Netflix grew its revenue 13% for the first quarter of 2025, reporting $10.54 billion compared to $10.52 billion expected by analysts. The company’s earnings per share came at $6.61 compared to expectations of $5.71 in EPS.

Netflix stock was largely unscathed by the broader dip in the stock market. It jumped by 1.19% on Thursday, closing at $973.03 per share and being 9.73% up year-to-date. It gained another 3.47% in extended trading.

Wall Street analysts now believe that Netflix stock could be a “safe haven” for investors in the volatile stock market. Bank of America’s Jessica Reif Ehrlich said in a note that Netflix is “predictable in an unpredictable world” and kept the Buy rating on the stock with a price target of $1,175.

Pivotal Research’s Jeff Wlodarczak said that Netflix is “likely to be highly resilient” even in the global recession scenario. He raised the stock’s price target from$1,250 to $1,350 while maintaining the Buy rating.

Oppenheimer’s analysts also raised their price target from $1,150 to $1,200 with an Outperform rating while Guggenheim analyst Michael Morris upped his price target to $1,150 from the previous $1,100.

The post Netflix’s Resilience Praised by Wall Street Analysts After Strong Q1 Earnings appeared first on theprimarymarket.com.

Netflix crossed a major subscriber milestone in the fourth quarter, and its stock quickly soared in the face of the record-breaking gains. Netflix (NFLX) stock jumped over 14% in after-hours trading after the report was published, lifting the streaming company’s stock market value by almost $50 billion.

Several factors contributed to Netflix’s record subscriber count, including its crackdown on password sharing, along with popular live sports events, such as the boxing match between Jake Paul and Mike Tyson and the National Football League games.

In addition to sharing its quarterly report, Netflix also announced another round of price hikes. The standard add-free plan will now cost $17.99 (up from $15.49), while the add-supported plan will cost $7.99 (up from $6.99). The prices will initially be adjusted in the U.S., Canada, Portugal, and Argentina.

“As we continue to invest in programming and deliver more value for our members, we will occasionally ask our members to pay a little more so that we can re-invest to further improve Netflix,” reads Netflix’s letter to investors. 

The post Netflix Shares Soar After Record Quarterly Gains & Price Hikes appeared first on theprimarymarket.com.

Netflix stock started its rally on Monday with a $847.05 close and continued to grow from there. It also briefly broke the $900 per share mark during the surge, reaching $908.00, its record intra-day price, on Thursday before coming down slightly.

According to analysts, Netflix stock might not be finished with its rally, with several of them pricing it at $1,000 per share in the future. Bank of America analysts raised their price target from $800 to $1,000, while Pivotal Research analyst Jeff Wlodarczak was even more bullish with a $1,100 price target.

“The NFLX service remains a highly compelling, frankly relatively inexpensive, entertainment alternative for consumers, which bodes well for future subscriber/average revenue per user growth,” Wlodarczak wrote in a note sent to clients.

Netflix stock, which is currently 91.63% up year-to-date, benefited from better-than-expected earnings results in recent quarters as well as the streamer’s venture into live events, particularly in sports. The recent rally actually coincided with a boxing match between former heavyweight champion Mike Tyson and YouTuber-turned-boxer Jake Paul that was exclusively streamed on Netflix.

The post Analysts Expect Netflix Stock to Continue Its Rally After Reaching All-Time High appeared first on theprimarymarket.com.

The success of the ad-supported membership in the United States prompted the company to expedite the introduction of the same plan in Canada by the end of the year while planning to make it worldwide in 2025.

The growth of ad-tier subscriptions, which accounted for 50% of new sign-ups, helped Netflix record $9.83 billion in revenue, topping the $9.77 billion expected by analysts. It had $5.40 in earnings per share compared to estimates of $5.12.

For the past quarter, Netflix added 5.1 million new subscribers, 600K more than the analysts expected. The total number of users who paid for membership came to 282.7 million versus the estimated 282.15 million.

Netflix now expects $10.13 billion in revenue for the current quarter while projecting revenue for the full fiscal 2024 in the range of $43 billion to $44 billion.

The strong earnings helped Netflix’s stock jump by almost 5% in after-hours trading. The company’s shares previously closed at $687.65 per share on Thursday, being 46.78% up year-to-date.

The post Netflix Earnings for Q3 Beat Estimates, Ad-Tier Subscriptions Grow By 35% appeared first on theprimarymarket.com.

In a blog post shared on its website, Netflix detailed its second year of Upfront negotiations and said that it managed to close deals with “all major holding companies as well as independent agencies.” The company said that it sold ads for its highly-anticipated upcoming releases like new seasons of hit TV shows Squid Game and Wednesday, the movie Happy Gilmore 2, and live sports events like WWE Raw and the Christmas Day NFL games.

Netflix listed LVMH, COTY Gucci, Amazon, Google, Pure Leaf, and Hilton among its major ad partners for the upcoming period. The company also said that it will launch its in-house ad tech platform globally in 2025.

“We’ll continue to improve the Netflix ads plan to ensure our members are delighted by the experience while simultaneously creating solutions that deliver results for our marketers, putting brands at the center of the best shows and films in the world, to a highly valuable and engaged audience,” Netflix said in the blog post.

After hitting an all-time high, Netflix’s shares experienced a slight slide to close at $698.54. This was still enough to mark the first record close for streamer’s stock in almost three years. 

The post Netflix’s Stock Surges to All-Time High on Successful Upfront Ad Sales Commitments appeared first on theprimarymarket.com.

Moving forward, the cheapest ad-free experience for Netflix’s US users will be the Standard plan, which costs $15.49 per month. Users who don’t want to pay that much for their streaming pleasure will be able to get the ad-supported plan for $6.99.

“We’ve got a very strong offering for our members,” said Netflix co-CEO Greg Peters said. “We think that represents a tremendous entertainment value, and it includes ads. Members who don’t want that ads experience can choose our ads-free standard or premium plans.”

The announcement came as part of Netflix’s earnings report for the second quarter. The streamer’s revenue of $9.56 billion and $4.88 in diluted earnings per share came above the expectations of analysts, although the company was disappointed in its revenue outlook for the current quarter. Netflix expects its revenue for Q3 to come at $9.73 billion, while analysts estimate it will come to $9.83 billion.

Netflix also saw 8.05 million new subscribers added in the second quarter, while analysts expected 4.7 million new subscribers.

The post Netflix to Get Rid of Cheapest Ad-Free Plan in U.S. appeared first on theprimarymarket.com.

Netflix’s shares have jumped by almost 5% in the past five days, closing in at $ 686.12 per share and 46.45% up year-to-date. NFLX reached its record price of $691.69 per share back in November 2021.

There are several reasons why NFLX is once again trending upwards, with the recent acquisition of rights to NFL games and improved results of its ad-supported subscription tier leading the way.

Netflix announced that it will have exclusive streaming rights to two NFL games, which will be played on Christmas Day. The streamer and the league agreed on a three-season partnership, allowing Netflix to step into a lucrative market of streaming sports.

Additionally, Netflix’s ad tier saw gains in popularity after a slow start. The company revealed that it now has 40 million subscribers on the ad tier on a global level compared to five million in the same period last year.

Netflix also benefited from increased prices to its ad-free subscription plans and a crackdown on password-sharing, which helped the company expand its user base further.

Many Wall Street analysts believe that Netflix’s stock will continue to be attractive to investors in the foreseeable future and that it is only a matter of time before the company’s shares break the $700 mark.

The post Netflix Stock Approaching All-Time High Thanks to NFL Rights Win and Ad Tier Improvements appeared first on theprimarymarket.com.

Revenue for the final quarter of 2023 was reported at $8.83 billion, beating Wall Street estimates of $8.71 billion. This was largely spurred by price hikes along with initiatives such as ad-supported tiers and a crackdown on password sharing. The ad tier has surpassed 23 million active users, Netflix confirmed.

Earnings per share narrowly missed estimates, coming in at $2.11 compared to a predicted $2.20. This is still a significant rise from the $0.12 EPS recorded during the same quarter the previous year. Free cash flow for Q4 of 2023 was $1.58 billion, while full-year free cash flow was $6.9 billion.

The post Netflix Stock Surges Amid Subscriber Boom appeared first on theprimarymarket.com.

Netflix added 8.76 million customers in the third quarter, growing its subscriber base to 247.2 million and far exceeding analysts’ forecasts. The company is now on track to add over 20 million customers this year; a large increase from the nine million added in 2022. Revenue for the quarter rose 7.8% to $8.54 billion, while earnings were $3.73 per share.

Following its strong financial performance, Netflix has decided to raise prices in some key markets. This includes raising the price of its most expensive plan in the US by $3 to $23 and the basic plan by $2 to $12. Similar steps in the UK and France are set to follow.

The post Netflix to Raise Prices Following Strong Q3 Results appeared first on theprimarymarket.com.

After speaking on numerous facets of the business, Neumann explained that he expects operating margins to be in the range of 18% to 20%; down from a peak of 21%. Current consensus estimates are slightly below 20%.

The CFO added that while new revenue initiatives such as the ad-supported tier have been introduced, such offerings could take time to mature. “We’re still in the crawl of the crawl-walk-run stage, so it is not easy to build an ad business from scratch. We got a lot of work to do,” Neumann explained.

The post Netflix Stock Falls as CFO Warns of Lower Margins appeared first on theprimarymarket.com.

Netflix grew its revenue 13% for the first quarter of 2025, reporting $10.54 billion compared to $10.52 billion expected by analysts. The company’s earnings per share came at $6.61 compared to expectations of $5.71 in EPS.

Netflix stock was largely unscathed by the broader dip in the stock market. It jumped by 1.19% on Thursday, closing at $973.03 per share and being 9.73% up year-to-date. It gained another 3.47% in extended trading.

Wall Street analysts now believe that Netflix stock could be a “safe haven” for investors in the volatile stock market. Bank of America’s Jessica Reif Ehrlich said in a note that Netflix is “predictable in an unpredictable world” and kept the Buy rating on the stock with a price target of $1,175.

Pivotal Research’s Jeff Wlodarczak said that Netflix is “likely to be highly resilient” even in the global recession scenario. He raised the stock’s price target from$1,250 to $1,350 while maintaining the Buy rating.

Oppenheimer’s analysts also raised their price target from $1,150 to $1,200 with an Outperform rating while Guggenheim analyst Michael Morris upped his price target to $1,150 from the previous $1,100.

The post Netflix’s Resilience Praised by Wall Street Analysts After Strong Q1 Earnings appeared first on theprimarymarket.com.

Netflix crossed a major subscriber milestone in the fourth quarter, and its stock quickly soared in the face of the record-breaking gains. Netflix (NFLX) stock jumped over 14% in after-hours trading after the report was published, lifting the streaming company’s stock market value by almost $50 billion.

Several factors contributed to Netflix’s record subscriber count, including its crackdown on password sharing, along with popular live sports events, such as the boxing match between Jake Paul and Mike Tyson and the National Football League games.

In addition to sharing its quarterly report, Netflix also announced another round of price hikes. The standard add-free plan will now cost $17.99 (up from $15.49), while the add-supported plan will cost $7.99 (up from $6.99). The prices will initially be adjusted in the U.S., Canada, Portugal, and Argentina.

“As we continue to invest in programming and deliver more value for our members, we will occasionally ask our members to pay a little more so that we can re-invest to further improve Netflix,” reads Netflix’s letter to investors. 

The post Netflix Shares Soar After Record Quarterly Gains & Price Hikes appeared first on theprimarymarket.com.

Netflix stock started its rally on Monday with a $847.05 close and continued to grow from there. It also briefly broke the $900 per share mark during the surge, reaching $908.00, its record intra-day price, on Thursday before coming down slightly.

According to analysts, Netflix stock might not be finished with its rally, with several of them pricing it at $1,000 per share in the future. Bank of America analysts raised their price target from $800 to $1,000, while Pivotal Research analyst Jeff Wlodarczak was even more bullish with a $1,100 price target.

“The NFLX service remains a highly compelling, frankly relatively inexpensive, entertainment alternative for consumers, which bodes well for future subscriber/average revenue per user growth,” Wlodarczak wrote in a note sent to clients.

Netflix stock, which is currently 91.63% up year-to-date, benefited from better-than-expected earnings results in recent quarters as well as the streamer’s venture into live events, particularly in sports. The recent rally actually coincided with a boxing match between former heavyweight champion Mike Tyson and YouTuber-turned-boxer Jake Paul that was exclusively streamed on Netflix.

The post Analysts Expect Netflix Stock to Continue Its Rally After Reaching All-Time High appeared first on theprimarymarket.com.

The success of the ad-supported membership in the United States prompted the company to expedite the introduction of the same plan in Canada by the end of the year while planning to make it worldwide in 2025.

The growth of ad-tier subscriptions, which accounted for 50% of new sign-ups, helped Netflix record $9.83 billion in revenue, topping the $9.77 billion expected by analysts. It had $5.40 in earnings per share compared to estimates of $5.12.

For the past quarter, Netflix added 5.1 million new subscribers, 600K more than the analysts expected. The total number of users who paid for membership came to 282.7 million versus the estimated 282.15 million.

Netflix now expects $10.13 billion in revenue for the current quarter while projecting revenue for the full fiscal 2024 in the range of $43 billion to $44 billion.

The strong earnings helped Netflix’s stock jump by almost 5% in after-hours trading. The company’s shares previously closed at $687.65 per share on Thursday, being 46.78% up year-to-date.

The post Netflix Earnings for Q3 Beat Estimates, Ad-Tier Subscriptions Grow By 35% appeared first on theprimarymarket.com.

In a blog post shared on its website, Netflix detailed its second year of Upfront negotiations and said that it managed to close deals with “all major holding companies as well as independent agencies.” The company said that it sold ads for its highly-anticipated upcoming releases like new seasons of hit TV shows Squid Game and Wednesday, the movie Happy Gilmore 2, and live sports events like WWE Raw and the Christmas Day NFL games.

Netflix listed LVMH, COTY Gucci, Amazon, Google, Pure Leaf, and Hilton among its major ad partners for the upcoming period. The company also said that it will launch its in-house ad tech platform globally in 2025.

“We’ll continue to improve the Netflix ads plan to ensure our members are delighted by the experience while simultaneously creating solutions that deliver results for our marketers, putting brands at the center of the best shows and films in the world, to a highly valuable and engaged audience,” Netflix said in the blog post.

After hitting an all-time high, Netflix’s shares experienced a slight slide to close at $698.54. This was still enough to mark the first record close for streamer’s stock in almost three years. 

The post Netflix’s Stock Surges to All-Time High on Successful Upfront Ad Sales Commitments appeared first on theprimarymarket.com.

Moving forward, the cheapest ad-free experience for Netflix’s US users will be the Standard plan, which costs $15.49 per month. Users who don’t want to pay that much for their streaming pleasure will be able to get the ad-supported plan for $6.99.

“We’ve got a very strong offering for our members,” said Netflix co-CEO Greg Peters said. “We think that represents a tremendous entertainment value, and it includes ads. Members who don’t want that ads experience can choose our ads-free standard or premium plans.”

The announcement came as part of Netflix’s earnings report for the second quarter. The streamer’s revenue of $9.56 billion and $4.88 in diluted earnings per share came above the expectations of analysts, although the company was disappointed in its revenue outlook for the current quarter. Netflix expects its revenue for Q3 to come at $9.73 billion, while analysts estimate it will come to $9.83 billion.

Netflix also saw 8.05 million new subscribers added in the second quarter, while analysts expected 4.7 million new subscribers.

The post Netflix to Get Rid of Cheapest Ad-Free Plan in U.S. appeared first on theprimarymarket.com.

Netflix’s shares have jumped by almost 5% in the past five days, closing in at $ 686.12 per share and 46.45% up year-to-date. NFLX reached its record price of $691.69 per share back in November 2021.

There are several reasons why NFLX is once again trending upwards, with the recent acquisition of rights to NFL games and improved results of its ad-supported subscription tier leading the way.

Netflix announced that it will have exclusive streaming rights to two NFL games, which will be played on Christmas Day. The streamer and the league agreed on a three-season partnership, allowing Netflix to step into a lucrative market of streaming sports.

Additionally, Netflix’s ad tier saw gains in popularity after a slow start. The company revealed that it now has 40 million subscribers on the ad tier on a global level compared to five million in the same period last year.

Netflix also benefited from increased prices to its ad-free subscription plans and a crackdown on password-sharing, which helped the company expand its user base further.

Many Wall Street analysts believe that Netflix’s stock will continue to be attractive to investors in the foreseeable future and that it is only a matter of time before the company’s shares break the $700 mark.

The post Netflix Stock Approaching All-Time High Thanks to NFL Rights Win and Ad Tier Improvements appeared first on theprimarymarket.com.

Revenue for the final quarter of 2023 was reported at $8.83 billion, beating Wall Street estimates of $8.71 billion. This was largely spurred by price hikes along with initiatives such as ad-supported tiers and a crackdown on password sharing. The ad tier has surpassed 23 million active users, Netflix confirmed.

Earnings per share narrowly missed estimates, coming in at $2.11 compared to a predicted $2.20. This is still a significant rise from the $0.12 EPS recorded during the same quarter the previous year. Free cash flow for Q4 of 2023 was $1.58 billion, while full-year free cash flow was $6.9 billion.

The post Netflix Stock Surges Amid Subscriber Boom appeared first on theprimarymarket.com.

Netflix added 8.76 million customers in the third quarter, growing its subscriber base to 247.2 million and far exceeding analysts’ forecasts. The company is now on track to add over 20 million customers this year; a large increase from the nine million added in 2022. Revenue for the quarter rose 7.8% to $8.54 billion, while earnings were $3.73 per share.

Following its strong financial performance, Netflix has decided to raise prices in some key markets. This includes raising the price of its most expensive plan in the US by $3 to $23 and the basic plan by $2 to $12. Similar steps in the UK and France are set to follow.

The post Netflix to Raise Prices Following Strong Q3 Results appeared first on theprimarymarket.com.

After speaking on numerous facets of the business, Neumann explained that he expects operating margins to be in the range of 18% to 20%; down from a peak of 21%. Current consensus estimates are slightly below 20%.

The CFO added that while new revenue initiatives such as the ad-supported tier have been introduced, such offerings could take time to mature. “We’re still in the crawl of the crawl-walk-run stage, so it is not easy to build an ad business from scratch. We got a lot of work to do,” Neumann explained.

The post Netflix Stock Falls as CFO Warns of Lower Margins appeared first on theprimarymarket.com.