Research archive for NFLX

On Tuesday night, Netflix delivered a blockbuster earnings beat for the first quarter of 2025, posting $10.54 billion in revenue and $6.61 earnings per share, both above expectations. Net profit jumped 24% to $2.89 billion, and margins improved to 31.7%.

We've spent most of our time recently writing about politics and trade relations in this newsletter. We should be focusing more on company reporting. After all, we own quality stocks which should thrive regardless of current conditions.

YouTube and Netflix are each embracing parts of the others business model. YouTube, which made $36 billion from ads in 2024, is testing a cheaper, ad-free "Premium Lite" tier in markets like the US and Australia. The goal? Convert more users into paying subscribers while keeping music videos ad-supported.

Rumours are swirling that Netflix is the lead contender to win the multi-year broadcasting rights for F1 in the US. This is arguably the streaming giant's biggest move into live sports so far.

It's my turn to write about Netflix's latest numbers and luckily for me, the company made my job easy. On Tuesday night, Netflix reported that they added 18.9 million subscribers in the final quarter of 2024, more than double the number Wall Street was expecting, and crossing 300 million subscribers. As a result, the stock popped 9.7%. Frustratingly, the new all-time high is now $999, just shy of a new milestone.

If you are a Netflix shareholder, I assume that you are a subscriber too? Everyone seems to have their favourite series. Have you watched 'The Perfect Couple' and 'Nobody Wants This' or 'Tokyo Swindlers'?

On Thursday evening, Netflix released good-looking results which beat both revenue and earnings guidance. Most importantly they smashed net paid subscriber estimates of 4.7 million. The actual number came in at 8.1 million new subscribers, which is just phenomenal given that some think that the streaming industry is now ex-growth. Global subs have risen to an eye-popping 278 million.

Netflix started by renting out DVD's through an online website, and then progressed to being the king of streaming. Their online model decimated Blockbuster's physical store business. Netflix's latest new venture is to move from online, back to the physical. I love it how industries go full circle.

Michael wrote about Netflix's strong start to the year, adding 9.3 million subscribers in the first quarter, surpassing expectations. Revenue grew by 15%, driven by membership growth, pricing adjustments, and the crackdown on password sharing.

Netflix shares closed up 10.7% after growing its subscribers the most in a quarter since 2020. As if that's not enough for one day, the company also inked a $5 billion, 10-year contract with WWE.

I'm a big fan of Netflix; as a user of the streaming service and as an investor in their shares.

Josh Brown wrote a passionate article about being too focused on PE ratios, especially in light of the AI boom we are currently witnessing. It's a fun read if you have a few minutes to spare.

On Wednesday night Netflix released a strong set of numbers, helping the stock close up 16% yesterday. The company posted revenue of $8.54 billion and earnings per share of $3.73, both beating analyst expectations.

Netflix's lucky subscribers in Canada and the UK will be the first to try out their new cloud-streamed games. This option been thrown in as a bonus for select subscribers since November 2021.

Netflix released results last night which were pretty much in line with expectations. The share price is up over 60% this year, so the market was looking for strong numbers. Revenues for the quarter grew 2.8% to $8.19 billion while net subscriber additions were 5.89 million - comfortably beating estimates of 1.8 million, very encouraging. The extra subscribers did come at a cost, with average revenue per user (ARPU) of $11.55 below the expected $11.76. Despite the ARPU miss, margins were better than hoped for.