[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  AFV GLOBAL [@afvglobal](/creator/twitter/afvglobal) on x XXX followers Created: 2025-07-16 22:00:03 UTC 📺 Netflix Earnings Preview: Eyes on Ads, Not Subs — 💰 Q2 Earnings Incoming: Netflix reports after the bell Thursday. Analysts expect: • Revenue: $11.06B (vs. $9.56B YoY) • EPS: $XXXX (vs. $XXXX YoY) • Netflix’s guidance: $11.04B revenue, $XXXX EPS — 🚫 No More Subscriber Focus: Netflix won’t report sub counts anymore unless a "milestone" is hit — last known: 301.6M subs at end-2024 — 📈 Valuation in Question: • Trades at ~40x forward earnings • JPMorgan: Neutral, PT $XXXXX — “priced in” • Zacks: Bullish — XX% EPS CAGR for next X years, 3x S&P XXX average — 📊 Key Growth Engine: Advertising • Ad revenue est. to double to $3B in 2025 (from $1.4B in 2024) • Ad-tier MAUs: 94M (up from 70M in Nov) • U.S. ad-tier engagement: ~41 hours/month, matching ad-free users — 🍿 Content Pipeline: • New seasons of “Wednesday”, “Stranger Things”, “Squid Game” S3 • Live events/sports: NFL Xmas, WWE Raw, Taylor vs. Serrano • 🥋 Rumors swirl about a potential UFC deal — 💬 Analyst Consensus: • XX Buy / XX Hold / X Sell • Avg PT: $XXXXX (stock currently at ~$1,250) 🎯 Focus Thursday: Ad revenue, EPS beat, live content traction, and valuation debate #Netflix #NFLX #EarningsSeason #StreamingWars #AdTech #SportsStreaming #SquidGame #Investing #TechStocks $NFLX XX engagements  **Related Topics** [$1104b](/topic/$1104b) [eps](/topic/eps) [$956b](/topic/$956b) [$1106b](/topic/$1106b) [subs](/topic/subs) [ads](/topic/ads) [$nflx](/topic/$nflx) [stocks communication services](/topic/stocks-communication-services) [Post Link](https://x.com/afvglobal/status/1945604366703943943)
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AFV GLOBAL @afvglobal on x XXX followers
Created: 2025-07-16 22:00:03 UTC
📺 Netflix Earnings Preview: Eyes on Ads, Not Subs
— 💰 Q2 Earnings Incoming: Netflix reports after the bell Thursday. Analysts expect: • Revenue: $11.06B (vs. $9.56B YoY) • EPS: $XXXX (vs. $XXXX YoY) • Netflix’s guidance: $11.04B revenue, $XXXX EPS
— 🚫 No More Subscriber Focus: Netflix won’t report sub counts anymore unless a "milestone" is hit — last known: 301.6M subs at end-2024
— 📈 Valuation in Question: • Trades at ~40x forward earnings • JPMorgan: Neutral, PT $XXXXX — “priced in” • Zacks: Bullish — XX% EPS CAGR for next X years, 3x S&P XXX average
— 📊 Key Growth Engine: Advertising • Ad revenue est. to double to $3B in 2025 (from $1.4B in 2024) • Ad-tier MAUs: 94M (up from 70M in Nov) • U.S. ad-tier engagement: ~41 hours/month, matching ad-free users
— 🍿 Content Pipeline: • New seasons of “Wednesday”, “Stranger Things”, “Squid Game” S3 • Live events/sports: NFL Xmas, WWE Raw, Taylor vs. Serrano • 🥋 Rumors swirl about a potential UFC deal
— 💬 Analyst Consensus: • XX Buy / XX Hold / X Sell • Avg PT: $XXXXX (stock currently at ~$1,250)
🎯 Focus Thursday: Ad revenue, EPS beat, live content traction, and valuation debate #Netflix #NFLX #EarningsSeason #StreamingWars #AdTech #SportsStreaming #SquidGame #Investing #TechStocks $NFLX
XX engagements
Related Topics $1104b eps $956b $1106b subs ads $nflx stocks communication services