Revenue distribution by sectors:

• Streaming services: approx. 95%
• Merchandise and others: approx. 5%

TOP 3 markets:

1. USA and Canada: approx. 44%
2. EMEA (Europe, Middle East, and Africa): approx. 30%
3. Latin America: approx. 15%

Netflix generates the majority of its revenue from the streaming business, which accounts for the largest share of total revenue. The U.S. and Canadian market remain the largest individual market, followed by the EMEA region and Latin America. These markets are crucial for the growth and strategic direction of the company.

Production Sites: Worldwide, with a focus on the USA, Canada, Europe, and Asia.

Netflix, Inc. produces its content globally to reach a broad audience and cater to local markets. The main production sites are located in the USA, particularly in California, where many of the original content is developed.

In recent years, Netflix has expanded its production capacities internationally to promote local content. This includes studios in Canada, Europe (e.g. the UK, Spain), and Asia (e.g. South Korea, India). This global production strategy enables Netflix to create culturally relevant content and expand its subscriber base.

Revenue Growth: Estimated 8-10% annually (2025, based on market analysis) Subscriber Growth: Estimated 5-7% annually (2025, based on market analysis)

Netflix is pursuing a multi-pronged growth strategy to strengthen its market position and tap into new revenue sources. A key element of this strategy is the continuous investment in exclusive and high-quality content to increase the number of subscribers and enhance customer loyalty. This includes both original productions and strategic partnerships with international production houses.

Furthermore, Netflix is expanding into new geographical markets, particularly in regions with high growth potential such as Asia and Africa. This expansion is supported by locally relevant content tailored to the cultural preferences of the respective markets.

Another important aspect of the growth strategy is diversifying revenue sources. Netflix has started to venture into the ad-supported streaming sector to reach a broader audience and generate additional revenue. This could also be expanded through the introduction of new subscription models with different price tiers.

Main raw materials: Data bandwidth, server hardware

Netflix, Inc. is primarily a service company specializing in streaming digital content. Therefore, physical raw materials are less relevant than for manufacturing companies. The main "raw materials" for Netflix are data bandwidth and server hardware.

Data bandwidth: Netflix requires significant data bandwidth to stream content to its users. This is provided by internet service providers worldwide.

Server hardware: Netflix operates an extensive infrastructure based on server hardware. This hardware is sourced from various international manufacturers, including companies like Dell, HP, and Cisco. The production of this hardware requires materials such as semiconductors, which are imported from countries like Taiwan, South Korea, and the USA.

Countries: Taiwan, South Korea, USA

Netflix sources its server hardware from global providers that import their components from various countries. The semiconductor industry is strong in Taiwan and South Korea, while the USA is also a significant location for technology companies.

Market share in the streaming sector: 21% (2025, estimated) Number of subscribers: 250 million worldwide (2025, estimated)

Netflix continues to have a significant competitive advantage in the streaming market, supported by its extensive library of original content and global reach. With an estimated market share of 21%, Netflix remains one of the leading providers in the streaming sector.

The continuous investment in exclusive content and adaptation to regional preferences strengthen customer loyalty and increase market entry barriers for new competitors. Additionally, Netflix benefits from its established brand and the ability to quickly respond to market changes, solidifying its position compared to new and existing competitors.

Despite growing competition from companies like Disney+, Amazon Prime Video, and Apple TV+, Netflix remains well positioned to maintain its market leadership through its innovation and strong brand presence.

Institutional investor share: approx. 80% (estimate 2025 based on historical trends)

Insider purchases/sales: No significant insider purchases or sales in the last 12 months (estimate 2025)

The institutional investor share in Netflix, Inc. traditionally stands at around 80%, indicating the strong trust institutional investors have in the company's business model and market position. These investors include large investment funds, pension funds, and other institutional investors who prefer long-term holdings.

Regarding insider transactions, there have been no significant purchases or sales by insiders in the last 12 months. This suggests that the management and other insiders are content with the current valuation and strategic direction of the company. Such transactions are often seen as an indicator of management's confidence in the company's future development.

Netflix Market Share: 21% (estimated for 2025)

Top Competitors and Their Market Shares:

1. Disney+ (Walt Disney Company): 18%
2. Amazon Prime Video: 16%
3. HBO Max (Warner Bros. Discovery): 12%
4. Apple TV+: 8%
5. Hulu (part of Disney): 7%
6. Paramount+ (Paramount Global): 6%
7. Peacock (Comcast): 5%

Netflix remains the leader in the streaming market with a market share of 21%. The main advantage of Netflix lies in its extensive library of original content and global reach. These factors contribute to a significant moat as they foster strong brand loyalty and customer retention.

Disney+ and Amazon Prime Video are the biggest competitors, also boasting strong moats due to their established brands and extensive resources. Disney+ benefits from its wide portfolio of popular franchises, while Amazon Prime Video gains advantages through integration into the Amazon ecosystem and Prime membership.

HBO Max offers high-quality content and exclusive premieres, giving it a certain edge in the premium segment. Apple TV+ heavily invests in original content but has not yet achieved the same breadth of content as Netflix.

Overall, Netflix has a significant but not insurmountable moat. The competition is catching up, especially through strategic alliances, exclusive content, and technological innovations.

Revenue Growth: 10.2% (2024) Subscriber Growth: 8.5% (2024) Operating Margin: 20.1% (2024)

Netflix, Inc. recorded a revenue growth of 10.2% in 2024, attributed to successful expansion into new markets and the introduction of new content. Subscriber growth was at 8.5%, indicating that the company continues to be able to attract new customers and retain existing ones.

The operating margin of 20.1% suggests that Netflix operates efficiently and is able to optimize its cost structure. This is a positive signal for investors as it indicates healthy profitability.

Additionally, Netflix has been increasingly investing in original productions in recent years, making the company less dependent on external content providers and strengthening brand loyalty. This strategy could lead to a more stable source of income in the long run.

Overall, Netflix demonstrates strong operational performance and growth strategy, making it a potentially attractive investment, especially for investors interested in long-term growth.

Dividend: None (As of 2025)

Netflix, Inc. currently does not pay a dividend to its shareholders. The company has traditionally focused on reinvesting its profits into the growth and expansion of its streaming services. This strategy has helped Netflix strengthen its market position and expand into new markets.

As Netflix continues to invest in content and technology, it is unlikely that the company will pay a dividend in the near future. Investors who invest in Netflix typically do so with a focus on capital growth rather than dividend income.