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Netflix reports Q1 revenue up 16% YoY to $12.25B, vs. $12.2B est., net income up 83% YoY to $5.28B, and forecasts Q2 EPS and revenue below est.; NFLX drops 10%+

Netflix Inc. gave a forecast for the second quarter that fell short of analysts expectations, sending the shares down in extended trading.

Bloomberg Lucas Shaw

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Discussion

  • @tvgrimreaper @tvgrimreaper on x
    An extra game or two to Netflix, and five “new” games to You Tube (as currently rumored) isn't increasing the NFL rights fees by much. Any significant increase will have to come from the current big rights holders, many of whom are balking!
  • @sherman4949 Alex Sherman on x
    “Our sports strategy is pretty much unchanged,” Netflix Co-CEO Ted Sarandos says, reiterating Netflix is mostly interested in big events. But he said say “pretty much!” There's some wiggle room! “We are in discussions right now” with NFL to “expand” that relationship.
  • @joecarlsonshow Joseph Carlson on x
    Today follows the long-held and respected tradition of Netflix putting out a banger earnings report and the stock dropping 10%. We must respect the tradition, as the stock will inevitably grind back to all-time highs in the coming months.
  • @joecarlsonshow Joseph Carlson on x
    I agree Meta is cheaper today on earnings.  But to add some context to this.  Netflix has direct control over their EPS, they can increase it or decrease it any time, like turning a spigot...Netflix will not be increasing content spend by $3 billion every year.  They are very lik…
  • @richlightshed @richlightshed on x
    Netflix clearly flexing their long-term pricing power $NFLX “we think we are delivering one of the best entertainment values that has ever existed...in the US right now, Netflix subscribers are paying the least per hour of viewing compared to other SVOD offerings...in some cases,…
  • @ecommerceshares @ecommerceshares on x
    Brutal slowdown and Q2 EPS guide miss at $NFLX. No good when you're trading at a massive valuation premium to the Mag 7. Why own this when you can own much-faster growing $META dramatically cheaper? [image]
  • Dylan Jones Dylan Jones on linkedin
    Reed Hastings leaving the Netflix board is probably the clearest indication yet that the company is moving out of its teenage years and ready to go into the world as a fully-fledged grown-up. …
  • Hernan Lopez Hernan Lopez on linkedin
    Netflix grew revenue by 16% and operating income by 18% in Q1'26 as the ATN20 company (#8) solidifies its march towards half-a-trillion dollar status. …
  • Kelly Gonzalez Kelly Gonzalez on linkedin
    🚨Netflix (NFLX) Earnings Reaction — Stock Sinks Despite Revenue Beat  —  Netflix reported a solid first quarter …