Netflix, Inc.'s latest quarter impressed me, with strong revenue growth in UCAN and growth that went far beyond just currency tailwinds. Subscriber growth and retention remain robust, even after price hikes and with paid sharing and advertising still evolving. I'm cautious about Netflix's push into advertising and sports, fearing these could undermine its core value proposition.
Streaming giant Netflix NASDAQ: NFLX released Q2 2025 results on July 17, beating expectations on both sales and earnings for the seventh consecutive quarter. Despite this, markets weren't jumping for joy.
Netflix has delivered a robust Q2 beat and raise, yet the stock took a downturn during late trading. A deeper dive into management's disclosures shows Netflix's better-than-expected outlook is primarily driven by improved FX conditions on the weaker Dollar, rather than incremental outperformance from operations. This leaves limited mitigation against a tougher 2H24 compare. Despite the larger content slate in 2H25, it'll likely be difficult to match robust engagement acquired from prior year events.
Tom Rogers, Claigrid executive chairman and former NBC Cable president, joins 'Squawk Box' to discuss Netflix's quarterly earnings results, what's next for the streaming giant, state of the streaming wars, and more.
Stock futures were little changed Friday morning after both the S&P 500 and Nasdaq hit new highs, while the Dow Jones neared its own record levels.
Netflix stock (NASDAQ:NFLX) has been a stellar performer, nearly doubling over the last 12 months to levels of about $1,270 currently. The rally has been driven by the company's crackdown on password sharing and the expansion of its advertising-supported streaming tier.
The streamer's valuation looks stretched, but that doesn't mean investors should stay away.
Netflix reported stronger-than-expected second-quarter results Thursday, with profit jumping 45% year-over-year as the streaming giant benefited from subscription price increases and a growing advertising business.
Netflix, Inc. (NASDAQ:NFLX ) Q2 2025 Earnings Conference Call July 17, 2025 4:45 PM ET Company Participants Gregory K. Peters - Co-CEO, President & Director Spencer Wang - Vice President of Finance, Corporate Development & Investor Relations Spencer Adam Neumann - Chief Financial Officer Theodore A.
Netflix said Thursday (July 17) that it expects advertising revenue to roughly double in 2025, as the company introduces interactive ads in the second half of the year.
Ted Sarandos has always had an uncanny grasp of titles and stars, conjuring them in his pre-internet days as a video store clerk and dropping them frequently during his 25-year run at Netflix.