Netflix co-chief executive Greg Peters said it is on track to win the backing of Warner Bros Discovery shareholders for its $82.7 billion offer for the company's film and television studios, adding that Paramount's rival bid "doesn't pass the sniff test", the Financial Times reported on Thursday.
NFLX shows signs of steadier membership momentum as engagement improves, ad-supported plans gain traction, and its content lineup supports growth.
Netflix shares slide despite a Q4 earnings beat, putting ETFs like FDN in focus for investors seeking diversified exposure.
Netflix delivered strong Q4 results, beating analyst estimates on both revenue and earnings, with 17.6% YoY revenue growth driven by membership and ad revenue. Despite robust fundamentals and double-digit regional growth, NFLX guides for decelerating 12-14% revenue growth in 2026, which pressured the stock post-earnings. Profitability remains a highlight, with operating margins expanding and expectations of 31.5% for 2026, while share buybacks signal management's confidence.
Netflix is a buy as valuation resets to attractive levels, despite market concerns over the Warner Bros. Discovery deal. Q4 earnings showed resilient subscriber growth, strong engagement, and expanding operating margins, reinforcing the long-term bull case. NFLX's content strategy delivers sustained engagement across niches, supporting pricing power and operational leverage, with a 9% YoY increase in Netflix Originals views.
Netflix ( NFLX ), the world's largest streaming service, announced quarterly earnings yesterday afternoon, and though the stock is selling off, the results were broadly positive. After declining more than 30% over the last few months and further today, Netflix shares are approaching levels levels that are beginning to look quite attractive.
Netflix Inc (NASDAQ:NFLX, XETRA:NFC)'s fourth quarter and full-year 2025 results drew a generally positive response from analysts at Wedbush and UBS, who pointed to solid execution and accelerating advertising momentum, tempered by softer near-term guidance and higher investment levels. Following the report, shares of Netflix traded down 2.3% at about $85 on Wednesday afternoon.
Steve Weiss, Founder and Managing Partner of Short Hills Capital Partners joins CNBC's “Halftime Report” to explain why he's trimming Netflix now.
Netflix launched its cheaper, ad-supported option in late 2022. Its growth is starting to contribute to overall revenue.
Investors are scrutinizing Netflix's results more closely than ever. They don't like what they see.
The 2025 Q4 earnings season is now in full swing, with a wide variety of companies reporting results in each of the coming weeks. It looks to be another period of positivity, underpinned by a large contribution from the beloved technology sector.
NFLX beats Q4 earnings and revenue estimates, crosses 325 million paid members, and sees strong gains from ads, pricing, and a blockbuster content slate.