Netflix reported a solid Q3 with strong revenue growth and content engagement, despite a one-off Brazilian tax expense impacting margins. The recent stock decline is attributed more to Warner Bros. Discovery acquisition rumors than to the tax issue, which is not company-specific. Pro forma modeling shows acquiring WBD's Studios & Streaming division could boost NFLX EPS by 21% by FY29, offering significant upside potential.
Artificial intelligence is widening the productivity gap between the large and small companies, furthering the 'K-shaped economy' phenomenon.
NFLX drops 12% post-Q3 on Brazilian tax miss. Ad revenues are doubling, and live streaming is expanding.
Netflix's profits took a temporary hit and its growth potential is still strong in spite of a minuscule deceleration in the coming quarter. The stock trades at a lofty valuation even with the pullback.
Netflix is the world's largest streaming service, and its 300 million-plus members put it miles ahead of the competition. The company just delivered its fastest quarterly revenue growth in four years, but it missed expectations at the bottom line, which triggered a sell-off in its stock.
Netflix (NASDAQ: NFLX) shares have entered dangerous technical territory, flashing multiple bearish signals that suggest momentum could unravel further.
Netflix has shut down the studio behind its mobile game "Squid Game: Unleashed", amid a shift in strategy for its video gaming unit.
Here are some of the major companies whose stocks moved on the week's news.
Investors with an interest in Broadcast Radio and Television stocks have likely encountered both Fox (FOXA) and Netflix (NFLX). But which of these two companies is the best option for those looking for undervalued stocks?
Netflix delivered mixed 3Q results, missing EPS due to a one-time Brazilian tax, but provided slightly better-than-expected 4Q guidance. Despite the industry's maturity, NFLX remains focused on viewer retention and monetization efforts, with advertising revenue more than doubling in FY2025. Its FCF generation has remained strong, with a 30% YoY increase expected in FY2025, as the company raised its full-year guidance to $9 billion.
After surging through the first half of 2025, streaming behemoth Netflix NASDAQ: NFLX has now given up half its gains. Through June 30, Netflix shares were up by more than 50%.
Netflix's Q3 earnings miss hits shares hard, but ETFs like FDN, XLC and FNGS offer a diversified play on its long-term potential.