Netflix, Inc. (NFLX)
Netflix: Warner Bros. Clues, Brazil Tax, & What Truly Matters
Netflix is a "Buy" after Q3 sell-off, as non-recurring Brazil tax and FX issues overshadow strong fundamentals and upgraded guidance. NFLX raised full-year guidance, reported record engagement, and continues to expand its content and advertising strategies for sustained long-term growth. Valuation is not cheap, but projected 13%+ revenue and 20%+ EPS growth support a 20% upside with a $1,380 price target.
Netflix misses Q3 earnings targets due to tax dispute in Brazil
Netflix missed Wall Street's third-quarter earnings targets because of an unexpected expense from a dispute with Brazilian tax authorities, while it offered a forecast a touch ahead of Wall Street projections for the rest of the year.
Netflix Earnings Fall Flat Amid Tax Dispute
Netflix shares dropped Tuesday after the streaming giant released lackluster third quarter earnings. Bloomberg's Felix Gillette says that things are going well for Netflix within programming, despite the financial impacts of a costly tax dispute in Brazil.
Here's are Some of Wednesday's Biggest Analyst Calls: NFLX, DELL, APP AMZN
At the moment, analysts have an average price target of $1,344.19 on NFLX. Piper Sandler just initiated an overweight rating on Dell (NYSE: DELL).
Watch These Key Netflix Price Levels as Stock Drops After Disappointing Earnings
Netflix (NFLX) shares tumbled in premarket trading Wednesday after the streaming giant 's third-quarter earnings came in short of Wall Street expectations.
A $619 Million Surprise Hit Netflix's Margins
Netflix, Inc. faced a one-time $619 million Brazilian tax expense, dropping Q3 operating margin to 28% and causing a 7% stock decline. Despite the margin hit, NFLX delivered strong 17.2% revenue growth, record engagement, and robust free cash flow, with fundamentals remaining solid. Q4 guidance projects $11.96 billion revenue and a 23.9% margin, likely reflecting continued tax impact and seasonality, but not operational weakness.
Netflix Stock Drops After Earnings Miss. Company Blames Brazil Tax Dispute.
Netflix reports third-quarter adjusted earnings of $5.87 a share, missing Wall Street estimates of $6.96 a share.
Netflix Q3 Earnings: Solid Results, But Here Are 2 Bearish Takeaways
Netflix delivered solid Q3 results, but high market expectations and an EPS miss led to a 6% stock decline. NFLX's margin pressures and increased investment in content and marketing raise concerns about sustaining high profitability while pursuing growth. Optional growth avenues like ads and new product lines offer potential, but their uncertain impact shouldn't be factored into NFLX's valuation.
CNBC Daily Open: Netflix shows how it's done despite earnings miss
China says countries should take a "proactive role" in stabilizing their rare earths supplies. Netflix's third-quarter earnings missed expectations because of an ongoing dispute with Brazilian tax authorities.
Inside The Surprise Brazilian Tax That Rattled Netflix Earnings
An unexpected and painful $619 million tax expense from Brazil knocked the operating margin for Netflix' September quarter, defying Wall Street's upbeat guidance and hitting the stock, which fell more than 6%. It was unusual.
Netflix, Inc. (NFLX) Q3 2025 Earnings Call Transcript
Netflix, Inc. (NASDAQ:NFLX ) Q3 2025 Earnings Call October 21, 2025 4:45 PM EDT Company Participants Spencer Wang - Vice President of Finance, Corporate Development & Investor Relations Gregory Peters - Co-CEO, President & Director Theodore Sarandos - Co-CEO, President & Director Spencer Neumann - Chief Financial Officer Presentation Spencer Wang Vice President of Finance, Corporate Development & Investor Relations Good afternoon, and welcome to the Netflix Q3 2025 Earnings Interview. I'm Spencer Wang, VP of Finance, IR and Corporate Development.
Markets Reflect Flattish - Q3 Earnings from NFLX, TXN, MAT
While the S&P 500 and Nasdaq were modestly on either side of zero, the Dow finished the session up +0.47% and the small-cap Russell 2000 was -0.49%.
