Growth & Strategy - Netflix exceeded forecasts by leveraging live sports, events, and AI [1]

Have investors binged too much Netflix? That's one analyst's theory, though not the Street's consensus. https://t.co/2gLgW3owO1 ...

I'm Netflix shares they are lower despite beats on the top and the bottom lines. The streaming giant warning on lower operating margins in the second half of this year. Let's bring in our Julia Borston with much much more in the quarter.Julia, hey that's right, Frank. Netflix did top earnings expectations and it raised his fullear revenue outlook which was expected and that was bolstered as expected by foreign exchange. But today the stock is down nearly 5%.One factor perhaps weighing on the stocks, the com ...

Netflix Earnings Beat Expectations In Second Quarter, Boosting Revenue 16% https://t.co/ju4exlDa1w https://t.co/ju4exlDa1w ...

Netflix Tops Earnings Estimates, as Market Takes a Pause. Listen for more on Bloomberg Intelligence. https://t.co/1xt1O3FBSf ...

Despite delivering a robust second-quarter earnings report that surpassed analyst expectations and raised full-year guidance, Netflix NFLX stock dipped over 5% on Friday, leaving investors to weigh strong financials against underlying concerns.The company reported second-quarter revenue of $11.08 billion, up 16% year-over-year (Y/Y). The revenue total beat a Street consensus estimate of $11.04 billion.The company reported second-quarter earnings per share of $7.19, beating a Street consensus estimate of $7. ...

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Jason Hellstein's with us. Jason, happy Friday to you. Good to have you.>> Hey, you too. Thanks for having me. >> The general take this morning about the price action is um I think a creeping sense of just more nimble competition.Is that fair. >> I don't know if it's that. I mean the only thing that you got that could have been competition related was the comment around engagement where they basically said you know overall engagement was up a percent but users are growing more than a percent and there's som ...

Core Insights - Netflix reported Q2 2025 earnings of $7.19 per share, exceeding estimates by 1.7% and showing a 47.3% increase year-over-year [1][10] - Revenues reached $11.07 billion, a 16% year-over-year increase, driven by membership growth, higher subscription pricing, and increased ad revenues, although it slightly missed consensus estimates by 0.06% [1][10] Revenue and Membership Growth - All regions experienced double-digit revenue growth year-over-year, with UCAN revenue growth accelerating to 15% from 9% in Q1 2025 due to price changes [3] - Member growth surpassed company forecasts, although it occurred late in the quarter, limiting its impact on Q2 revenues [4] Content Performance - The second quarter featured successful content releases, including Squid Game S3 with 122 million views, making it Netflix's sixth biggest season ever [2][10] - Other notable series included Sirens (56M views), Ginny & Georgia S3 (53M views), and various international titles, showcasing a diverse content slate [5][8] Financial Metrics - Operating income totaled $3.8 billion, up 45% year-over-year, with an operating margin of 34%, compared to 27% in the previous year [12] - Marketing expenses increased by 10.7% to $713.3 million, while technology and development expenses rose by 15.9% to $824.7 million [11] Balance Sheet and Cash Flow - As of June 30, 2025, Netflix had $8.17 billion in cash and cash equivalents, with total debt at $14.5 billion [13] - Free cash flow was reported at $2.3 billion, down from $2.66 billion in the previous quarter [13] Guidance and Future Outlook - Netflix raised its full-year 2025 revenue forecast to $44.8-$45.2 billion, indicating a year-over-year growth of 15%-16% [16] - The company expects Q3 2025 revenues of $11.526 billion, driven by member growth, pricing, and advertising revenues, with an operating margin projected at 31% [18] Upcoming Content Slate - The second half of 2025 will feature major franchise returns, including the final season of Stranger Things and new series like Billionaires' Bunker and Black Rabbit [20][21] - Upcoming films include sequels and original productions, with notable titles from acclaimed directors and a diverse international lineup [22]

Netflix rewinding some of its recent gains this morning despite earnings that topped estimates alongside double-digit revenue growth. Company also raises its fullear revenue guidance, citing healthy member growth. Joining us now is Loop Capital analyst Alan Gould.He maintains his $150 price target and hold rating. Was there anything in this report not really to like. Alan.Uh good morning, sir. No, the report was fine. There's just was there any real surprises in the report.I would ask, you know, that we tho ...