Amazon (AMZN) and Netflix (NFLX), two leading streaming players, are compared after their third-quarter 2026 results and guidance. Amazon's Thursday Night Football averaged 17.7 million viewers over six games, Amazon MGM Studios has crossed $1.2 billion in global box office in 2026, and the company expects fourth-quarter net sales of $240–$247 billion, though roughly $220 billion of 2026 capex pushed trailing free cash flow to an outflow of $42.4 billion. Netflix expects 2026 revenue of $51.1 billion, up 13%, but has cut its 2026 ad revenue forecast to about $2.7 billion from roughly $3 billion and trimmed its free cash flow outlook to about $12 billion from $12.5 billion. AMZN trades at a forward 12-month P/E of 22.19x versus 16.69x for NFLX, and year to date AMZN shares are up 5.6% while NFLX shares have fallen 33.8%. The article says AMZN is worth tracking despite its premium valuation, while NFLX holders may hold or wait given the trimmed ad and cash flow outlook.
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Related tickers and likely impact
AMZN
• NeutralAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/29/2026 | 243.79 |
| Change that session | -4.25% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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