Netflix Inc. (NFLX) — What Changed

Material changes in the AI committee's view · 25 events tracked · Detected nightly

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2026-08-01 MATERIAL
▼ Agreement Shift

NFLX's Committee agreement moved from 85.70% to 71.40% (-14.30pp, 1 day(s) apart).

85.70 → 71.40 (-14.3)

2026-08-01 MINOR
▲ Score Change

NFLX's Committee score moved from 49.95 to 50.81 (+0.86, 1 day(s) apart).

49.95 → 50.81 (+0.9)

2026-08-01 MATERIAL
— Conviction Change

NFLX's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-07-31 MAJOR
▲ Agreement Shift

NFLX's Committee agreement moved from 57.10% to 85.70% (+28.60pp, 1 day(s) apart).

57.10 → 85.70 (+28.6)

2026-07-31 MINOR
▼ Score Change

NFLX's Committee score moved from 51.33 to 49.95 (-1.38, 1 day(s) apart).

51.33 → 49.95 (-1.4)

2026-07-31 MAJOR
— Conviction Change

NFLX's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

2026-07-30 MINOR
▼ Score Change

NFLX's Committee score moved from 52.67 to 51.33 (-1.34, 1 day(s) apart).

52.67 → 51.33 (-1.3)

2026-07-28 MINOR
▲ Score Change

NFLX's Committee score moved from 51.79 to 52.67 (+0.88, 1 day(s) apart).

51.79 → 52.67 (+0.9)

2026-07-24 MINOR
▼ Agreement Shift

NFLX's Committee agreement moved from 66.70% to 57.10% (-9.60pp, 1 day(s) apart).

66.70 → 57.10 (-9.6)

2026-07-24 MINOR
▼ Score Change

NFLX's Committee score moved from 53.28 to 50.05 (-3.23, 1 day(s) apart).

53.28 → 50.05 (-3.2)

2026-07-24 MATERIAL
— Conviction Change

NFLX's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-19 MINOR
▲ Score Change

NFLX's Committee score moved from 52.20 to 53.28 (+1.08, 1 day(s) apart).

52.20 → 53.28 (+1.1)

2026-07-18 MAJOR
▼ Agreement Shift

NFLX's Committee agreement moved from 83.30% to 66.70% (-16.60pp, 1 day(s) apart).

83.30 → 66.70 (-16.6)

2026-07-18 MINOR
▼ Score Change

NFLX's Committee score moved from 56.20 to 52.20 (-4.00, 1 day(s) apart).

56.20 → 52.20 (-4.0)

2026-07-18 MATERIAL
— Conviction Change

NFLX's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-07-17 MAJOR
▲ Agreement Shift

NFLX's Committee agreement moved from 66.70% to 83.30% (+16.60pp, 1 day(s) apart).

66.70 → 83.30 (+16.6)

2026-07-17 MINOR
▼ Score Change

NFLX's Committee score moved from 57.20 to 56.20 (-1.00, 1 day(s) apart).

57.20 → 56.20 (-1.0)

2026-07-17 MATERIAL
— Conviction Change

NFLX's Committee conviction moved from moderate to high (1 day(s) apart).

moderate → high

2026-07-16 MINOR
▼ Score Change

NFLX's Committee score moved from 58.28 to 57.20 (-1.08, 1 day(s) apart).

58.28 → 57.20 (-1.1)

2026-07-15 MINOR
▲ Agreement Shift

NFLX's Committee agreement moved from 57.10% to 66.70% (+9.60pp, 1 day(s) apart).

57.10 → 66.70 (+9.6)

2026-07-15 MINOR
▲ Score Change

NFLX's Committee score moved from 54.64 to 58.28 (+3.64, 1 day(s) apart).

54.64 → 58.28 (+3.6)

2026-07-15 MATERIAL
— Conviction Change

NFLX's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-14 MINOR
▼ Score Change

NFLX's Committee score moved from 58.12 to 54.64 (-3.48, 1 day(s) apart).

58.12 → 54.64 (-3.5)

2026-07-13 MATERIAL
▲ Agreement Shift

NFLX's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-13 MINOR
▼ Score Change

NFLX's Committee score moved from 57.50 to 57.19 (-0.31, 1 day(s) apart).

57.50 → 57.19 (-0.3)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →