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.
Laura Martin, Needham analyst, joins CNBC's 'Squawk on the Street' to discuss expectations for Netflix earnings, how generative AI could change the use of capital, and more.
Paul Meeks, Managing Director at Water Tower Research, tells 'Worldwide Exchange' that Netflix's earnings growth is priced in, with live events and strong content driving future success.
Analysts expect Netflix to post strong revenue and earnings on the heels of its price hikes. However, growth from its password-sharing clampdown is slowing.
NFLX expects a 15% revenue jump and 44% EPS growth in Q2, but high valuation could cap near-term stock upside.
Netflix Inc (NASDAQ:NFLX, ETR:NFC) is heading into its second quarter earnings report amid a shift in investor sentiment to greater caution as the stock trades near a five-year high, according to analysts at Jefferies. The analysts remain bullish on the streaming giant, repeating their ‘Buy' rating and $1,400 price target, which represents upside of 12% from current levels.
NFLX's strong Q1 momentum continues with compelling Q2 catalysts, including Squid Game finale and ad platform expansion. Suggest a buy recommendation ahead of earnings.
Netflix reports Q2 2025 results after the closing bell on Thursday, July 17th, 2025. Netflix has been steadily walking up the operating guidance for the last few years, which is a considerable positive for the stock. Netflix's revenue revisions have been steadily higher as well, just less robustly, which could be indicative of the operating margin leverage impacting EPS estimates.
ETFs like FDN, FDND, FNGS, XLC and GGME are in focus as NFLX gears up to report Q2 results. Earnings are expected to grow 44.7%.
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Netflix (NFLX) possesses solid growth attributes, which could help it handily outperform the market.
Netflix dominates Warner Bros. Discovery with consistent growth, strong cash generation and streaming leadership.