Netflix Earnings Review: Stock Pop, More Price Target Hikes, But Also More Warnings

are in, and so are the first Wall Street verdicts on what they mean for the streaming giant and its stock. Most experts had headed into the earnings report with aLed by co-CEOs Ted Sarandos and Greg Peters and executive chairman Reed Hastings, Netflix ended September with 282.72 million global subscribers. As forecast, quarterly net additions of 5.07 million came in below the year-ago period when it had added 8.76 million.

Pitz highlighted several positives, including “better-than-expected 2025 revenue growth guidance of 11-13 percent ” and his “greater confidence in 10 percent ad revenue mix in 2026,” along with what he called “best-in-class co-CEOs.” The analyst also argued that Netflix’s estimated $18 billion content spending in 2025 “should onboard incremental users/limit churn.” And Pitz concluded: “Netflix remains a primary beneficiary of the $150 billion of linear ad dollars poised to shift online .

Wlodarczak concluded: “We continue to expect Netflix to be able to generate solid subscriber growth and ARPU growth which should drive solid revenue growth with continuing expanding margins, a powerful combo.”, remains more cautious than others with a “market-perform” rating but he pushed up his stock price target by $155 to“There were some concerns around third-quarter net sub adds number against a softer content slate and lapping the paid-sharing efforts,” he noted.

“Yet, with much of the subscriber growth seemingly representing improved monetization of an existing user base, we question whether the momentum can continue into next year,” he cautioned.

Belgique Dernières Nouvelles, Belgique Actualités

Similar News:Vous pouvez également lire des articles d'actualité similaires à celui-ci que nous avons collectés auprès d'autres sources d'information.

Earnings guide: Here's what to expect from the 'Mag 7' ahead of third-quarter earningsMegacap tech has powered the two-year bull market. But the stocks have come under pressure as Wall Street wonders whether they have more room to run.
La source: CNBC - 🏆 12. / 72 Lire la suite »

Netflix shares jump 7% in premarket after third-quarter earnings beatNetflix saw momentum in its ad-supported membership tier, which jumped 35% quarter-over-quarter.
La source: NBCNewYork - 🏆 270. / 63 Lire la suite »

Nasdaq futures rise as Netflix pops on strong earnings: Live updatesThe 30-stock index finished Thursday's session at a record closing level.
La source: CNBC - 🏆 12. / 72 Lire la suite »

Netflix earnings, China's Q3 growth, gold's new record - what's moving marketsNetflix earnings, China's Q3 growth, gold's new record - what's moving markets
La source: Investingcom - 🏆 450. / 53 Lire la suite »

Netflix Expected To Soar On Strong Q3 Earnings ReportInvestors are anticipating another strong week for Netflix as the streaming giant is poised to release its highly anticipated third-quarter earnings report, with expectations of exceeding estimates due to robust consumer demand and an improved fundamental outlook.
La source: Investingcom - 🏆 450. / 53 Lire la suite »

Netflix shares jump 5% in premarket after third-quarter earnings beatNetflix saw momentum in its ad-supported membership tier, which jumped 35% quarter-over-quarter.
La source: NBCNewYork - 🏆 270. / 63 Lire la suite »