About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Financial Performance - Company reported record-setting revenue of $11.08 billion for Q2, a 15.9% year-over-year increase, with earnings of $7.19 per share, surpassing analyst expectations of $11.06 billion in revenue and $7.09 per share in earnings [1] - Revenue forecast for 2025 has been raised to between $44.8 billion and $45.2 billion, driven by subscriber growth and advertising business momentum [2] Subscriber Growth and Content Strategy - Company ceased reporting specific subscriber figures, complicating the assessment of user growth; however, estimates indicate a decline in gross monthly subscriber additions in the US [3] - Focus remains on scaling through live sports and TV, as well as partnerships with creators, to enhance user engagement and growth [3] Live Programming Initiatives - Announced live programming events, including a Christmas Day NFL game and a boxing match, aimed at expanding the subscription base and supporting the advertising business [4]

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 ...

Pricing Changes - Peacock will increase the price of its ad-supported premium plan to $10.99 per month and the premium plus plan to $16.99 per month, effective July 23 [1][4] - This price increase follows a previous $2 rise implemented before the Olympic Games in Paris last year [4] New Tier Introduction - Peacock will test a new "Select" tier aimed at TV enthusiasts, which will feature current seasons of shows on NBC and Bravo, along with a selection of library titles, priced at $7.99 per month [2] Subscriber Growth - Peacock reported a total of 41 million paid subscribers in the first quarter, an increase from 36 million at the end of the previous year [5]

Comcast raised the price of its Peacock streaming service by $3 a month for new customers starting July 23, an increase of almost 38% for the lowest-priced plan https://t.co/aXdkAW5GeC ...

Financial Performance - Netflix's Q2 revenue increased by 13% last quarter [1] - Morgan Stanley upped Netflix's price target to $450, approximately 12% upside [1] Generative AI Impact - Generative AI can substantially reduce content production costs for animated films and scripted television series [2] - Generative AI can enhance personalization and curation, improving user engagement and pricing power [3][4] - Morgan Stanley's bull case projects Netflix's margins reaching 50% over time due to Gen AI [3] Market Opportunity & Competition - Netflix has over 300 million members, while there are over 700 million connected households in its operating markets, indicating further growth potential [6] - Netflix distributed a linear network in France called TF1 to grow engagement and reach [7] - YouTube and Netflix are increasingly defining television for the global audience [12] Strategic Evolution - Netflix's product is evolving to include other kinds of programming, potentially including sports, to be perceived as TV [8] - Consumers turn to Netflix to decide what to watch, unlike other streaming services except for YouTube [10][11]

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].

Netflix is due to report second-quarter results after the close of trading Thursday, with Wall Street eagerly anticipating a strong kickoff to media earnings season from the giant streamer. “Currently, we see no scaled global streaming competitor,” said Oppenheimer analyst Jason Helfstein in a recent note to clients, with an “outperform” rating and a higher stock price target of $1,425. “Outlook remains ironclad.” Helfstein and other analysts cite positives like viewership gains, a well-positioned ad tier, ...

CuriosityStream (NASDAQ: CURI ) shares are up by more than 100% since I last wrote about the video streaming company this year, when an AI catalyst emerged for CURI stock.Analyst’s Disclosure:I/we have a beneficial long position in the shares of CURI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is ...

Stocks trying to hold on to this head of steam this morning. Dow's up 80 points. NASDAQ just hit another record high.Big tech of course joins the earnings fund tonight with Netflix after the bell after a strong start to the year. Joining us this morning is NEM analyst Laura Martin. A $1,500 price target and a buy rating on the stock.Laura, it's good to have you back. I've seen a lot of 1100s and 1200s, but is is that close to a street high. you know, it might be.But, you know, we're really looking forward t ...