Netflix(US:NFLX) 智通财经网·2025-05-07 13:06Core Viewpoint - Despite potential risks from high tariffs on imported films, Netflix's strong business performance continues to instill confidence among investors regarding its future prospects [1][3]. Group 1: Financial Performance - Netflix has reported record profits and provided better-than-expected earnings guidance, reinforcing its leadership position in the entertainment industry [1]. - The company's stock has seen significant investor interest, with a 20% increase over 11 consecutive trading days prior to a slight 1.6% drop this week [1]. - Analysts have noted that Netflix's earnings forecasts for 2025 have remained stable, indicating that the potential tariff risks have not yet been factored into analyst considerations [3]. Group 2: Market Comparison - In comparison, Disney's latest earnings report exceeded expectations, yet its stock has declined by 17% year-to-date, while Roku has seen a 19% drop and Warner Bros. Discovery has fallen by 20% [1]. - Paramount Global's stock has increased by approximately 10%, with its earnings report expected later this week [1]. Group 3: Tariff Impact and Analyst Opinions - Analysts have expressed concerns that tariffs could reduce Netflix's earnings per share by about 20% in a worst-case scenario, but they also acknowledge the company's ability to manage such risks [3][5]. - The specifics of the tariff policy remain unclear, including which films would be affected and how tariffs would be calculated, making the actual impact difficult to predict [3]. - Some analysts believe that the recent tariff discussions may not lead to concrete policy changes, viewing them as speculative rather than imminent threats [5].