$Netflix(NFLX)$ Netflix (NASDAQ: NFLX) will release its third-quarter earnings on October 21, and the stakes could not be higher. Wall Street expects the streaming leader to deliver $11.51 billion in revenue, representing a 17% year-over-year increase, as investors shift focus from the once-sacred subscriber count toward what will define Netflix’s next era—monetisation quality. For the first time in over a decade, Netflix is choosing to stop reporting subscriber numbers, a move that marks the symbolic end of the company’s “growth-at-all-costs” phase. The message to investors is clear: the era of counting customers is over; the future lies in extracting more value per viewer. The End of the Subscriber Growth Era From its early DVD-mailing days to i

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$Netflix(NFLX)$ will report its Q3 FY2025 earnings after market close on October 21 (Mon). Analysts expect another solid quarter, with revenue reaching $11.51 billion, up 17.2% YoY, and net income rising 24% to $3.01 billion (EPS ≈ $7.00).Earnings HighlightsAd-Supported Tier Becomes a Growth EngineNetflix’s ad-supported plan now has nearly 94 million users, and ad revenue is expected to double this year. Investors are watching ad fill rates, CPM, and monetization efficiency closely — key indicators of whether Netflix can rely less on subscription price hikes and more on ad-driven growth.Content Globalization Drives EngagementFrom Stranger Things S5 to Korean and Indian originals, Netflix’s “local-for-global” strategy continues to pay off. Last qua

Netflix knows how to make people watch. Like, really watch. You sit down for one episode, and suddenly it’s 2 a.m., you haven’t blinked in three hours, and you’re emotionally attached to fictional people in a tiny town in the Arctic Circle. The platform is that good. Its content isn’t just passable, it’s addictive. Slick storytelling, strong production, and a recommendation algorithm that knows what you’re into before you do. It’s honestly better than a lot of what’s out there. And that’s not just personal opinion, it’s the core reason this company keeps millions of viewers hooked. From gripping series to award-winning films, its library consistently outshines much of the competition. It’s no surprise, then, that the platform has become a staple in households around the world and a tough h

--Ad Resilience Remains, AI Transformation Takes a Test, Regulatory Shadow RemainsOn July 23, $Alphabet(GOOGL)$ will announce Q2 earnings.The market generally expects its search advertising and YouTube business will continue to grow steadily, while the cloud computing to maintain the medium and high speed expansion, the market is mostly optimistic about its sound fundamentals.However, as the EU antitrust ruling approaches in August, the uncertainties facing Google cannot be ignored.Search and YouTube become core pillars as certainty of ad recovery grows. $Alphabet(GOOG)$ Advertising remains the ballast of Google's cash flow.Q2 advertising revenue is expected to reach $70.2B (+9% y/y), of which $53.2B (+1