TSMC, Netflix, and American Express to Report Earnings This Week: What to Expect

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. What can existing shareholders of these companies expect, and should new prospective investors buy their exposure based on past performance and forecasts?When the streaming platform announced in April that they would no longer report subscriber figures from 2025 onward, investors took it as a negative sign pointing to a growth plateau. As of Q2 2024, Netflix Inc shares subscription video-on-demand market share with Amazon TV+’s share of 9%.

Although Nasdaq’s forecasting data, based on 42 analysts, points to the average NFLX price target of $672.64 twelve months ahead, investors should still consider the effect of the company’s first mover advantage. While it succeeded in penetrating US households, Netflix’s growth now largely relies on international growth and price tweaks.

The company’s monthly revenue report for June, showed 28% YoY increase to $6.4 billion. The current TSMC EPS forecast is $1.41. Having beaten eight consecutive EPS forecasts, another one is likely. Not only does TSMC supply the AI and consumer electronics sector but the EV market as well, making it one of the top next-$1 trillion market cap candidates.

With a 39% YoY increase in EPS of $3.33 in Q1, the company is now expected to deliver $3.23 EPS in Q2. However, if recessionary forces materialize sooner, as the surge in credit card delinquencies suggests, American Express could miss the target, leaving AXP to underperform.

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