Netflix Inc. NFLX shares traded higher on Thursday, lifted by strong international revenue gains, expanding live sports ambitions, and momentum from major content releases including Squid Game Season 3 and Stranger Things Season 5.The streaming giant strengthened its hold on South Korea's $1.1 billion premium streaming market in the first half of 2025, capturing 8.2 million subscribers and nearly half of total viewership. The platform’s dominance comes from hits like Squid Game Season 3, fresh theatrical re ...

Key Takeaways Squid Game Season 3 drew about 122M views, boosting Netflix's subscriber appeal.New hits and a strong 2025 lineup support Netflix's growth and engagement strategy.Ad tier gains and FX tailwinds helped lift Netflix's 2025 revenue forecast to $44.8-$45.2B.Netflix’s (NFLX) content strength continues to fuel robust viewer engagement, a trend that is central to its growth strategy. In the second quarter of 2025, Squid Game Season 3 alone drew in approximately 122 million views, reinforcing the comp ...

Group 1 - Netflix is expected to announce Q2 2025 earnings on July 17, 2025, with revenues projected at approximately $11 billion, a 15% increase year-over-year, and earnings projected at $7.06 per share, up from $4.88 last year [2] - The revenue growth is attributed to recent price hikes and increasing advertising revenue, with the standard HD plan price raised by $2.50 to $18 per month and the Premium plan increased to $25 per month [2] - Netflix's advertising technology enhancements, including the launch of an in-house ad tech platform in the U.S. in April, are expected to improve ad capabilities and pricing realizations [2] Group 2 - Content costs for Netflix are anticipated to rise this year, as the company expands into live sports, which may lead to higher production and licensing expenses [3] - Netflix's current market capitalization stands at $551 billion, with total revenue over the last twelve months at $40 billion, operating profits at $11 billion, and net income at $9.3 billion [4] Group 3 - Historical data shows that Netflix has had 19 earnings data points in the past five years, with 42% resulting in positive one-day returns, which increases to 64% over the past three years [5] - The median of the positive one-day returns is 11%, while the median of the negative returns is -6.9% [5] Group 4 - A strategy to examine the correlation between short-term and medium-term returns after earnings can be beneficial, particularly if the 1D and 5D returns exhibit high correlation [6]

Core Viewpoint - Netflix Inc is performing well, gaining subscribers, content, and cash while other streaming services struggle [1] Group 1: Financial Performance - Netflix recently reported a strong performance, beating expectations on both revenue and earnings for the first quarter, leading to a surge in stock price above key moving averages [1] - The stock is currently trading at $973.03, significantly above its eight, 20, 50, and 200-day simple moving averages, indicating strong momentum [4] Group 2: Strategic Focus - Instead of focusing on subscriber counts, Netflix is optimistic about its future content slate, particularly highlighting the return of popular shows like "Squid Game" Season 3, set to premiere on June 27 [2] - The company is expanding its offerings by bringing NFL football to Christmas Day and launching its in-house advertising technology, indicating a strategic move to control the advertising space [3] Group 3: Revenue Guidance - Netflix has set a revenue guidance for 2025 of up to $44.5 billion, showcasing confidence in its growth trajectory [4] - The company aims to build "the most valued entertainment company for members, creators, and shareholders," and is on track to achieve this mission [5]