Movie Industry Hit Hard: Is Netflix Still a Buy With Tariff Concern?

Netflix stock fell 4% to $1,113 at market open Monday, which would have been its worst loss in more than a month. President Donald Trump’s announced he’d slap a high penalty on films produced abroad. The streaming service had previously been hailed by Wall Street as a “predictable” stock amid Trump's unpredictable tariffs.

avatarSpiders
05-09

Movie Industry Hit Hard: Is Netflix Still a Buy With Tariff Concern?

Netflix (NFLX) opened down 4% on Monday, hitting $1,113 in what would have been its steepest one-day decline in over a month. The sell-off was triggered by President Donald Trump's recent announcement that he’d slap a high penalty on films produced abroad. Netflix (NFLX) For years, Netflix has been considered a relatively “safe” play in the streaming sector. Its recurring revenue model, global reach, and robust subscriber base have earned it the label of a “predictable” stock in an unpredictable macro environment. But the latest tariff threat exposes some of the vulnerabilities even tech-forward media companies face in a volatile geopolitical landscape. Tariffs and the Streaming Model: What's at Stake? At first glance, entertainment tariffs might seem like a minor threat to a digital-first
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Movie Industry Hit Hard: Is Netflix Still a Buy With Tariff Concern?
avatarYEOTHEBEST
05-08
$Netflix(NFLX)$  yes Netflix is anti fragile via a vis tariffs
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avatarNibz
05-07
$Netflix(NFLX)$  Netflix to soon lock in live sporting events and PPV locking down dominance of the market, up from here
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avatarMyron Bright
05-06
Just more than half, or 51%, of $Netflix(NFLX)$ 2024 content spending went to content from outside of North America, according to market research firm Ampere Analysis. About 70% of the streamers’ paid subscriptions come from outside the U.S. and Canada. Some of Netflix’s most popular recent programs among American audiences include shows filmed outside the U.S., including the British period series “Bridgerton” and the South Korean “Squid Game.”
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avatarJimmyHua
04-25
$Netflix(NFLX)$ Let’s not confuse momentum with safety. Netflix at $1,000 doesn’t make it a tariff-proof haven—it just means markets are chasing winners.Still Cyclical at Core: If consumer wallets get tighter due to tariff-driven inflation, discretionary spending like streaming is not immune. Churn can creep up fast.Content Arms Race Isn’t Over: Netflix still competes fiercely with Disney, Amazon, and YouTube. Content costs are rising globally, and local production is exposed to FX/tariff-related costs too.Valuation Risk: At $1,000, Netflix is pricing in near-perfection. One slip-up—weak guidance, subscriber miss, or content flop—and the stock could correct sharply.It’s Tech, Not Utilities: Safe havens are supposed to be stable. Netflix is still a
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avatarWendyOneP
04-25
$Netflix(NFLX)$ With Netflix back at $1,000, it’s showing signs of becoming a modern safe haven—even as tariffs rock global markets.Tariff-Proof Business Model: Netflix isn’t selling physical goods—it’s streaming digital content. No supply chains, no import duties, no freight issues.Global Pricing Power: Even in high-inflation regions, Netflix has shown it can raise prices without losing subscribers. That’s a rare kind of pricing leverage.Content is King: When uncertainty hits, people stay home—and they stream. Netflix thrives in volatility, offering comfort and escape. That makes it defensive in disguise.Cash Flow Machine: With subscriber growth stabilizing and content spending now more disciplined, Netflix is generating real free cash flow. That
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avatarWendyOneP
04-21
$Netflix(NFLX)$ In times of economic uncertainty and rising tariffs, Netflix has proven itself to be a reliable safe haven. The company’s $1,000 return underscores the strength of its subscription-based model, which is largely insulated from global trade disruptions. Unlike hardware or manufacturing companies affected by tariffs, Netflix generates revenue from digital content consumed globally.Its international expansion, strong content pipeline, and pricing power make it resilient. While other companies face margin pressure from supply chain issues, Netflix continues to grow its user base and revenue with minimal external interference.In short, streaming is borderless—tariffs aren’t Netflix’s problem.
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avatarMickey082024
04-21

Is Netflix Stock A Buy Right Now?

$Netflix(NFLX)$ Netflix just reported its quarterly financial results after the market closed in the U.S. on April 17th, 2025 — and the market liked what it saw. Shares rose more than 3% in after-hours trading, a strong vote of confidence from investors. As someone who’s had Netflix rated as a "buy" for a long time now, I was pleased — though not surprised — by the market’s reaction. Just a few weeks ago, I reiterated my view that Netflix is a high-quality business trading at a fair valuation, making it an attractive long-term investment. But does that thesis still hold up after the latest earnings release? In this video, I’ll break that down for you. We’ll go through the most important highlights from Netflix’s Q1 results, discuss how the busines
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Is Netflix Stock A Buy Right Now?
avatarnomadic_m
04-18
I'm calling Netflix for a solid green close on Monday, projecting a 5-10% pop. The recent earnings beat and Morgan Stanley's 'Top Pick' designation should outweigh concerns about rising content costs and ad sentiment. With a strong technical setup and bullish sentiment, I'm confident NFLX will ride the wave of positivity, pushing shares up towards $1,030-$1,070.
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avatarkoolgal
04-18
🌟🌟🌟Netflix $Netflix(NFLX)$ did better than Analysts' expectations as its Q1 25 revenue grew 13%.  Netflix said that higher than expected revenue was due to higher than forecasted subscriptions and advertising dollars. This is the 1st time Netflix did not disclose its quarterly subscriber data.  It shifts its strategy to focus on revenue & other financial metrics as performance indicators. Wall Street Analysts are bullish on Netflix with a Buy rating, Average Target price of USD 1,110.00, an upside potential of 14%. I believe that the investors are  upbeat on Netflix and that it will continue its upward momentum next week to close at around USD 990.00 after the Easter holidays. I will be watching closely to see if it will reach
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avatarMaverickWealthBuilder
04-18

NFLX Q1: Ads and content are key to "safe heaven"

$Netflix(NFLX)$ Q1 earnings announcement, profitability continues to rise, confirming the fundamentals of the good stone, of which advertising and content investment is still the key, but also makes NFLX become the tariffs under the chaos of the few counter-trend "risk aversion" of the technology stocks.Performance and market feedback1. Core data performanceRevenue: $10.543bn ($10.5bn expected, +12.5% yoy); gross margin 50.08% (41.66% expected, +8.4pct beat), mainly benefiting from price hikes + higher share of advertising packages; operating margin 31.75% (28.2% higher than expected, exceeding 360pct yoy)Revenue among different regions: $4.62bn (+9.3% YoY) in the US & Canada, lower than the expected $4.68bn; $3.41bn (+15% yoy) in EMEA, higher
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NFLX Q1: Ads and content are key to "safe heaven"
avatarMrzorro
04-18
Netflix's Second Quarter Revenue Outlook Beats Estimates, Signaling Continued Resilience $Netflix(NFLX)$   sees second quarter revenue rising 15% in the second quarter, faster than analysts were expecting, as the streaming giant stressed that profit growth outlook remains solid. Revenue for the three months ending in June is expected to jump to $11.04 billion, surpassing the average estimate of $10.88 billion, according to Bloomberg consensus. For the three months ended March, the company's revenue climbed 13% to $10.54 billion, in line with analysts' estimates. "Our revenue and profit growth outlook remains solid, with no change to our 2025 guidance forecast for revenue of $43.5-$44.5B and operating margin
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avatarAN88
04-17
$Netflix(NFLX)$  nah people are crazy. Too many places to watch free
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avatarAh_Meng
04-17
It is a trick multiple choice... @Tiger_Earnings The choice of a sharp drop is below -5%, which is lower than red!? Anyway, I decide that I will be wrong with my target end price anyway even if I get the earnings expectation right... I have always proven wrong so far for all prediction quiz conducted by 🐯 [Facepalm] [Spurting] I have picked RED, so if you pick anything else, you stand a chance [Tongue] TSMC did well with its results. I would expect Netflix to do well too, however market closing price is a different matter altogether. Just look at Tesla, bad result but a rumour that Elon Musk is leaving DOGE sent its closing price up by a lot!? These days, price fluctuations are the norm. Results are not the only determinant. Good resu
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avatarMrzorro
04-17
What Investors Need to Know Ahead of Netflix Q1 Earnings $Netflix(NFLX)$   is scheduled to report first-quarter results after the closing bell Thursday, with analysts suggesting the streaming giant could be well-positioned to weather an uncertain macroeconomic environment. Despite global economic challenges, including tariff-related market volatility, analysts maintain a bullish outlook on Netflix. The company is expected to report a 12% increase in revenue to $10.5 billion and an 8% rise in earnings per share to $5.73. Subscriber growth is expected to decelerate this year Netflix saw strong subscriber growth in 2024 (over 40 million last year), driven by its password-sharing crackdown and the expansion of
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avatarWendyOneP
04-17
$Netflix(NFLX)$ Netflix is riding a wave of bullish sentiment ahead of its earnings. Options traders expect an 8.5% move, putting $1,000 well within reach. Analysts from Oppenheimer and BofA have set price targets above $1,150. The ad-supported tier and sports content are unlocking new revenue streams. Strong free cash flow gives it resilience in uncertain markets. Netflix has shifted focus from subscriber counts to profitability and engagement. Its pricing power and global content appeal remain unmatched. With the right numbers, this earnings could be a breakout moment. Hitting $1,000 wouldn’t be hype—it’d be justified. The momentum is real, and Wall Street knows it.
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avatarJacksNiffler
04-16

An Arbitrage Opportunity For NFLX Earnings!

$Netflix(NFLX)$ has shown notable strength recently, delivering a YTD return of +9.5%, significantly outperforming the S&P 500 (.SPX), which is down -8.25%.Last week's rally could be attributed to the market's belief that Netflix is relatively immune to tariff-related headwinds. This week's strength, however, appears more related to heightened earnings expectations. What's surprising is that NFLX rose 6.31% in the week leading up to its earnings, despite its Monday-implied volatility (IV) pricing in a ±10% move post-earnings.More interestingly—perhaps coincidentally or by design—the anticipated earnings gap (post-earnings gap-up/down) will not impact the weekly options expiring on April 17, as the market is closed on April 18 due to a holiday
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An Arbitrage Opportunity For NFLX Earnings!
avatarTiger_Earnings
04-16

[Stock Prediction] How will NFLX close on Monday, Apr 21, following their earnings?

Click to vote. Guess how Netflix will close on Monday, April 21 following their Q1 earnings report? If you get the correct answer, you may divide 1,000 Tiger Coins with other Tigers! $Netflix(NFLX)$Netflix is set to report its Q1 2025 financial results after the market closes on Thursday, April 17. This will be the first quarter that Netflix stops reporting subscriber numbers — but don’t let that distract you. There’s still plenty for investors to chew on.Here’s a quick look at what analysts are expecting:Adjusted EPS: $5.762 (up sharply YoY)Revenue: $10.491 billion (+11% YoY, in line with company guidance)Adjusted Net Income: $2.54 billionCash Flow: Estimated to reach at least $8 billion in 2025Margin Outlook: Management eyes 29% margin in 2025,
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[Stock Prediction] How will NFLX close on Monday, Apr 21, following their earnings?
avatarkoolgal
04-15
🌟🌟🌟Netflix $Netflix(NFLX)$ Q1 25 report is expected to reinforce its stable fundamentals despite a shifting focus from subscriber count to engagement metrics.  Analysts are forecasting revenues around USD 10.5 billion, an upside potential of 12% year over year. While Netflix's fundamentals remain strong, there is an anticipation of market volatility due to macroeconomic headwinds and a competitive global market. A good options strategy is using the Short Iron Condor when the implied volatility is high and the stock to remain within a defined trading range post earnings. This strategy involves selling an out of the money call and put, while at the same time buying further out of the money options to cap potential losses. The goal is to captur
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avatarOptionsAura
04-15

Netflix's financial report is here, what should I do with options?

Streaming media giant Netflix will release its Q1 financial report for fiscal year 2025 after the U.S. stock market closes on April 17, Eastern Time (early Friday, April 18, Beijing time).Institutions generally expect that Netflix is expected to achieve revenue of US $10.508 billion in 2025Q1, a year-on-year increase of 12.14%; Earnings per share are expected to be $5.728, an increase of 8.49% year-on-year, higher than $5.28 per share in the same period last year.Under the tariff war in the past period, Netflix's stock price has fallen by 12% from its February high, but compared with the Big Seven, its stock price is relatively "resilient". This is mainly because the tariff war mainly affects manufacturing and import and export trade, while Netflix's main business is online streaming media
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Netflix's financial report is here, what should I do with options?
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