Netflix reports Q4 revenue up 18% YoY to $12B vs. $11.97B est., 325M paid subs, 2025 revenue up 16% to $45.2B, plans to increase content spend by 10% in 2026
Netflix Inc. delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead …
Bloomberg Lucas Shaw
Related Coverage
- Netflix beats revenue estimates as subscribers reach 325 million Reuters · Dawn Chmielewski
- Netflix Revenue and Profit Rise as Subscriptions Top 325 Million Wall Street Journal · Isabella Simonetti
- Netflix Q4 earnings top estimates as subscribers top 325M, guidance disappoints Proactive · Emily Jarvie
- Netflix stock falls after fourth quarter results top forecasts, Warner Bros. deal hangs in the balance Yahoo Finance · Brooke DiPalma
- Netflix Teases Price Increase in 2026, Predicts Ad Revenue Will Double The Wrap · Kayla Cobb
- Netflix highlights industry competition as it seeks Warner Bros deal approval Financial Times · Christopher Grimes
- Netflix Revenue and Profit Rise as Subscriptions Top 325 Million Wall Street Journal · Isabella Simonetti
- Netflix Surpassed 325 Million Subscribers at the End of 2025 The Hollywood Reporter · Tony Maglio
- Netflix Tops 325 Million Subscribers, Plans to Boost Content Spending 10% to $20 Billion in 2026 Variety · Todd Spangler
- Netflix (NFLX) Rated Neutral at Moness Ahead of Earnings Insider Monkey · Sheryar Siddiq
- Netflix 2025 revenue at $45.2bn Advanced Television
- Netflix Earned Almost $12 Billion in Revenue in Just 3 Months to End 2025 & Had 325 Million Subscribers Cord Cutters News · Luke Bouma
- Netflix earns $45.2 billion in revenue during 2025, projects $51 billion in 2026 TheDesk.net · Matthew Keys
- Q4 Earnings — January 20, 2026 Fellow shareholders, ● In 2025, we met or exceeded all of our financial objectives. Netflix
- Netflix Tops Q4 Income, Revenue Projections, Ends 2025 With 325 Million Paid Subs Media Play News · Erik Gruenwedel
- Netflix posts narrow earnings beat, reports 325 million global subscribers CNBC · Lillian Rizzo
- Netflix Stock Hits $89 After Q4 Earnings Beat Expectations With Strong Subscriber Base Coinpaper · Emir Abyazov
- Netflix To Report Q4 Earnings As Warner Merger Intrigue Swirls Deadline · Dade Hayes
- Netflix eyes earnings beat to recapture growth narrative amid Warner Bros. overhang primetimer.com · Sumit Yadav
- Netflix expected to see ad boom, even as Warner Bros. acquisition casts shadow on earnings Dow Jones Newswires · Lukas I. Alpert
- Ahead of Earnings, Is Netflix Stock a Buy, a Sell, or Fairly Valued? Morningstar · Matthew Dolgin
- Netflix Reports Higher Than Projected Q4 Revenue The Information · Martin Peers
- Netflix Q4 Earnings: Double Beat, Advertising Growth In Focus, Stock Slides On Guidance Benzinga · Chris Katje
- Netflix stock slips on Q4 earnings, guidance Yahoo Finance
- Netflix says it now has 325 million paid subscribers Axios
- Netflix gets bigger. Wall Street wants more Quartz · Shannon Carroll
- Netflix delivers solid 4th quarter, but stock sinks amid worries about slowing subscriber growth Associated Press · Michael Liedtke
- Netflix just boosted its case to win Warner Bros. Here's why. Dow Jones Newswires · Lukas I. Alpert
- Netflix tops 325 million paid subscribers The Hill · Dominick Mastrangelo
- Netflix Q4 Earnings Beat Estimates, With Boost From NFL Games Front Office Sports · Eric Fisher
- The Key Takeaways From Netflix's Q4 Results and Forecast Bloomberg
- Netflix: Q4 Earnings Snapshot Associated Press
Discussion
-
@loudmouthjulia
Julia Alexander
on x
I don't know if we can sell somewhat better SEO than websites with declining readership thanks to Google Zero as “fan connection,” but I appreciate the attempt from Netflix.
-
@loudmouthjulia
Julia Alexander
on x
Is this the first time Netflix is breaking out reach for its Tudum editorial website? “Other examples of this connection are our editorial site for fans, Tudum, which reached a record 23.4M visits in December and 232M total visits in 2025 (up 18% from the prior year)...”
-
@kobeissiletter
@kobeissiletter
on x
BREAKING: Netflix stock, $NFLX, falls over -5% after reporting Q4 2025 earnings. [image]
-
@lucas_shaw
Lucas Shaw
on x
Netflix share are down about 3% after the company touted big spending plans for 2026 — a 10% jump in content spend and a pause in stock buybacks to hoard cash for its Warner Bros. deal. https://www.bloomberg.com/...
-
@lucas_shaw
Lucas Shaw
on x
Netflix is going to spend about $20 billion on programming this year, a 10% jump from 2025. It's boosting spending even though it is trying to buy Warner Bros., a deal that will also add costs. Profit forecast for 2026 is soft as a result.
-
@lucas_shaw
Lucas Shaw
on x
New: Netflix now has more than 325 million subscribers, per financial results it just released. The company generated $45 billion in sales last year — beating Wall Street forecasts for most numbers. However...
-
@loudmouthjulia
Julia Alexander
on x
Of course, the unspoken bit is obvious. It's far more beneficial for Ted to argue that YouTube is TV when he needs the government to approve his deal, versus a year ago, when he needed advertisers to spend with his company instead of YouTube where possible.
-
@loudmouthjulia
Julia Alexander
on x
YouTube hasn't been cat videos since 2013, when YouTube rolled out algorithmic changes to try and tamper down on short clips that could be seen as spam, encouraging creators to make longer form videos. Podcasts were A Thing as of 2015! And then the Nielsen Gauge came out.