Core Insights - Netflix is set to report its third-quarter results, with Wall Street showing concern as the stock has declined for five consecutive trading sessions, closing at $1,183.59, down 1.6% [1][2] - Analysts expect Netflix to earn $6.96 per share on sales of $11.51 billion for the September quarter, indicating a year-over-year growth of 29% in earnings and 17% in sales [2] - The focus for the upcoming report will be on Netflix's progress in its advertising-supported service [2] Analyst Ratings - Bernstein analyst Laurent Yoon maintains an outperform rating with a price target of $1,390, citing healthy subscriber engagement trends and popular content [3] - UBS analyst John Hodulik also holds a buy rating with a price target of $1,495, suggesting Netflix can sustain double-digit revenue growth due to member growth, price hikes, and increased advertising [4] - Monness Crespi Hardt analyst Brian White has a neutral rating, acknowledging Netflix's strong platform but noting dynamic competition and rich valuation [4] Content and Subscriber Engagement - Popular content in the last quarter included the second season of "Wednesday," the third season of "Squid Game," and the movie "KPop Demon Hunters" [3] - Upcoming releases include the return of "Stranger Things," high-profile movies like "Frankenstein," and popular series such as "The Diplomat" and "The Witcher" [3]

Core Insights - Edwards Lifesciences reported strong second-quarter 2025 earnings, surpassing revenue and earnings expectations, primarily driven by growth in heart valve therapies [1][2][3] Financial Performance - The company achieved sales of $1.53 billion, exceeding the consensus estimate of $1.49 billion and falling within management's guidance of $1.45 billion to $1.53 billion [2] - Sales grew by 11.9%, or 10.6% when adjusted, with all product groups showing strength [3] - Adjusted earnings were reported at 67 cents per share, beating the consensus of 62 cents and management's guidance of 59 to 65 cents [3] Segment Performance - Transcatheter Aortic Valve Replacement (TAVR) sales reached $1.1 billion, marking an increase of 8.9%, or 7.8% on a constant currency basis [4] - Transcatheter Mitral and Tricuspid Therapies (TMTT) segments reported sales of $134.5 million, demonstrating a year-over-year growth of 61.9%, or over 57.1% on a constant currency basis [5] - Surgical segment global sales reached $267 million, an increase of 7.7% year-over-year, or 6.8% on a constant currency basis [5] Guidance and Outlook - The company raised its full-year sales guidance from $5.70 billion to $6.10 billion to a new range of $5.90 billion to $6.10 billion, compared to the consensus of $5.91 billion [6] - Adjusted earnings guidance for fiscal 2025 is affirmed at $2.40 to $2.50 per share, with third-quarter adjusted earnings forecasted at 54 to 60 cents [7] - TAVR underlying growth rate guidance is increased to 6% to 7%, with sales guidance for TAVR set at $4.3 billion to $4.5 billion [8] Analyst Insights - Goldman Sachs views the second quarter as a turning point for the company, expecting steady double-digit revenue growth [9] - Analysts predict that Edwards will return to strong performance, with revenue growth over 10% and operating margins above 30% [11] - Various analysts have raised their price forecasts for Edwards Lifesciences, with Deutsche Bank increasing its target from $85 to $94, and Barclays raising its forecast from $90 to $95 [12][13][14]