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Gary Black @garyblack00 on x 521.7K followers
Created: 2025-07-17 20:25:07 UTC
$NFLX -XXX% post-market after reporting 2Q rev ($11.08B vs $11.06B est) and adj eps ($7.19 vs $7.08) that topped estimates. NFLX mgmt guided to higher than expected 3Q and FY’25 rev and eps, but given the stock’s recent strength (YTD +43%), some profit-taking is occurring.
3Q guidance:
- Rev $11.53B vs $11.28B est
- Adj eps $XXXX vs $XXXX est
FY’25 guidance:
- Rev $44.8B - $45.2B vs prior guide of $43.5B - $44.5B and vs $44.6B est Cautionary comment: “The majority of the increase in our revenue forecast reflects recent depreciation of the dollar vs most other currencies.”
The 2H Netflix program slate includes the Stranger Things finale, Wednesday S2, the Canelo-Crawford live boxing match, Adam Sandler’s Happy Gilmore 2, Kathryn Bigelow’s House of Dynamite, and Guillermo del Tora’s Frankenstein.
Conf call at 4:45pm ET.
XXXXXX engagements
Related Topics $452b $448b $1128b $1153b stocks eps $1106b $1108b