Certain shows from Spotify Studios and the Ringer, including Bill Simmons’ podcast, will begin publishing simultaneously on Spotify and Netflix next year https://t.co/MatpQ3dvJi ...

Spotify is partnering with Netflix to bring select video podcasts to the streaming platform starting in early 2026. The deal will feature curated shows from Spotify Studios and The Ringer, expanding later to include more genres. The move reflects Spotif... https://t.co/Nyqht8T9LF ...

Netflix said on Tuesday it will add a slate of Spotify's most popular video podcasts to its service from early 2026, part of a new distribution partnership aimed at broadening the streaming giant's en... ...

Spotify is bringing its video podcasts to Netflix starting next year, the company announced on Tuesday. Amid the company’s push to further expand its video content selection and boost its ads business, Spotify has announced a partnership with Netflix that will showcase select video podcasts on the popular streaming service.At launch, the Netflix-Spotify partnership will bring a curated selection of sports, culture, lifestyle, and true crime podcasts from Spotify Studios and The Ringer to Netflix. Over time, ...

Core Insights - The significant change in Netflix (NFLX) stock, with a 68.7% increase from 10/13/2024 to 10/13/2025, was primarily influenced by a 25.8% change in the company's Net Income Margin [2] Factors Behind Stock Price Change - Key developments influencing NFLX stock price include the company's successful Q4 2024 earnings report, which exceeded revenue, earnings per share, and paid subscriber expectations, adding 18.9 million new subscribers [6] - The implementation and expansion of an ad-supported tier, along with measures to curb password sharing, significantly contributed to subscriber growth and revenue, with ad revenue expected to nearly double in 2025 [6] - Netflix shifted its reporting focus from quarterly subscriber counts to overall revenue and engagement metrics starting in Q1 2025, consistently beating revenue and EPS estimates throughout Q1 and Q2 2025 [6] - Price increases for subscription plans in late 2024 and early 2025, along with investments in original content and expansion into live events and sports, have been key drivers for revenue and engagement [6] - The company maintained a strong competitive position, outperforming rivals in share price increase and growing its corporate demand share in 2024 [6] Current Assessment of NFLX Stock - The current assessment indicates that NFLX stock is considered relatively expensive, prompting further analysis of the underlying factors driving this opinion [5]

Financial Earnings Calendar - The upcoming earnings calendar is heavily focused on financial institutions, with major firms like JPMorgan Chase & Co., Wells Fargo & Company, and Goldman Sachs Group Inc. reporting pre-market on Tuesday [1] - The financial theme continues into Wednesday with Bank of America Corporation and Morgan Stanley also reporting before the market opens [1] Key Earnings Reports - Taiwan Semiconductor Manufacturing Company Ltd., a significant player in the market, is set to lead Thursday's pre-market earnings reports [1] - The following Tuesday will see a busy schedule with over 40 companies reporting, including GE Aerospace, Coca-Cola Company, and Netflix Inc. after market close, along with numerous industrials and healthcare companies [1]

Key Points For balance, look to include both high-quality growth stocks and dividend stocks in your portfolio. Streaming leader Netflix is delivering results despite pullbacks in consumer spending. Texas Instruments offers both long-term growth potential and a high dividend yield. 10 stocks we like better than Netflix › It's easy to feel complacent in today's market. The S&P 500 hasn't fallen by more than 3% from its all-time high for over five months -- meaning volatility is virtually nonexisten ...

Core Insights - Netflix demonstrates strong pricing power and advertising momentum, raising its 2025 operating margin guidance to 30% from 29% due to robust pricing, ad growth, and favorable FX trends [1][9] - The company expects ad revenues to double in 2025, supported by the Netflix Ads Suite and integration with Yahoo DSP, with 94 million monthly active users on the ad-supported tier [2][9] Revenue and Growth Projections - Netflix raised its 2025 revenue forecast to $44.8-$45.2 billion, reflecting a year-over-year growth of 15-16% [4] - The Zacks Consensus Estimate projects 2025 revenues at $45.07 billion, indicating a 15.55% year-over-year growth, with earnings expected to rise by 31.62% to $26.10 per share [13] Advertising Strategy and Innovations - The company is expanding globally by adjusting prices in markets like India and utilizing generative AI for personalized ads, while introducing new ad formats to attract premium advertisers [3] - Upcoming blockbuster titles are expected to maintain high engagement levels, reinforcing Netflix's pricing and advertising strategies [3] Competitive Landscape - Amazon is enhancing its advertising capabilities by integrating various platforms, with retail media revenues projected to exceed $60 billion in 2025 [5] - Warner Bros. Discovery is adopting a dual monetization model, expanding its ad-supported tier while raising ad-free prices, aiming for a streaming profit goal of $1.3 billion by 2025 [6] Stock Performance and Valuation - Netflix shares have increased by 36.8% year-to-date, outperforming the Zacks Broadcast Radio and Television industry and the Zacks Consumer Discretionary sector [7] - The company is currently trading at a forward price-to-earnings ratio of 39.46, which is higher than the industry average of 30.39 [10]

Netflix (NFLX) will announce its third-quarter 2025 financials on Tuesday, Oct. 21. Heading into the earnings, NFLX stock has barely moved, with shares of the streaming giant losing about 2% of their value in three months. Despite the lack of recent excitement in the share price, Netflix’s core subscription business remains healthy. Netflix continues to attract and retain subscribers, while its newer ad-supported tier is gaining traction. This dual-engine growth strategy positions Netflix for another stro ...

Group 1 - Netflix is expected to report revenues of approximately $11.50 billion for Q3 2025, a 17% increase year-over-year, with earnings anticipated at $6.94 per share compared to $5.40 in the same period last year [1] - The revenue growth is attributed to recent price hikes, including a $2.50 increase for the HD plan to $18 per month and a rise in the Premium plan to $25 per month, alongside enhanced advertising revenue from the launch of an in-house ad tech platform [1] - Content spending is projected to increase in Q3 and Q4, particularly due to investments in sports-related streaming, while margins are expected to remain stable for the quarter [1] Group 2 - The current market capitalization of Netflix stands at $495 billion, with a revenue of $42 billion over the past twelve months, achieving operational profitability with $12 billion in operating profits and net income of $10 billion [2] - Historical trends indicate that Netflix has had 19 earnings data points over the past five years, with 42% of one-day post-earnings returns being positive, which increases to 55% when considering the last three years [5] - The median of positive one-day returns is 11%, while the median of negative returns is -6.9%, suggesting a mixed performance in the immediate aftermath of earnings announcements [5]