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Robert Fishman

Senior Research Analyst at MoffettNathanson LLC

Robert Fishman is a Senior Research Analyst at MoffettNathanson LLC, specializing in the media, entertainment, and consumer discretionary sectors with coverage of major companies such as Netflix, Fox Corporation, Warner Bros. Discovery, Flutter Entertainment, DraftKings, and Paramount Global. He maintains a strong performance record, with a success rate of approximately 60-71% and average returns ranging from 11.9% to 20% on stock recommendations, including notable calls such as a +36.3% return on Flutter Entertainment. Fishman began his career before 2011 and joined MoffettNathanson after prior roles in related research environments, and he is recognized for his insights into streaming and sports media trends as well as active participation in earnings calls. He holds professional credentials as a registered securities analyst and is based out of Cleveland, OH.

Robert Fishman's questions to NETFLIX (NFLX) leadership

Question · Q3 2025

Robert Fishman asked about the importance of global versus local sports rights for Netflix and whether acquired sports rights need to materially accelerate advertising growth.

Answer

Co-CEO Ted Sarandos explained that the global versus local decision for sports rights is a scale question, balancing cost against local audience size. He reiterated Netflix's focus on big live events, not season packages, and noted that sports rights vary in global appeal. He emphasized that thrilling audiences is the primary goal, with revenue (from advertising or subscription) being the reward. He listed upcoming live events including NFL Christmas Day games, Skyscraper Live, SAG Awards, WWE, World Baseball Classic, and FIFA Women's World Cup.

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