Economic Impact - The US government shutdown is in its fourth week, affecting market sentiment and delaying key economic reports, including unemployment claims and the September payroll report [1] - Bloomberg Economics estimates that 640,000 federal workers will be furloughed, potentially increasing jobless claims and raising the unemployment rate to 4.7% [1] Mortgage Market - US MBA mortgage applications decreased by 0.3% for the week ending October 17, with the purchase mortgage sub-index down 5.2% and refinancing up 4.0% [2] - The average 30-year fixed mortgage rate fell by 5 basis points to 6.37% from 6.42% [2] Trade Relations - Markets are focused on US-China trade talks, with President Trump threatening to increase tariffs on Chinese goods if no deal is reached by November 1 [3] - The Trump administration is considering broad export restrictions to China in response to China's rare earth export restrictions [4] Stock Market Performance - Stock indexes closed lower, with the S&P 500 down 0.53%, Dow Jones down 0.71%, and Nasdaq down 0.99% [6] - Chipmakers faced significant losses after Texas Instruments forecasted lower-than-expected Q4 revenue, while Netflix dropped over 9% after reporting weaker Q3 EPS [5][6] Earnings Season - The Q3 earnings season shows rising expectations, with 85% of S&P 500 companies that reported so far beating forecasts, indicating the best quarter since 2021 [7] - Q3 profits are expected to rise by 7.2% year-over-year, the smallest increase in two years, while sales growth is projected to slow to 5.9% year-over-year [7] Interest Rates - Markets are pricing in a 97% chance of a 25 basis point rate cut at the next FOMC meeting on October 28-29 [8] - The yield on 10-year T-notes fell by 1.4 basis points to 3.949%, supported by strong demand for a recent Treasury auction [9] Corporate Movements - Texas Instruments and other chipmakers saw declines due to lower revenue forecasts, while Intuitive Surgical rose over 13% after increasing its growth forecast [5][16] - Netflix's Q3 EPS of $5.87 was below the consensus of $6.94, leading to a significant drop in its stock price [15] - Energy producers rallied as WTI crude oil prices rose over 2%, benefiting companies like Halliburton and Marathon Petroleum [18]

Earnings season is ramping up as Tesla (TSLA), Netflix (NFLX), General Motors (GM), and Ford Motor Company (F), among others, report results this week. As of Oct. 17, 12% of S&P 500 companies have reported results, according to FactSet data, and analysts are expecting an 8.5% jump in earnings per share during the third quarter. If that figure holds, it would mark the ninth straight quarter of positive earnings growth but a deceleration from the 12% earnings growth reported in Q2 of this year. Expectation ...

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketStocks slipped today as traders weighed a fresh round of earnings and sifted through disappointing results from some big names.The session started on a weak note, with selling pressure building after Netflix’s quarterly miss and a downbeat outlook from Texas Instruments.Netflix shares plunged about 10% after the streaming giant reported earnings per share of $5.87, missing forecasts of $6.97, largely due to a $619 million ...

BREAKING: Gold Prices, Stocks Continue To Slide Futures for the Dow Jones Industrial Average and the other major stock indexes traded modestly lower in premarket action Wednesday as Netflix (NFLX) took a dive on earnings. Among the stocks in focus on the stock market today was Tesla (TSLA), which is due to report third-quarter results. Ahead of the opening bell, the Dow fell 0.1% as did S&P… Related news AT&T Earnings In-Line, Wireless Subscriber Growth Tops Estimates Get market updates, educational videos, ...

Following the lackluster performance seen during Tuesday's session, stocks moved mostly lower during trading on Wednesday. The major averages all moved to the downside on the day, with the Dow pulling back off yesterday's record closing high.The major averages climbed well off their worst levels in late-day trading but remained firmly negative. The Nasdaq slumped 213.67 points or 0.9 percent to 22,740.40, the Dow slid 334.33 points or 0.7 percent to 46,590.41 and the S&P 500 fell 35.95 points or 0.5 percen ...

☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35727 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 OR Netflix, Inc. (Exact name of Registrant as specified in its charter) Delaware 77-0467272 (State or other jurisdiction ...

Core Insights - Netflix's stock fell 10% to $1,116.68 following a disappointing third-quarter report, which showed earnings of $5.87 per share on sales of $11.51 billion, missing analyst expectations of $6.96 per share [6][7][9] - The company is considering potential acquisitions, particularly of Warner Bros. Discovery assets, but prefers organic growth and is cautious about large media deals [2][4][5] Financial Performance - Netflix reported a year-over-year earnings increase of 9% and a revenue increase of 17% [7] - The earnings shortfall was attributed to a one-time payment of $619 million related to a dispute with Brazilian tax authorities [8] M&A Strategy - Netflix executives indicated they are open to M&A opportunities but emphasized a preference for building rather than buying [2][4] - Co-CEO Ted Sarandos stated that while Netflix is choosy about M&A, they would consider deals that enhance their intellectual property and align with their strategy [3][4] Market Reactions - Following the Q3 report, several analysts lowered their price targets for Netflix stock, reflecting concerns over its performance and valuation [8][9] - Analyst Jessica Reif Ehrlich maintained a buy rating on Netflix, suggesting that acquiring Warner Bros.' assets could create a strong combination of IP and distribution [10][11][12]

Core Viewpoint - Netflix reported Q3 2025 earnings with in-line revenues but missed profit expectations, suggesting a potential buying opportunity for the stock that has been weak since its record highs in late June [1]. Financial Performance - Q3 revenues grew 17% year-over-year to $11.51 billion, aligning with company guidance and Street estimates [2] - Operating margin was 28%, below the guided 31.5%, attributed to a tax dispute in Brazil [2] - Earnings per share (EPS) was $5.87, missing the expected $6.89 due to the lower operating margin [2][4] Future Outlook - Netflix expects revenues to rise 17% in the current quarter, driven by membership growth, increased ad sales, and higher pricing [4] - Co-CEO Gregory Peters indicated a healthy business outlook for 2026, citing strong engagement and record TV time share in the U.K. and U.S. [4] Growth Opportunities - The ad business is projected to more than double in 2025, with strong growth potential indicated by management [5] - Netflix is focusing on live events, securing broadcasting rights for major events like the FIFA Women's World Cups and NFL games, enhancing member engagement [5] - The gaming market, valued at $140 billion globally, presents future revenue opportunities for Netflix, alongside potential ad revenues [5] - Merchandise sales are being emphasized, with partnerships for KPop Demon Hunters merchandise, which could significantly contribute to earnings [5]

Netflix (NFLX) just released its third-quarter earnings report, and the market’s reaction was negative. NFLX stock is down more than 9% in intraday trading after results came in below expectations. Netflix continued to grow its paid memberships. Moreover, it benefited from higher subscription prices and expanding ad-supported plans. These efforts have been key drivers of revenue growth as the streaming platform seeks to diversify its income streams amid intensifying competition. More News from Barchart ...

Netflix (NFLX) shares are down roughly 10% at the time of writing after the streaming giant recorded disappointing earnings for its third quarter primarily because of a Brazilian tax dispute. The company’s quarterly revenue came in line with Street estimates but its per-share earnings of $5.87 missed expectations by more than a dollar. More News from Barchart Including the post-earnings decline, Netflix stock is down more than 15% versus its June high. www.barchart.com Should You Buy the Dip in Netfli ...