第三季度广告收入创单季新高，预计全年广告收入将翻一番以上。 （文章来源：证券时报网） 奈飞第三季度营收同比增长17.2%至115.1亿美元，符合分析师预期。净利润和每股收益（EPS）远低于 预期，分别同比增长7.7%和8.7%。营业利润率降至28.2%，主要原因是6.19亿美元的巴西税务支出，该 支出导致利润率下降超5个百分点。 奈飞下调了全年营业利润率指引，从30%降至29%，但将全年自由现金流指引提高了约9%。 ...

三季度奈飞营收同比增长加快至逾17%，符合分析师预期；广告收入创单季新高；净利润和EPS盈利较预期低至少14%；营业利润率回落至 28.2%，巴西税务纠纷相关支出6.19亿美元导致利润率下降5个百分点，若无此支出，利润率本可高于公司指引31.5%。奈飞预计税务纠纷不 会对未来业绩产生重大影响，但鉴于税务问题，将今年营业利润率指引从30%下调至29%；预计今年广告收入翻一倍多，全年自由现金流指 引提高9%。 美国流媒体巨头奈飞（Netflix）三季度业绩"爆冷"：虽然服务涨价和会员强劲增长推动公司的广告收入创新高，但与巴西税务部门的税务纠 纷带来意外的支出，公司盈利远不及预期，并且由此下调了全年的利润率指引。 广告业务加速增长 奈飞表示第三季度创下最佳广告销售纪录，今年该业务营收有望较去年增长一倍以上。营收增长由会员增长、价格上调和广告收入增加共同 驱动。公司今年1月上调了订阅价格，包括含广告套餐的费用。 不过，EMarketer高级分析师Ross Benes在声明中指出："奈飞迎来了迄今最佳的广告销售季度，但仍未披露广告业务的具体规模。这给人 的印象是，本季度实现的持续营收增长以及下季度的预测增长，主要仍将来 ...

Netflix is scheduled to provide an investor update that could have huge implications for shareholders.Netflix (NFLX +0.23%) is the pioneer of the streaming industry, and its performance exceeds investor expectations.*Stock prices used were the afternoon prices of Oct. 17, 2025. The video was published on Oct. 19, 2025. ...

US stock futures traded flat on Wednesday after a record-setting session for the Dow as investors looked to the next wave of earnings highlighted by Tesla (TSLA). Futures on the Dow Jones Industrial Average futures (YM=F) and the S&P 500 (ES=F) were little changed, while contracts on the tech-heavy Nasdaq 100 (NQ=F) slipped 0.1%. Netflix (NFLX) stock dropped more than 6% in premarket trading after the streaming giant's earnings missed expectations for profit and revenue. Shares in Mattel (MAT) fell about ...

US stock futures hit pause on Wednesday after a record-setting session for the Dow as investors braced for another packed day of earnings highlighted by Tesla (TSLA) and IBM (IBM). Futures on the Dow Jones Industrial Average futures (YM=F) and the tech-heavy Nasdaq 100 (NQ=F) were little changed. Contracts on the the S&P 500 (ES=F) rose 0.1%, setting the broad benchmark up for a bid on a fresh all-time high. Wall Street is on watch for the next rush of earnings, after upbeat blue-chip results on Tuesday ...

智通财经APP获悉，周二，美股三大股指收盘涨跌不一，企业财报推动道指创新高，贸易前景的不确定 性打压科技股和小盘股，纳指收跌，标普500勉强收平。 【美股】截至收盘，道指涨218.16点，涨幅为0.47%，报46924.74点；纳指跌36.88点，跌幅为0.16%，报 22953.67点；标普500指数涨0.22点，报6735.35点。苹果(AAPL.US)三连涨，盘中再创新高。谷歌 (GOOGL.US)收跌2.37%，特斯拉(TSLA.US)跌1.08%，英伟达(NVDA.US)跌0.81%，Meta(META.US)和 微软(MSFT.US)则至多涨0.17%，可口可乐(KO.US)涨4%，Meme股Beyond Meat(BYND.US)飙升146%， 三日累涨约600%。 【欧股】欧元区斯托克50指数收涨0.10%，报5686.83点，再创收盘历史新高；德国DAX 30指数收涨 0.29%，报24330.03点；法国CAC 40指数收涨0.64%，报8258.86点；英国富时100指数收涨0.25%，报 9426.99点。 【原油】WTI 11月原油期货收涨0.30美元，涨幅0.52%，报57.82美 ...

Core Insights - For Q3 2025, Netflix reported revenue of $11.51 billion, a 17.2% increase year-over-year, with EPS at $5.87 compared to $5.40 in the same quarter last year [1] - The revenue slightly missed the Zacks Consensus Estimate of $11.52 billion, resulting in a surprise of -0.12%, while EPS fell short by 14.8% against the consensus estimate of $6.89 [1] Revenue Breakdown - United States and Canada revenue reached $5.07 billion, exceeding the six-analyst average estimate of $4.99 billion, marking a year-over-year increase of 17.3% [4] - Asia-Pacific revenue was reported at $1.37 billion, slightly below the average estimate of $1.4 billion, reflecting a year-over-year growth of 21.3% [4] - Latin America revenue stood at $1.37 billion, compared to the average estimate of $1.46 billion, showing a year-over-year increase of 10.5% [4] - Europe, Middle East, and Africa revenue was $3.7 billion, surpassing the average estimate of $3.68 billion, with a year-over-year change of 18.1% [4] Stock Performance - Over the past month, Netflix shares returned +0.9%, while the Zacks S&P 500 composite increased by +1.2% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

智通财经APP获悉，奈飞(NFLX.US)周二表示，与巴西的税务纠纷影响了其第三季度盈利，给这份原本 符合华尔街预期的业绩报告蒙上了阴影。 随着《K-POP：猎魔女团》以3.25亿次观看量成为平台史上最卖座影片，奈飞周二宣布与孩之宝 (HAS.US)、美泰(MAT.US)等玩具巨头达成双产品线合作，预计2026年春季推出相关玩偶、毛绒玩具、 角色扮演道具及主题游戏。公司还正探索与影片相关的实景娱乐、出版、美妆生活及食品饮料等衍生业 务。该片将于万圣节周末重返大银幕进行特别展映。 PP Foresight分析师Paolo Pescatore认为，这起税务纠纷拖累了奈飞股价。 这家全球最具价值的娱乐公司发布的财报显示，其季度营业利润为32.4亿美元，较公司自身预测及分析 师预估低了约4亿美元。不过，该公司对当前季度(第四季度)的业绩展望与华尔街预测基本一致。 此次纠纷源于奈飞为解决与巴西税务机关自2022年起持续多年的税务争议而支付的约6.19亿美元。尽管 公司曾在先前文件中提示过相关潜在风险(但未在盈利指引中提及)，并表示若非此项支出本可超越预 期，但此事仍对业绩造成了拖累。未来相关支付金额预计将有所减少。 奈 ...

Core Viewpoint - Netflix reported quarterly earnings of $5.87 per share, missing the Zacks Consensus Estimate of $6.89 per share, representing an earnings surprise of -14.80% [1] - The company posted revenues of $11.51 billion for the quarter ended September 2025, slightly missing the Zacks Consensus Estimate by 0.12% [2] Financial Performance - Earnings per share (EPS) for the same quarter last year was $5.4, indicating a year-over-year increase [1] - Revenue for the same quarter last year was $9.82 billion, showing a year-over-year increase of approximately 17.3% [2] Market Performance - Netflix shares have increased by about 39% since the beginning of the year, outperforming the S&P 500's gain of 14.5% [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $5.35 on revenues of $11.92 billion, and for the current fiscal year, it is $26.10 on revenues of $45.06 billion [7] - The Zacks Rank for Netflix is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Broadcast Radio and Television industry, to which Netflix belongs, is currently in the top 29% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

Market Overview - Markets were mixed, with the Dow up +0.47% and the small-cap Russell 2000 down -0.49% [1] - Bond yields decreased slightly, with the 10-year at +3.96% and the 2-year at +3.46%, influenced by expectations of an interest rate cut [2] Q3 Earnings Summary - Netflix (NFLX) reported earnings of $5.87 per share, missing expectations of $6.89, despite being above last year's $5.40. Revenues were $11.51 billion, slightly below the estimate of $11.52 billion [4] - Texas Instruments (TXN) reported earnings of $1.48 per share, beating the consensus by a penny, with revenues of $4.74 billion, exceeding the anticipated $4.65 billion, but lowered guidance affected stock performance [6] - Mattel (MAT) reported earnings of 89 cents per share, missing the $1.05 consensus, with quarterly sales of $1.74 billion, below the expected $1.81 billion. Adjusted gross margins fell year over year [7] Future Earnings Expectations - Upcoming earnings reports include AT&T (T), GE Vernova (GEV) before the market opens, and Tesla (TSLA), IBM (IBM), and Southwest Airlines (LUV) after the close [8]