Netflix reports Q4 revenue up 18% YoY to $12.05B, vs. $11.97B est., 325M subscribers, 2025 revenue up 16% to $45.2B, and will spend 10% more on content in 2026

Netflix Inc. delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead …

Bloomberg 2026-01-21 Lucas Shaw

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@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.
@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.
@emohorgan Emily Horgan on x
Netflix called the yard stick, but now it's tripping them up. The yard stick is engagement disclosure - ongoing content performance metrics they release in Top 10s and Engagement Reports. That was my key takeaway from tonight's Netflix earnings.
@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)...”
@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.
@luiz_fernando_j Luiz Fernando on x
#Netflix just became a unstoppable monster, and if you have any doubts, just look at the latest Earnings Report just released. INSANE $45.2B in revenue in 2025, growing +16% from 2024. $NFLX hit 325M Global subscribers On Q4 2025 alone, an all time single quarter record $12.05B…
@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/...
@emohorgan Emily Horgan on x
The streamer needed to over qualify all the broader engagement trends. This is not the neat positive news engine they might have hoped for to keep investors on side. Will be digging into lots more takeaways on Netflix earnings during the week.
@joecarlsonshow Joseph Carlson on x
Netflix just reported that they have 325 million subscribers. Remember just a few years ago, the stock sold down -75% because of a 1 million subscriber miss. They have gained 105 million additional subscribers since that sell off.
@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
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.
r/technology r on reddit
Netflix to redesign its app as it competes with social platforms for daily engagement
@mukund M Mohan on x
$NFLX Netflix is no longer optimizing for subscribers or even revenue — it is optimizing for content return on invested capital (ROIC), and the call quietly confirms that shift is mostly complete.

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Netflix reports Q4 revenue up 18% YoY to $12.05B, vs. $11.97B est., 325M subscribers, 2025 revenue up 16% to $45.2B, and will spend 10% more on content in 2026

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