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Sergey @SergeyCYW on x 6349 followers
Created: 2025-07-18 03:34:26 UTC
$NFLX Q2'25 Results: ↗️$11.079B rev (+15.9% YoY, +12.5% LQ) beat est by XXX% ↗️GM (51.9%, +6.1 PPs YoY)🟢 ↗️EBIT Margin (34.1%, +6.8 PPs YoY)🟢 ↗️FCF Margin (20.5%, +7.8 PPs YoY) ↗️Net Margin (28.2%, +5.7 PPs YoY)🟢 ↗️EPS $XXXX beat est by 1.6%🟢
KPI ↘️8.3% Share of US TV Viewing (-0.1 PPs YoY)
Regional Breakdown ↘️$4.929B UCAN rev (+14.7% YoY, XX% of Rev) ↗️$3.538B EMEA rev (+17.6% YoY, XX% of Rev) ↘️$1.307B LATAM rev (+8.5% YoY, XX% of Rev) ↗️$1.305B APAC rev (+24.1% YoY, XX% of Rev)
Operating expenses ↘️S&M/Revenue XXX% (-0.3 PPs YoY) ↗️R&D/Revenue XXX% (+0.0 PPs YoY) ↘️G&A/Revenue XXX% (-0.8 PPs YoY)
Dilution ↘️SBC/rev 2%, -XXX PPs QoQ ↘️Basic shares down -XXX% YoY, -XXX PPs QoQ🟢 ↘️Diluted shares down -XXX% YoY, -XXX PPs QoQ🟢
Guidance ↗️Q3'25$11.500B guide (+17.0% YoY) beat est by XXX%
Pros Revenue growth outpaced forecasts, driven by FX tailwinds. Operating margin expanded to 34.1%, boosting profitability. EPS at $XXXX beat estimates, signaling strong execution. Free cash flow margin hit 20.5%, supporting capital returns. Dilution trends remain favorable with shares down XXX% YoY. New content like Squid Game S3 drove global engagement.
Cons US TV share dipped slightly to 8.3%. LATAM growth slowed to XXX% YoY. G&A expense ratio still at 3.7%. EPS beat only marginal at 1.6%. Q3 margin guide softer at 31.5%.
XXXXX engagements
Related Topics $3538b $4929b eps lq rev $11079b $nflx stocks communication services