Netflix

Execution quality has been high under Co-CEOs Greg Peters and Ted Sarandos with founder Reed Hastings now Chairman. Key strategic pivots were timely: paid sharing enforcement, a global ad tier, migration to owned ad tech, and entry into live events. CFO Spence Neumann has kept liquidity strong and resumed material buybacks as free cash flow scaled.

Compensation is aggressive but aligned with performance and TSR metrics. The organization has shown willingness to test and iterate on product, pricing, and monetization.