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Netflix Q2 Fueled By Price, Ads & Squid Game—Q3 Set To Repeat
Benzinga· 2025-07-17 20:32
Core Insights - Netflix reported second-quarter revenue of $11.08 billion, a 16% year-over-year increase, surpassing the consensus estimate of $11.04 billion [1] - The company achieved earnings per share of $7.19, exceeding the consensus estimate of $7.06 [1] - Operating margins reached 34%, benefiting from increased membership, higher pricing, and rising advertising revenue [2] Revenue Growth by Region - UCAN region generated $4.93 billion, up 15% year-over-year, outperforming the 9% growth in the first quarter [8] - EMEA region reported $3.54 billion, an 18% increase [8] - LATAM region saw $1.31 billion, a 9% growth [8] - APAC region also contributed $1.31 billion, with a notable 24% increase [8] Content Performance - The third season of "Squid Game" released in June garnered 122 million views, making it the sixth highest in Netflix's history [3] - Netflix members collectively watched 95 billion hours of content in the first half of the year [3] Future Guidance - For the third quarter, Netflix projects revenue of $11.526 billion, a 17% year-over-year increase, and earnings per share of $6.87, both above Street estimates [4] - The full-year revenue guidance has been raised to a range of $44.8 billion to $45.2 billion, up from a previous range of $43.5 billion to $44.5 billion [4] - Operating margins are expected to be 29.5% for the full year [5] Advertising Revenue Expectations - The company anticipates doubling its advertising revenue for the full year, following successful upfront presentations with advertisers [6]
Netflix Posts Solid Q2 Results, Raises Full-Year Revenue Forecast
Deadline· 2025-07-17 20:15
Netflix topped Wall Street’s second-quarter expectations and raised its full-year forecast for revenue. Earnings per share of $7.19 beat analysts’ consensus by a dime, while revenue of $11.079 billion exceeded the Street’s outlook by a much narrower margin. The bar for revenue was in the $11.06 billion range according to most surveys of analyst sentiment. As it rolls out a big second half of 2025 on the programming front, Netflix said it was raising its revenue forecast for 2025. The updated guidance calls ...
Netflix Bulls Are Winning The Binge — But Is A Plot Twist Coming After Earnings?
Benzinga· 2025-07-17 17:39
Core Viewpoint - Netflix Inc. has experienced significant stock growth, rising nearly 94% over the past year and over 40% year to date, but there are signs of potential turbulence ahead of its upcoming earnings report [1][2]. Financial Expectations - The company is expected to report earnings per share of $7.06 on revenue of $11.04 billion, driven by password-sharing crackdowns, advertising expansion, and a strong content slate [2]. Technical Analysis - Netflix's stock is currently above its five-day, 20-day, and 50-day Exponential Moving Averages (EMAs), indicating a bullish trend, but it is trading below its 8-day and 20-day Simple Moving Averages (SMAs), suggesting potential near-term bearish pressure [3]. - The divergence in moving averages indicates that traders may be taking profits ahead of earnings, possibly anticipating a disappointment or simply cashing in on recent gains [4]. Momentum Indicators - The Moving Average Convergence Divergence (MACD) is at 10.30, indicating strong bullish momentum, while the Relative Strength Index (RSI) is at 51.13, suggesting that the stock is neither overbought nor oversold, allowing for a sharp post-earnings move in either direction [5]. Price Action and Potential Outcomes - Investors are advised to maintain a tight stop as the stock approaches its all-time high of $1,341.15; a strong earnings report could lead to a breakout, while a minor miss might result in a pullback towards the 50-day SMA at $1,225.70 [6].
Best Momentum Stocks to Buy for July 17th
ZACKS· 2025-07-17 15:01
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, July 17th:ProKidney Corp. (PROK) : This clinical-stage biotechnology company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 5.8% over the last 60 days.ProKidney’s shares gained 371.7% over the last three months compared with the S&P 500’s advance of 18.2%. The company possesses a Momentum Score of A.Roku, Inc. (ROKU) : This operator of a TV streami ...
FDN: Netflix Earnings May Dictate The Next Move
Seeking Alpha· 2025-07-15 21:52
Group 1 - The earnings season is currently underway, with significant attention on tech mega-caps, particularly Netflix, which will report its earnings this week [1] - Investors are eager to gain insights from Netflix's performance as it may set the tone for the broader tech sector [1] Group 2 - The article emphasizes the importance of narrative in financial data, suggesting that effective communication can enhance understanding for everyday investors [1] - It highlights the role of empirical data and charts in creating engaging financial content, which can help in making complex information more accessible [1]
Paramount Australia Partners with Magnite to Unlock Programmatic Access to the Paramount+ Ad Tier
Globenewswire· 2025-07-14 21:00
Core Insights - Magnite and Paramount Australia have announced a partnership to provide programmatic access to Paramount+'s premium streaming TV inventory in Australia for the first time [1][3] - This collaboration aims to enhance advertising efficiency and transparency, allowing advertisers to reach engaged streaming audiences more effectively [1][3] - The partnership is part of Paramount Australia's ongoing business and technology transformation, leading to the development of Paramount Connect [1] Company Overview - Magnite is the largest independent sell-side advertising company globally, facilitating monetization of content across various formats including CTV, online video, display, and audio [4] - Paramount Australia is a prominent media and entertainment company, known for creating premium content and experiences, with a portfolio that includes Network 10, Paramount+, Paramount Pictures, Nickelodeon, and MTV [5] Technological Integration - The integration of Magnite's SpringServe video platform with Paramount's mediation capabilities will streamline advertiser access to Paramount's premium streaming inventory [2] - The partnership is expected to drive innovation in streaming TV, providing brands with a first-mover advantage in accessing one of Australia's leading streaming platforms [3]
Netflix set to kick off tech earnings season with strong revenue, profit growth
Proactiveinvestors NA· 2025-07-14 19:49
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has bureaus and studios in key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2][3] Group 2 - The company is committed to using technology to enhance workflows and has a team with decades of expertise [4] - Proactive occasionally employs automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]
Netflix (NFLX) Reports Next Week: Wall Street Expects Earnings Growth
ZACKS· 2025-07-10 15:01
Core Viewpoint - The market anticipates Netflix to report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The consensus EPS estimate for Netflix is $7.05 per share, reflecting a year-over-year increase of +44.5%, while revenues are expected to reach $11.05 billion, up 15.6% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 0.32% lower, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +2.84% for Netflix, suggesting analysts have recently become more optimistic about the company's earnings prospects [12]. Historical Performance - Netflix has consistently beaten consensus EPS estimates, achieving this in the last four quarters, including a +16.17% surprise in the most recent quarter [13][14]. Investment Considerations - While a positive earnings surprise is likely, other factors may influence stock performance, making it essential for investors to consider the broader context beyond just earnings results [15][17].
Netflix Reports After Close 7/17 And Options Expire The Next Day
Forbes· 2025-07-08 17:33
Core Viewpoint - Netflix is projected to report earnings on July 17, with estimates of $7.06 per share and $11.04 billion in revenue [1]. Group 1: Earnings and Revenue - The upcoming earnings date for Netflix is set for July 17, with an earnings estimate of $7.06 per share [1]. - The projected revenue for the upcoming earnings report is $11.04 billion [1]. - Historical earnings data indicates a strong long-term earnings per share trend for Netflix [4]. Group 2: Market Volatility and Options Trading - Earnings reports can lead to significant volatility in Netflix's stock price, which can be advantageous for options traders [5]. - Netflix has options available that expire on July 18, attracting interest from options traders [5]. - Investors can explore the NFLX options chain for both puts and calls for further trading strategies [6].
Netflix: These 3 Metrics Explain The Valuation
Seeking Alpha· 2025-07-08 16:09
Group 1 - Netflix, Inc. (NASDAQ: NFLX) has reached an all-time high, trading around $1,300 per share, indicating strong market performance [1] - Despite the rally, there are concerns regarding the valuation of Netflix, leading to bearish sentiments among investors [1] - The article emphasizes the importance of considering fundamentals when evaluating stock performance [1] Group 2 - The author, Rick, is a Wall Street Journal best-selling author with over 20 years of experience in trading stocks and options, providing credibility to the analysis [1] - Rick has written a book titled "The Financially Independent Millennial," which shares his journey to financial independence at age 35 [1]