$Netflix(NFLX)$  Netflix Raises Full-Year Guidance 📈 — Is There Still Upside After 40% YTD?

Netflix just raised its full-year revenue outlook 📣 — but instead of celebrating, the stock dropped 1.8% after earnings 😬. With $NFLX up over 40% year-to-date, the big question is: is this dip just a pause... or a sign that momentum is fading? 📉

💡 Key Numbers & What Changed:

Netflix beat both EPS and revenue estimates this quarter 📊, while operating margins ticked higher — now projected at 27.7% for FY (vs 24% prior). Subscriber growth held strong, especially in international markets, and the ad-supported tier showed meaningful acceleration 📺💰. Ads now account for 40% of new signups in some regions, a major pivot from just 18 months ago.

📉 Market Reaction:

Despite the strong fundamentals, the market didn’t reward the print. Why? The bar was set sky-high 🚀, and some traders may have expected even more subscriber upside or bigger ad revenue beats. There’s also growing concern around valuation risk, with $NFLX trading at over 40x forward earnings, well above sector averages ⚖️. And let’s not forget the competitive heat from $DIS, YouTube, Prime, and TikTok 🔥.

📈 Bull Case:

Netflix is flexing pricing power globally 💵, growing both ARPU and engagement. The company’s expanding content library is getting more cost-efficient, and new monetisation paths — like advertising and mobile gaming — are opening up long-term upside 🧠. With full-year guidance raised, bulls argue there’s still fuel in the tank for another leg up.

🔻 Bear Case:

The rally has been huge. Valuations are stretched 👀, and much of the growth narrative — like the password-sharing crackdown and ad-tier rollout — may already be priced in. And while Netflix is ahead on profitability vs peers, slowing sub growth in core markets could become a drag.

⚖️ Investor Dilemma:

So, what’s next? $NFLX is one of the few streamers delivering real profits at scale — but is it time to lock in gains and rotate to laggards like $DIS or even legacy media? Or is Netflix’s global strategy just getting started?

💬 Join the Conversation:

🎥 Will Netflix break out to new highs this quarter — or stall around resistance?

📊 Are you adding, trimming, or sitting this one out?

📺 Which streaming or media stock offers better value right now — or is the whole sector due for a re-rating?

Drop your views, tickers, or price targets below 👇 and let’s see who’s staying in the Netflix queue — and who’s cashing out.

@TigerStars  @Tiger_comments  @Daily_Discussion  @TigerEvents  @TigerWire