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afvglobal Avatar AFV GLOBAL @afvglobal on x XXX followers Created: 2025-07-18 09:57:17 UTC

๐Ÿ“ˆ Netflix Tops Q2 Estimates, Lifts 2025 Revenue Forecast

โ€” ๐Ÿ’ฐ Q2 Revenue: $11.08B (โ†‘17.3% YoY, beat est. $11.04B) โ€” ๐Ÿ“Š EPS: $XXXX (beat est. $7.03, up from $XXXX YoY) โ€” ๐Ÿ“‰ Shares dipped X% pre-market despite beats, due to valuation concerns (~40x forward earnings) โ€” ๐Ÿ“… Q3 Guidance: Revenue $11.53B (vs. $11.28B est.), EPS $XXXX (vs. $XXXX est.) โ€” ๐Ÿ”ฎ 2025 Outlook Raised: Now $44.8Bโ€“$45.2B revenue (up from $43.5Bโ€“$44.5B)

๐Ÿ’ก Drivers Behind the Growth: โ€” ๐Ÿ’ต Weaker USD boosted international revenue โ€” ๐Ÿ“บ Ad-supported tier momentum: 94M monthly users, ad revenue forecast to double to $3B in 2025 โ€” ๐ŸŽฌ Strong lineup: Squid Game S3, Stranger Things, Wednesday + live sports/events (NFL, WWE, etc.) โ€” ๐Ÿ“ˆ User retention remains โ€œstable and industry-leadingโ€ โ€” ๐Ÿงพ Operating margins expected to reach XX% in 2025 (โ†‘1 pt from prior) โ€” ๐Ÿšซ No M&A plans: โ€œWeโ€™re builders, not buyersโ€ #Netflix #NFLX #Earnings #StreamingWars #AdRevenue #USD #StrangerThings #SquidGame #TechStocks #InvestSmart $NFLX

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Related Topics $452b $448b $1128b $1153b stocks eps $1104b $1108b

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