Consumer Discretionary

How long can Netflix’s stock stay hot? With sports and advertising both cooking, one formerly neutral analyst now sees recent business momentum continuing for years. It’s time to think about Netflix Inc.’s stock in a whole new way, according to an analyst who’s just come around to a bullish view. Previously, Rosenblatt Securities analyst Barton Crockett was cautious about Netflix’s (NFLX) outlook and saw some risk to the multiple. But after a quarter in which Netflix “delivered on so many levels,” he thinks the stock “needs to be rethought.” Crockett more than doubled his price target on Netflix shares – to $1,494 from $680 – while upgrading the stock to buy from neutral. That target is higher than any listed on FactSet, and it’s 56% above current levels. He now thinks it’s possible that the company can beat its already raised outlook, helping to support his new multiple of 45 […]

U.S. stock indexes add to their recent rally helped by gains in AI-linked stocks after the leaders of SoftBank, Oracle and OpenAI, standing alongside President Trump, pledge $500 billion in artificial-intelligence investment in the U.S. Nvidia and Microsoft, which will also be involved, rise over 4% and ARM jumps 16%. Netflix rises 9.7% after the streaming company reports strong earnings. Procter & Gamble gains 1.9% after posting solid results while Johnson & Johnson loses 1.9% as its sales outlook disappoints. DJIA rises 130 points, or 0.3%, to 44156, the S&P 500 gains 0.6% to 6086 and the Nasdaq jumps 1.3% to 20009.

Netflix Inc (NASDAQ:NFLX) stock hit all-time highs Wednesday on the heels of a quarterly financial report that beat analyst estimates and saw record subscriber growth. With the stock price gains, Netflix is now worth more than the media companies that own the four U.S. broadcast networks and several other streaming companies combined. What Happened: Netflix reported 18.9 million net new paid subscribers in the fourth quarter, setting a new company record. The company ended the quarter with 301.6 million global paid subscribers, continuing its dominance in the streaming sector. Along with dominating the streaming sector, Netflix is also dominating the overall entertainment sector taking time away from traditional broadcasters and cable networks. The company is also seeing its valuation rise while other media companies have had falling stock prices over the last year. Netflix is now worth more than the four broadcast network parent companies combined as shown below. CBS, owned byParamount

Netflix is raising prices across its existing U.S. plans, aiming to capitalize on surging demand after the streaming service posted sharp subscriber gains in the fourth quarter. The company’s ad-supported tier will cost $7.99 a month, up from $6.99, while the cost of the premium tier is increasing by $2, to $24.99. Netflix said Tuesday that it brought in 18.9 million new subscribers in the fourth quarter, a 44% jump from a year earlier, and raised its 2025 revenue guidance slightly. The company reported revenue of $10.25 billion for the latest quarter, beating its own projection of $10.1 billion. In the fall, the streamer raised prices in Italy and Spain, and on Tuesday Netflix said it would raise prices on most of its plans in the U.S., Canada, Argentina and Portugal. Netflix last raised prices in the U.S. in October 2023. Netflix increased its annual revenue projection to between $43.5

Netflix reported better-than-expected earnings results Tuesday afternoon. Its shares rose in after-hours trading. The streaming video provider reported fourth-quarter earnings per share of $4.27, compared to Wall Street’s consensus estimate of $4.21, according to FactSet. Revenue for the quarter reached $10.25 billion, which was above analysts’ expectations of $10.1 billion. Netflix stock rose as much as 10% in late trading following the release. This is breaking news. Read a preview of Netflix earnings below and check back for more analysis soon. Wall Street is expecting strong results from Netflix, reasoning that a robust slate of recent original shows and live events has encouraged people to sign up. For the fourth quarter, the analyst consensus is for the company to report revenue of $10.1 billion with earnings per share of $4.21. The Street has penciled in a net gain of 9.8 million paid subscriptions. Analysts expect EPS of $5.97 and $10.5

Netflix earnings showed the that company hauled in nearly double the amount of new members that Wall Street was expecting for the fourth quarter Netflix Inc. trounced Wall Street’s subscriber expectations for the holiday quarter – just as it prepares to do away with the metric. The company reported 18.9 million paid net additions for the fourth quarter. Analysts tracked by FactSet were anticipating 9.77 million. Netflix (NFLX) called out success in live programming, including with its Jake Paul-Mike Tyson boxing match and NFL Christmas slate. “Although our live programming will likely be a small percentage of our total view hours and content expense, we think the eventized nature will result in outsized value to both our members and our business.” This is breaking news. Check back for updates. The following is a preview published before earnings were released. It’s the end of an era for Netflix, which has said

Netflix has been foraying into live sports with a recent slate that included the Jake Paul-Mike Tyson boxing match and NFL on Christmas Day. Looking ahead, though, the streamer says it isn’t focused on acquiring the rights to large, regular-season sports packages. “Rather, our live strategy is all about delivering can’t-miss, special event programming,” the company says. It plans to continue streaming live sports, such as FIFA’s Women’s World Cup in 2027 and 2031, and is interested in airing more comedy specials following the success of “The Roast of Tom Brady.” “Although our live programming will likely be a small percentage of our total view hours and content expense, we think the eventized nature will result in outsized value to both our members and our business,” it says.

Netflix says a top priority in 2025 will be to improve its offering for advertisers in order to substantially grow its advertising revenue. The streaming giant launched its first-party ad tech platform–which the company says allows it to better deliver critical capabilities to advertisers including expanded programmatic availability, enhanced targeting and additional measurement and reporting–in Canada in November. It will expand the platform to its remaining ad countries this year, starting with the U.S. in April. The platform is benefiting from the popularity of the streamer’s ad-tier memberships, which accounted for over 55% of sign-ups in 4Q.

Netflix (NFLX) reported Q4 earnings late Tuesday of $4.27 per diluted share, up from $2.11 a year earlier. Analysts polled by FactSet expected $4.21. Revenue for the quarter ended Dec. 31 was $10.25 billion, up from $8.83 billion a year earlier. Analysts surveyed by FactSet expected $10.11 billion. The company expects Q1 diluted EPS of $5.58 on revenue of $10.42 billion. Analysts polled by FactSet expect EPS of $5.97 on revenue of $10.49 billion. Shares of the company were up 14% in recent after-hours activity.

Streaming leader Netflix Inc (NASDAQ:NFLX) reported fourth-quarter financial results after market close Tuesday. Here are the key highlights. What Happened: Netflix reported fourth-quarter revenue of $10.25 billion, up 16% year-over-year. The revenue total beat a Street consensus estimate of $10.11 billion according to data from Benzinga Pro. The company reported earnings per share of $4.27 for the quarter, beating a Street consensus estimate of $4.19. Netflix reported it added 18.91 million paid subscribers in the fiscal quarter, up 15.9% year-over-year. The company ended the quarter with 301.63 million paid subscribers. Average revenue per member was a up 1% year-over-year in the quarter. “Our Q4 slate outperformed even our highest expectations,” the company said. Highlights cited by the company included a second season of “Squid Game,” “Carry-On,” the Jake Paul vs. Mike Tyson boxing match and the NFL Christmas Day games. Operating income topped $10 billion for the first time in company history for