Netflix Raises FY Guidance: Is There Room Given 40% YTD?

Netflix's profit surges, but it was not enough for the stock, shares fell 1.8% after earnings The streamer raised its full-year revenue guidance, citing “healthy” member growth and ad sales.

Weakest earnings season? These options strategies can cope with

In just three months, U.S. stocks have rebounded from the sharp sell-off shock in April to record highs. Now, traders are waiting to see: Can the "report card" of American companies match the optimism that the stock market has priced in?In fact, market expectations are not high:Wall Street is bracing for its weakest earnings season since mid-2023.Bloomberg Intelligence data shows that analysts expect$S&P 500 (. SPX) $The profit of constituent stocks in the second quarter increased by 2.5% year-on-year; Of the 11 sectors, 6 are expected to experience profit decline; At the same time, the full-year growth forecast of the index has dropped from 9.4% in early April to 7.1%.Lower expectations make it easier for companies to achieve better-than-expecte
Weakest earnings season? These options strategies can cope with
avatarTigerAI
07-13

Q: What is Netflix 2025/Q2 Earnings Preview?

TigerGPT Answer: ### Netflix (NFLX) Earnings Call Analysis --- #### **Forecast Data** - **Earnings Per Share (EPS):** - Forecast: $7.08 - Prior Year Actual: $4.88 - **Percentage Change:** ((7.08 - 4.88) / 4.88) × 100 = **45.08% increase** - **Significance:** The significant increase in EPS indicates improved profitability, likely driven by higher revenue and operational efficiency. - **Total Revenue:** - Forecast: $11,053,083,640 - Prior Year Actual: $9,559,310,000 - **Percentage Change:** ((11,053,083,640 - 9,559,310,000) / 9,559,310,000) × 100 = **15.63% increase** - **Significance:** The revenue growth reflects strong demand for Netflix's services, possibly due to new content releases, international expansion, or increased subscription rates. - **
Q: What is Netflix 2025/Q2 Earnings Preview?

Earnings Preview: Q2 2025

Earnings season begins this week, with major banks such as $Citigroup(C)$ $Bank of America(BAC)$ and U.S. Bancorp reporting, along with $Netflix(NFLX)$ $3M(MMM)$ $ASML Holding NV(ASML)$. By the end of the week, we should have a feel for how the season will trend from a macro perspective.GuidanceIn Q1 2025, the trend was guidance uncertainty. Tariffs had just been announced, and no one knew what was next. We’ve had three months to digest potential tariffs and the up and down policies at play, so what do companies see for the rest of 2025?I’m expecting many companies to reinstate guida
Earnings Preview: Q2 2025

[Options Playbook] Goldman's Top Options Picks for Q2 Earnings Season

It's earnings season again, and both the U.S. stock market and major index-weighted stocks are hitting new highs. Goldman Sachs strategists are particularly optimistic about this quarter’s earnings from financial and banking stocks and have recommended four earnings-season options strategies this week:The focus is on three financial stocks:1. Buy an at-the-money call option on $Wells Fargo(WFC)$ :Strike: $82,Expiry: July 25Goldman analyst Richard Ramsden is bullish on Wells Fargo, citing benefits from the June removal of the asset cap, which had previously restricted the bank’s growth. He highlights three key earnings growth drivers:Reinvesting to reclaim lost deposit market share, and using that capital to expand loans and securities portfolios;De
[Options Playbook] Goldman's Top Options Picks for Q2 Earnings Season

Potential Earning Plays this Week!

Hello everyone! Today i want to share some option strategies with you!1.Lots of potential earnings plays this week. Definitely gonna play $Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ and $Netflix(NFLX)$ . Would like to play some of the financials as well ( $Bank of America(BAC)$ $JPMorgan Chase(JPM)$ $American Express(AXP)$ and others). Also looking at $3M(MMM)$ and $United Continental(UAL)$ . Might add a few others to the list.Gotta sta
Potential Earning Plays this Week!

BTC, XLF, NFLX, RCAT& SPY Welcome Great Potential Here!

Hello everyone! Today i want to share some technical analysis with you!1. $SPDR S&P 500 ETF Trust(SPY)$ Trendline haters in disbelief. ✅Image2. $Red Cat Holdings Inc.(RCAT)$ That's one way to start the week.🟢 +20%Image3. $Netflix(NFLX)$ Looking kinda flaggy. 🚩Image4. $Financial Select Sector SPDR Fund(XLF)$ heating up with some big banks reporting earnings before the open tomorrow: $JPMorgan Chase(JPM)$ – JPMorgan Chase $Wells Fargo(WFC)$ – Wells Fargo $BlackRock(BLK)$ – BlackRock
BTC, XLF, NFLX, RCAT& SPY Welcome Great Potential Here!
I closed 1 lot(s) $NFLX 20251219 740.0 PUT$  ,Netflix close for profit 

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

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
Is Netflix Stock A Buy Right Now?

A Bold Pivot: New Metrics, New Era

Netflix’s( $Netflix(NFLX)$ ) decision to ditch subscriber growth numbers isn’t just a reporting tweak—it’s a seismic shift in strategy. The company is moving away from its old playbook of aggressive expansion and toward a focus on profitability and user engagement. Here’s what they’re spotlighting now: Viewing Hours: How much time users spend glued to the screen. Retention Rates: Are subscribers sticking around? ARPU: How much revenue each user brings in. This pivot comes as Netflix rolls out price hikes, ramps up its ad-supported tier, and dips its toes into live sports like NFL games. It’s a clear signal: they’re betting on squeezing more value from their 260+ million global users rather than just adding more heads to the count. Wall Street’s Lo
A Bold Pivot: New Metrics, New Era

💰 New Alpha | V for Vendetta, W for Win: NFLX/SPOT/CNK

💰 The market plunge is now a 'Mag 7 problem', as Mag 7 is becoming the problem itself.💹 $Netflix(NFLX)$/$Spotify Technology S.A.(SPOT)$/$Cinemark(CNK)$: In the time of tremendous horror, use W patterns to spot winners.📣 Stay tuned, supercharge purchasing power through CashBoost!'There is no certainty, only opportunity.'| Market recapOn Tuesday, $S&P 500(.SPX)$ fell below the psychological barrier of 5,000 points, opening high before experiencing a significant downturn. During the trading session, Trump announced a 104% tariff increase on China, prompting China to vow a strong retaliation, which led to heightened marke
💰 New Alpha | V for Vendetta, W for Win: NFLX/SPOT/CNK

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

Weekly: Earnings guidances take center stage amid tariff turmoil

Last Week's RecapThe US Market - A 90-day pause on new tariffs shock marketsMarkets staged a powerful rally last week following President Trump’s surprise announcement of sweeping new protectionist tariffs on April 2. The $NASDAQ(.IXIC)$ jumped to its second-best single-day percentage gain on record on Wednesday. The $S&P 500(.SPX)$ and $Dow Jones(.DJI)$ logged their strongest weekly performances since November 2023, while tech-heavy Nasdaq posted its best weekly return since November 2022.March’s Consumer Price Index (CPI) showed an unexpected slowdown, with headline inflation easing to 2.4% year-over-year, down from 2.8% in February. Core CPI, which strips
Weekly: Earnings guidances take center stage amid tariff turmoil
avatarorsiri
04-13

High Scores & Higher Stakes: Why Take-Two May Be the Underrated MVP of Gaming Stocks

In a market flooded with hype and pixelated promises, Take-Two Interactive might just be the grown-up in the gaming room. I’ve always had a soft spot for companies that quietly reinvent themselves while everyone’s busy chasing the next shiny object. And lately, I’ve been spending more time than I’d care to admit eyeing $Take-Two(TTWO)$ . Not just because it makes Grand Theft Auto—a franchise that practically prints money and inspires memes—but because there’s something shrewd and surprisingly undervalued about how this company is evolving. Let’s not kid ourselves: the video game industry is fickle. One hit wonder today, forgotten relic tomorrow. But Take-Two has managed to craft not just blockbusters, but ecosystems—virtual worlds with economic gr
High Scores & Higher Stakes: Why Take-Two May Be the Underrated MVP of Gaming Stocks
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

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
An Arbitrage Opportunity For NFLX Earnings!
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

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