Who supplies Netflix, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever Netflix files 8-Ks, announces contracts, or beats guidance.
11 companies with a disclosed relationship to Netflix
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Channel & Distribution (3) | ||||||||||
| VZ | Carrier bundling | partner | - | - | - | - | - | 5 | 15% exp77 | |
| TMUS | Carrier bundling | partner | - | - | - | - | - | 2 | 15% exp77 | |
| T | Carrier bundling | partner | - | - | - | - | - | 1 | 15% exp77 | |
| Partners (1) | ||||||||||
| TTD | Programmatic ad-tier demand | partner | - | - | - | - | - | 6 | 15% exp77 | |
| Cloud & Neocloud (1) | ||||||||||
| AMZN | AWS runs the streaming infrastructure | supplier | - | - | - | - | - | 2 | 15% exp77 | |
| Compute (1) | ||||||||||
| NVDA | Encoding and recommendation infrastructure | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Competitor (5) | ||||||||||
| PARA | Streaming and content | competitor | - | - | - | - | - | 8 | 15% exp77 | |
| GOOGL | YouTube attention and ad dollars | competitor | - | - | - | - | - | 7 | 15% exp77 | |
| WBD | Streaming and content | competitor | - | - | - | - | - | 5 | 15% exp77 | |
| DIS | Streaming and content | competitor | - | - | - | - | - | 3 | 15% exp77 | |
| CMCSA | Streaming and distribution | competitor | - | - | - | - | - | 2 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.