Bloomberg Netflix 1Q Preview: Member Momentum to Endure, Yet No Disclosure

$Netflix(NFLX)$ will no longer disclose subscriber metrics starting in 1Q, yet growth will persist on a loaded content slate and momentum from 4Q, when it added 19 million members. The focus now turns to revenue growth (1Q guidance of 11%) and average revenue per member (ARM), which likely got a boost from recent US and UK price increases, along with steady user gains.

Confidence has been building for margin expansion, with management targeting 29% in 2025 after posting a 600-bp jump in 2024 to 27%. Fundamentals are solid, anchored by double-digit revenue gains and cash flow increasing to at least $8 billion this year. That will rise even higher in 2026, potentially fueling buybacks.

Netflix is still building streaming dominance by expanding users and increasing ARM through acombination of premium content and strategic pricing.

Netflix Returns $1,000! Is Netflix Safe Haven Amid Tariff Storm?

Netflix posted a major earnings beat and returns to $1000 after hours. Earnings per share: $6.61 vs. $5.71 expected Revenue: $10.54 billion vs. $10.52 billion expected As investors worry about the potential impact of tariffs on consumer spending and confidence, Netflix’s co-CEO Greg Peters said on the company’s earnings call, “Based on what we are seeing by actually operating the business right now, there’s nothing really significant to note.” ------------- Is Netflix the safe haven amid tariff storm? Will earnings beat push it higher?

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Is Netflix Safe Haven Amid Tariff Storm?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":29f9d3885e974fdfbe31680c8c346c4a}&rnconfig={\"headerBarHidden\": true}","description":"Netflix posted a major earnings beat and returns to $1000 after hours.\nEarnings per share: $6.61 vs. $5.71 expected\nRevenue: $10.54 billion vs. $10.52 billion expected\nAs investors worry about the potential impact of tariffs on consumer spending and confidence, Netflix’s co-CEO Greg Peters said on the company’s earnings call, “Based on what we are seeing by actually operating the business right now, there’s nothing really significant to note.”\n-------------\nIs Netflix the safe haven amid tariff storm?\nWill earnings beat push it higher?","image":"https://community-static.tradeup.com/news/0ed2f2d2ca9e3a3e4b5d8849125f5e32"}],"images":[],"coverImages":[],"title":"Bloomberg Netflix 1Q Preview: Member Momentum to Endure, Yet No Disclosure","html":"<html><head></head><body> <a data-mention-id=\"NFLX\" class=\"teditor-mention\" data-mention-name=\"Netflix\" href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> will no longer disclose subscriber metrics starting in 1Q, yet growth will persist on a loaded content slate and momentum from 4Q, when it added 19 million members. 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