. Los $14.000 millones de deuda son la parte menor: un poco más de un año del flujo de caja libre de este año la cubriría. La parte mayor son los $20.000 millones anuales que Netflix gasta en programas antes de saber quién los verá.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Mi opinión: la deuda es la menor de las preocupaciones de Netflix, y a \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fnetflix-lost-17-billion-over-a-300-million-ad-miss-heres-what-20x-earnings-already-prices-in\">alrededor de 20x ganancias\u003C\u002Fa>, la acción ya descuenta una buena desaceleración. Incluso eso podría parecer caro si la factura de contenido sigue aumentando mientras los espectadores pasan más de sus noches en YouTube.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Por supuesto, un par de jonrones cambiarían la conversación rápidamente. El informe del cuarto trimestre en enero es el próximo control para ver si la programación está funcionando.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-netflix-stock-actually-worth\" class=\"wp-block-heading\">Entonces, ¿cuánto vale realmente la acción de Netflix?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR le permite pronosticar el precio futuro de cualquier acción en menos de un minuto. Simplemente ingrese algunas suposiciones en el modelo de valoración de TIKR y vea cuánto podría valer Netflix. Comience desde las estimaciones de consenso de Wall Street, o ajuste las entradas para reflejar su propia visión del negocio. Es gratis usarlo.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">Valore Netflix gratis\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>Descargo de responsabilidad:\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Tenga en cuenta que los artículos en TIKR no pretenden servir como consejo de inversión o financiero de TIKR o nuestro equipo de contenido, ni son recomendaciones para comprar o vender acciones. Creamos nuestro contenido basándonos en los datos de inversión de TIKR Terminal y las estimaciones de los analistas. Nuestro análisis podría no incluir noticias recientes de la empresa o actualizaciones importantes. TIKR no tiene posición en ninguna de las acciones mencionadas. ¡Gracias por leer y feliz inversión!\u003C\u002Fem>\u003C\u002Fp>",1147,"es","\u002Fblog\u002Fchamath-netflix-is-a-dormant-subscription-and-14b-of-debt-built-its-library","chamath-netflix-is-a-dormant-subscription-and-14b-of-debt-built-its-library","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F10\u002FNetflix-Stock-600x400.png",{"altText":236,"imageCredit":237},"Chamath: Netflix Is “a Dormant Subscription,” and $14B of Debt Built Its Library","Photodjo from Getty Images via Canva",{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":243},"Roxanna Maglangit","roxtikr","author","",[],{"name":239,"slug":240,"role":245,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":246},"editor",[],[248],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},"Inversión General","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":236,"metaDesc":255,"opengraphDescription":255,"twitterTitle":236,"twitterDescription":255},"The debt is the least of it",{"title":257,"description":255,"twitterTitle":257,"twitterDescription":255,"author":239,"articlePublisher":258,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":259,"twitterData1":260,"ogTitle":257,"ogDescription":255,"ogUrl":232,"ogImage":234,"ogImageWidth":261,"ogImageHeight":262,"ogImageSecureUrl":234,"ogImageAlt":236,"twitterImage":234},"Chamath: Netflix Is “a Dormant Subscription,” and $14B of Debt Built Its Library","TIKR.com","Tiempo de lectura estimado","8 minutes",1200,630,[264,281,298,313,329],{"id":252,"title":265,"date":266,"excerpt":267,"wordCount":268,"uri":269,"slug":270,"cloudinaryAssetId":271,"featuredImageOriginalUrl":272,"featuredImageMetadata":273,"author":274,"categories":278,"relatedPosts":280},"IonQ Acaba de Caer un 24% en un Mes. ¿Es Hora de Vender, o de Comprar Más?","2026-10-26 14:00:00","La dilución duele, pero el precio finalmente se está volviendo interesante",794,"\u002Fblog\u002Fionq-just-dropped-24-in-a-month-is-it-time-to-sell-or-load-up","ionq-just-dropped-24-in-a-month-is-it-time-to-sell-or-load-up","images\u002Fpondering-man-falling-red-chart\u002Fpondering-man-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792794878\u002Fimages\u002Fpondering-man-falling-red-chart\u002Fpondering-man-falling-red-chart.png?_i=AA",{"altText":265},{"name":275,"slug":276,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":277},"Rexielyn Diaz","rexietikr",[],[279],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],{"id":252,"title":282,"date":283,"excerpt":284,"wordCount":285,"uri":286,"slug":287,"cloudinaryAssetId":288,"featuredImageOriginalUrl":289,"featuredImageMetadata":290,"author":291,"categories":295,"relatedPosts":297},"Surgery Partners se dispara un 46% mientras Bon Secours se acerca a una adquisición de 6.000 millones de dólares","2026-10-26 13:58:16","Una salida justa, si es que realmente ocurre",741,"\u002Fblog\u002Fsurgery-partners-soars-46-as-bon-secours-nears-6-billion-takeover","surgery-partners-soars-46-as-bon-secours-nears-6-billion-takeover","images\u002Foverjoyed-woman-rising-chart-and-trading-screens_1443458e279\u002Foverjoyed-woman-rising-chart-and-trading-screens_1443458e279","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792770864\u002Fimages\u002Foverjoyed-woman-rising-chart-and-trading-screens_1443458e279\u002Foverjoyed-woman-rising-chart-and-trading-screens_1443458e279.png?_i=AA",{"altText":282},{"name":292,"slug":293,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":294},"Michael Douglass","michaeldouglass",[],[296],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],{"id":252,"title":299,"date":300,"excerpt":301,"wordCount":302,"uri":303,"slug":304,"cloudinaryAssetId":305,"featuredImageOriginalUrl":306,"featuredImageMetadata":307,"author":308,"categories":310,"relatedPosts":312},"Petrobras se desploma un 15%, MercadoLibre baja un 12% tras la sorpresiva reelección de Lula sacude las acciones brasileñas","2026-10-26 13:55:49","Wall Street apostó por el otro tipo",727,"\u002Fblog\u002Fpetrobras-sinks-15-mercadolibre-down-12-as-lulas-surprise-re-election-rocks-brazilian-stocks","petrobras-sinks-15-mercadolibre-down-12-as-lulas-surprise-re-election-rocks-brazilian-stocks","images\u002Fsurprised-man-falling-red-chart\u002Fsurprised-man-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792796704\u002Fimages\u002Fsurprised-man-falling-red-chart\u002Fsurprised-man-falling-red-chart.png?_i=AA",{"altText":299},{"name":292,"slug":293,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":309},[],[311],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],{"id":252,"title":314,"date":315,"excerpt":316,"wordCount":317,"uri":318,"slug":319,"cloudinaryAssetId":320,"featuredImageOriginalUrl":321,"featuredImageMetadata":322,"author":324,"categories":326,"relatedPosts":328},"StoneCo se desploma un 29%, Inter & Co baja un 36%, PagSeguro cae un 25% tras la inesperada victoria electoral de Lula","2026-10-26 13:52:57","La deuda de StoneCo empeoró un mal día.",686,"\u002Fblog\u002Fstoneco-sinks-29-inter-co-down-36-pagseguro-down-25-on-lulas-unexpected-election-win","stoneco-sinks-29-inter-co-down-36-pagseguro-down-25-on-lulas-unexpected-election-win","images\u002Fstunned-man-falling-red-bars\u002Fstunned-man-falling-red-bars","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793020217\u002Fimages\u002Fstunned-man-falling-red-bars\u002Fstunned-man-falling-red-bars.png?_i=AA",{"altText":323},"StoneCo se desploma un 29%, Inter & Co baja un 36%, PagSeguro cae un 25% tras la inesperada victoria electoral de Lula",{"name":292,"slug":293,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":325},[],[327],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],{"id":252,"title":330,"date":331,"excerpt":332,"wordCount":333,"uri":334,"slug":335,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":242,"featuredImageMetadata":336,"author":337,"categories":339,"relatedPosts":341},"Lionsgate se dispara un 15% tras la oferta de compra de Legendary, respaldada por Apollo, por el estudio de 'John Wick'","2026-10-26 13:44:00","Esta vez, Legendary llegó con una oferta",768,"\u002Fblog\u002Flionsgate-soars-15-as-apollo-backed-legendary-submits-takeover-offer-for-the-john-wick-studio","lionsgate-soars-15-as-apollo-backed-legendary-submits-takeover-offer-for-the-john-wick-studio",{"altText":330},{"name":239,"slug":240,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":338},[],[340],{"name":249,"slug":250,"uri":251,"description":242,"postsCount":252},[],[343,363,378,392,407,427,442,457,472],{"id":252,"title":344,"date":345,"excerpt":346,"wordCount":347,"uri":348,"slug":349,"cloudinaryAssetId":350,"featuredImageOriginalUrl":351,"featuredImageMetadata":352,"author":353,"categories":357,"relatedPosts":362},"Subió un 13% en los últimos 12 meses, ¿puede la acción de Arista Networks ofrecer mejores rendimientos en 2026?","2026-10-26 12:57:00","Las acciones de Arista han subido un 10% en un año. Vea lo que el Modelo de Valoración de TIKR dice sobre el potencial alcista de ANET, con un precio objetivo de $275 para diciembre de 2028.",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":344},{"name":354,"slug":355,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":356},"Aditya Raghunath","adityatikr",[],[358],{"name":359,"slug":360,"uri":361,"description":242,"postsCount":252},"Valoración","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":252,"title":364,"date":365,"excerpt":366,"wordCount":367,"uri":368,"slug":369,"cloudinaryAssetId":370,"featuredImageOriginalUrl":371,"featuredImageMetadata":372,"author":373,"categories":375,"relatedPosts":377},"Con una caída del 48% en los últimos 12 meses, ¿puede la acción de SoFi ofrecer mejores resultados en 2026?","2026-10-26 12:45:00","La acción de SoFi ha caído un 51% en un año. Descubre lo que el Modelo de Valoración de TIKR dice sobre el potencial alcista de SOFI, con un precio objetivo de $22 para diciembre de 2028.",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":364},{"name":354,"slug":355,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":374},[],[376],{"name":359,"slug":360,"uri":361,"description":242,"postsCount":252},[],{"id":252,"title":379,"date":365,"excerpt":380,"wordCount":381,"uri":382,"slug":383,"cloudinaryAssetId":384,"featuredImageOriginalUrl":385,"featuredImageMetadata":386,"author":387,"categories":389,"relatedPosts":391},"Con un aumento de solo el 9% en los últimos 12 meses, ¿puede la acción de Palantir ofrecer mejores rendimientos en 2026?","La acción de Palantir solo ha subido un 4% en un año. Mira lo que dice el Modelo de Valoración de TIKR sobre el potencial alcista de PLTR, con un objetivo de $529 para diciembre de 2028.",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":379},{"name":354,"slug":355,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":388},[],[390],{"name":359,"slug":360,"uri":361,"description":242,"postsCount":252},[],{"id":252,"title":393,"date":394,"excerpt":395,"wordCount":396,"uri":397,"slug":398,"cloudinaryAssetId":399,"featuredImageOriginalUrl":400,"featuredImageMetadata":401,"author":402,"categories":404,"relatedPosts":406},"Con una caída del 56% en los últimos 12 meses, ¿puede la acción de AppLovin ofrecer mejores rendimientos en 2026?","2026-10-26 12:33:00","La acción de AppLovin ha caído un 60% en un año. Descubre lo que el Modelo de Valoración de TIKR dice sobre el potencial alcista de APP, con un precio objetivo de $366 para diciembre de 2028.",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":393},{"name":354,"slug":355,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":403},[],[405],{"name":359,"slug":360,"uri":361,"description":242,"postsCount":252},[],{"id":252,"title":408,"date":409,"excerpt":410,"wordCount":411,"uri":412,"slug":413,"cloudinaryAssetId":414,"featuredImageOriginalUrl":415,"featuredImageMetadata":416,"author":417,"categories":421,"relatedPosts":426},"Las acciones de ExxonMobil alcanzaron un cierre récord mientras el Brent superó los $116. Esto es a dónde podrían llegar las acciones para 2030","2026-10-26 07:55:00","ExxonMobil cerró en un récord de $183.21 el 23 de octubre mientras el Brent superaba los $116, y ahora cotiza por encima del objetivo promedio de la calle. Su director financiero afirma que las sinergias de Pioneer se han duplicado y que Exxon pretende duplicar la recuperación en el Permian con menos pozos, una palanca de costos que la empresa controla.",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":408},{"name":418,"slug":419,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":420},"Wiltone Asuncion","wiltonetikr",[],[422],{"name":423,"slug":424,"uri":425,"description":242,"postsCount":252},"Reseñas de Acciones","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":252,"title":428,"date":429,"excerpt":430,"wordCount":431,"uri":432,"slug":433,"cloudinaryAssetId":434,"featuredImageOriginalUrl":435,"featuredImageMetadata":436,"author":437,"categories":439,"relatedPosts":441},"Rivian alcanzó un mínimo de 52 semanas el día después de comprar una startup de simulación con IA. Esto es lo que muestra el 29 de octubre.","2026-10-26 07:50:00","Rivian tocó un mínimo de 52 semanas el día después de comprar una startup de simulación de IA, extendiendo una caída del 19% que comenzó semanas antes. El informe del 29 de octubre ahora tiene que demostrar que la línea de costos puede soportar el gasto en autonomía.",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":428},{"name":418,"slug":419,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":438},[],[440],{"name":423,"slug":424,"uri":425,"description":242,"postsCount":252},[],{"id":252,"title":443,"date":444,"excerpt":445,"wordCount":446,"uri":447,"slug":448,"cloudinaryAssetId":449,"featuredImageOriginalUrl":450,"featuredImageMetadata":451,"author":452,"categories":454,"relatedPosts":456},"La acción de Robinhood cayó un 15% en octubre antes de su informe del T3. Hacia dónde podría dirigirse para 2030","2026-10-26 07:45:00","Robinhood cayó un 6,73% en dos sesiones, al ritmo de Coinbase, antes de su informe del 27 de octubre. Dos acontecimientos del 22 de octubre apuntan a actividad cripto que podría no reflejarse en su línea de ingresos por criptomonedas: contratos de precio de bitcoin y los primeros mercados de préstamo de Morpho para sus tokens de acciones.",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":443},{"name":418,"slug":419,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":453},[],[455],{"name":423,"slug":424,"uri":425,"description":242,"postsCount":252},[],{"id":252,"title":458,"date":459,"excerpt":460,"wordCount":461,"uri":462,"slug":463,"cloudinaryAssetId":464,"featuredImageOriginalUrl":465,"featuredImageMetadata":466,"author":467,"categories":469,"relatedPosts":471},"Las acciones de Walmart subieron un 15% en octubre sin un pronóstico de ganancias más alto. Hacia dónde podría dirigirse para 2031","2026-10-26 07:40:00","Walmart subió un 15,4% desde el 30 de septiembre hasta el 23 de octubre, sin embargo, la estimación de EPS de los analistas para los próximos 12 meses se mantuvo en $3,00 por acción. Casi toda la ganancia provino de un múltiplo más alto, previo a un informe del 19 de noviembre cuyas previsiones apuntaban a un crecimiento del EPS del 0% al 3%.",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":458},{"name":418,"slug":419,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":468},[],[470],{"name":423,"slug":424,"uri":425,"description":242,"postsCount":252},[],{"id":252,"title":473,"date":474,"excerpt":475,"wordCount":476,"uri":477,"slug":478,"cloudinaryAssetId":479,"featuredImageOriginalUrl":480,"featuredImageMetadata":481,"author":482,"categories":484,"relatedPosts":486},"Apple superó brevemente a Nvidia mientras la caída de Nvidia alcanzó el 12%. Hacia dónde podría ir la acción de Apple para 2030","2026-10-26 07:35:00","Apple superó brevemente a Nvidia como la empresa más valiosa del mundo el 23 de octubre, alcanzando un récord de $351.73. Su estrategia de IA requiere poco capex, pero a 38 veces las ganancias, el informe de márgenes del 2 de noviembre sostiene el múltiplo.",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":473},{"name":418,"slug":419,"role":241,"roleTitle":242,"biography":242,"avatar":242,"socialMediaLinks":483},[],[485],{"name":423,"slug":424,"uri":425,"description":242,"postsCount":252},[]]