Dear Copiers,
$NFLX (Netflix, Inc.) reported earnings last night, and the results were solid overall. Revenue increased 18% year over year, slightly exceeding analyst expectations. The company also delivered an earnings per share beat, with net income reaching approximately $2.42 billion, representing a 29% year-over-year increase.
Netflix reported 325 million global paid subscribers, a significant milestone that underscores the strength of its brand and its broad international appeal.
Another notable positive was advertising performance. Revenue from ad-supported tiers exceeded $1.5 billion in 2025, and management forecasts this figure will double as the company continues to scale and refine its tiered offering.
For the full year, Netflix generated total revenue of $45.2 billion, up 16% year over year, and produced $9.5 billion in free cash flow, highlighting the company’s strong operating leverage and cash generation.
Despite these strong results, the stock declined in after-hours trading as investors reacted to concerns around slowing growth and a more cautious forward outlook. Netflix provided full-year revenue guidance of $50.7 billion to $51.7 billion, implying growth of approximately 12–14%, compared with 16% growth in 2025. Additionally, uncertainty surrounding Netflix’s pursuit of a major acquisition involving Warner Bros. has contributed to more cautious investor sentiment.
Despite these concerns, I continue to view Netflix as a solid long-term holding within my portfolio. The company offers a best-in-class product and has executed exceptionally well in expanding its global footprint. I believe there remains meaningful upside potential, particularly within advertising revenue, and I am encouraged by management’s commitment to doubling down on this segment of the business.
Sincerely,
Lena 21.01.2026... Show More
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Mon Mar 09 2026 20:20:08 GMT+0000 (Coordinated Universal Time)
