Here's a look at the key figures from the quarter. ROKU stock is moving. Watch the price action here.Roku Rocks Q4Roku reported quarterly earnings of 53 cents per share, which beat the consensus estimate of 27 cents by 93.43%, according to data from Benzinga Pro.Quarterly revenue came in at $1.4 billion, which beat the analyst consensus estimate of $1.35 billion and was up from $1.2 billion in the same period last year.The company reported the following fiscal 2025 highlights: Total net revenue was $4.74 bi ...

Roku handily beat Wall Street analysts’ consensus forecast for earnings in the fourth quarter and signaled plans to roll out bundles of premium streaming subscriptions. The company posted revenue of $1.4 billion in the fourth quarter, up 16%, with adjusted earnings per share of 53 cents, a reversal of the year-ago quarter’s loss of 24 cents a share. Analysts had been calling for earnings of 28 cents a share. Roku shares rocketed 13% in after-hours trading on the financials as well as upbeat guidance. Roku ...

Company Overview - Netflix's product division has laid off several dozen employees, which is less than 1% of its 6,000-employee workforce, as part of a reorganization effort [1] - The layoffs did not affect any senior executives within the product division [1] Leadership Changes - Elizabeth Stone has been promoted to Chief Product and Technology Officer, overseeing product, engineering, and data groups [2] - The previous Chief Product Officer, Eunice Kim, left in September after a significant user interface update, which was linked to recent subscriber growth [2] Subscriber Metrics - Netflix has stopped reporting quarterly subscriber numbers but indicated it ended 2025 with over 325 million subscribers [3] Strategic Moves - In December, Netflix announced an $82.7 billion deal to acquire Warner Bros. Discovery's studios and streaming division, which is pending approval and may take over a year [4] - Paramount Skydance has made a hostile bid for shareholders, revising its offer multiple times [4] Industry Context - Workforce reductions are becoming common in the tech sector, with Amazon announcing 30,000 layoffs in the past four months [5] - The rise of AI is cited as a reason for job cuts, as many roles in tech are evolving to focus on refining AI-generated work [6]

Core Insights - Netflix has experienced significant long-term growth, becoming immensely profitable while consistently innovating in the streaming video industry [1] - Recent concerns among investors suggest that Netflix's growth may not continue indefinitely, similar to the fate of its popular content [1] Financial Performance - Netflix transitioned from a DVD-by-mail model to a streaming service, achieving sales growth from $1.3 million in 1998 to over $1.2 billion by 2007 [5] - The company became profitable relatively quickly, moving from a loss of $57 million in 2000 to a profit of nearly $67 million by 2007 [6] - Between 2007 and 2016, Netflix's revenue surged sevenfold to $8.83 billion, while net income only increased to $187 million, reflecting a more than tenfold rise in R&D spending and significant increases in marketing and overhead costs [8]

Love triangles make compelling viewing entertainment, but the hottest trio right now isn't airing on a popular network or one of the leading streaming services. The must-watch love triangle of the season happens to be the one involving three of the media companies themselves. Netflix (NASDAQ: NFLX) has had a deal in place to acquire most of Warner Bros. Discovery's (NASDAQ: WBD) assets since November. Both parties signed off on a $72 billion deal that is worth closer to $83 billion on an enterprise value b ...

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, ...

Is Netflix's 10% Dip a Buying Opportunity or a Warning Sign? - 24/7 Wall St.[S&P 5006,978.20 +0.32%][Dow Jones50,411.70 +0.29%][Nasdaq 10025,294.80 +0.43%][Russell 20002,706.27 +0.72%][FTSE 10010,453.60 +0.76%][Nikkei 22558,341.70 +0.56%][Investing]# Is Netflix's 10% Dip a Buying Opportunity or a Warning Sign?### Quick ReadNetflix (NFLX) fell 12.32% year-to-date as EPS declined three consecutive quarters from $0.72 to $0.56.Netflix missed Q3 2025 earnings by 15.71% with $0.59 EPS versus $0.70 expected.Netfl ...

Quick Read Netflix (NFLX) fell 12.32% year-to-date as EPS declined three consecutive quarters from $0.72 to $0.56. Netflix missed Q3 2025 earnings by 15.71% with $0.59 EPS versus $0.70 expected. Netflix agreed to acquire Warner Bros. for $82.7B to consolidate Game of Thrones and Harry Potter franchises. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Netflix (NASDAQ: NFLX) opened 2026 with a predic ...

Core Viewpoint - The market remains skeptical about Netflix's acquisition of Warner Bros. Discovery, leading to a significant decline in Netflix's stock price despite its strong financial performance and potential for growth [1][8]. Financial Performance - Netflix ended 2025 with a robust balance sheet, featuring $4.4 billion in long-term debt net of cash, $13.3 billion in operating income, and $11 billion in net income from $45.2 billion in revenue, resulting in an operating margin of 29.4% and a net profit margin of 24.3% [3][4]. - The company's earnings per share reached a record $2.53 in 2025, indicating strong profitability [4]. Valuation Changes - At its peak, Netflix traded at over 60 times trailing earnings and over 50 times forward earnings, but the recent sell-off has reduced its price-to-earnings (P/E) ratio to 32.5 and forward P/E to 26.3, making it less expensive compared to the S&P 500's forward P/E of 23.6 [5][7]. - The transition from a high-growth stock to a more reasonably priced asset has raised questions about investor confidence [7]. Acquisition Details - Netflix announced the acquisition of Warner Bros. Discovery for $27.75 per share, with an enterprise value of $82.7 billion, which includes $10.7 billion in net debt [9]. - The acquisition will increase Netflix's leverage as Warner Bros. carries more debt, and Netflix's decision to amend the deal to an all-cash transaction will require taking on additional debt [10]. Strategic Implications - The acquisition is expected to enhance Netflix's intellectual property and content library, potentially stabilizing HBO and HBO Max as streaming services [11]. - While the deal could lead to faster earnings growth, it poses risks to Netflix's historically high-margin, low-leverage business model, prompting some investors to consider selling [12]. Investment Perspective - For investors who believe in the strategic rationale behind the acquisition and Netflix's ability to manage the new debt, the current valuation presents a compelling buying opportunity [13]. - However, uncertainty surrounding the acquisition's impact on Netflix's business model may keep the stock under pressure until more clarity is provided [13].

Larry Ellison’s Paramount has been caught up in an endless bidding war with Netflix - Justin Sullivan/Getty Billionaire Larry Ellison has launched a fresh effort to derail Netflix’s planned $83bn (£61bn) takeover of Warner Bros. Paramount, the US media group controlled by the Oracle founder, has sweetened its rival $108bn bid for the historic Hollywood studio as it seeks to win over shareholders. The company offered to pay a so-called “ticking fee” of $0.25 per share to investors every quarter should its ...