October 16, 2025 09:47 PM GMT Downloaded by daisy@ilookcap.com Not for redistribution without written consent of Morgan Stanley Netflix Inc | North America Entertained & Engaged - Reiterate OW Shares have lagged the NASDAQ by 2,000bp since end of June, with concerns over engagement growth and the competitive threat from AI-generated content weighing on sentiment. We remain bullish expecting strong 2H25 financial results including potential advertising upside and engagement growth. Media & Entertainment | Un ...

Key Takeaways Netflix reports Q3 earnings Oct. 21 with revenues projected at $11.5B, up 17% year over year.NFLX content slate, including Squid Game Season 3 and live boxing, drove engagement in Q3.Stock trades at premium 38.18X forward earnings; existing holders should maintain positions.Netflix (NFLX) is slated to report third-quarter 2025 results on Oct. 21. For the third quarter, Netflix projects revenues of $11.526 billion, suggesting year-over-year growth of approximately 17% on both a reported and for ...