Netflix, Inc. (NFLX)
Netflix: A Great Show Is Happening
Netflix exceeded revenue and earnings expectations for Q1 2025, driven by increased membership and ad revenue, despite discontinuing certain key data points. Regional growth was robust, especially in Asia Pacific and EMEA, with new content and ad tech platforms bolstering future prospects. Despite strong performance, Netflix's stock remains expensive, leading me to maintain a 'hold' rating due to limited further market-beating potential.
Netflix: The Stock Priced For Perfection In FY 2025
Netflix remains resilient with limited tariff exposure, strong earnings growth, and solid FCF generation, backed by an optimistic FY 2025 outlook. Management plans to double ad revenue in FY 2025 and expects revenue to double by FY 2030, implying a 15% CAGR, which seems optimistic given the current backdrop. NFLX hasn't factored in any global recession risks, as management downplayed the potential impact, which could affect subscriber growth and revenue if economic conditions worsen.
Should Netflix Replace Tesla in the "Magnificent Seven"?
Despite periods of intense volatility, Tesla (TSLA -0.13%) has been a wonderful investment. Its shares soared 1,720% in the past decade, driven by disruption, innovation, and rapid growth.
Should Investors Buy Netflix Stock Right Now?
Netflix (NFLX 1.19%) continues to outperform expectations, and investors are excited about its potential as a tariff-resistant business.
Netflix Could Jump 139% in 5 Years, According to Management
Netflix (NFLX 1.44%) is one of the best-performing stocks of the 21st century, and it's been one of the biggest surprises over the last three years.
Netflix: A Recession Will Not Take Down This King (Rating Upgrade)
Netflix's Q1 report showed strong performance, beating analyst estimates on both the top- and bottom-lines, with significant growth in revenue, EPS, and operating margins. The company's robust content slate and ad-supported plans position it well to withstand macroeconomic headwinds, including potential recessions. NFLX's valuation is attractive with significant upside and strong momentum, leading to an upgrade from HOLD to BUY.
Netflix Has Made Several Risky Bets. Earnings Show They've Paid Off.
Netflix is to be ‘predictable and defensive amid a wide range of macroeconomic scenarios,' BofA Securities analyst Jessica Reif Ehrlich writes.
Netflix's Strong Q1 Results Show 'Great Resiliency in Tough Times,' Jefferies Says
After Netflix (NFLX) delivered first-quarter earnings that topped Wall Street's expectations, several analysts lauded the company's ability to thrive amid economic uncertainty.
How Netflix has been able to skirt effects of Trump's tariffs
Netflix co-CEO Gregory Peters said customer retention has been strong and that the entertainment industry has been resilient even during tougher economic times.
Netflix is revamping search with AI to improve discovery
Netflix is building a new search experience aimed at improving the discovery experience, and it's going to use AI to do it, the company's CEO Greg Peters said during its first-quarter results conference call.
Netflix's Next Act: From Hyperscale Growth To Ad-Driven Margin Expansion
Netflix's earnings beat expectations, with EPS at $6.61 vs. $5.71 expected, signaling a shift to profit and margin expansion over subscriber growth. The company is focusing on ad revenue as a primary growth driver, targeting $8 billion in free cash flow for 2025, alongside continued share buybacks. NFLX maintains a conservative balance sheet with very low debt relative to EBITDA, and is now solidly free cash flow positive and self funding.
Now Streaming on Netflix: A Show Where Profits Trump the Trade War
The streaming giant sticks by its full-year forecast in a rare show of resilience in a tumultuous market.
