1Semanaยท

Netflix Q2'25 Earnings Highlights

$NFLX (+0,13%)


๐Ÿ”น Revenue: $11.08B (Est. $11.07B) ๐ŸŸข; UP +16% YoY

๐Ÿ”น EPS: $7.19 (Est. $7.08) ๐ŸŸข; UP +47% YoY

๐Ÿ”น Free Cash Flow: $2.27B (Est. $2.17B) ๐ŸŸข; UP +87% YoY


Raised FY25 Guidance

๐Ÿ”น Revenue: $44.8Bโ€“$45.2B (Est. $44.56B) ๐ŸŸข; from $43.5Bโ€“$44.5B

๐Ÿ”น Operating Margin: 29.5% (Est. 29.7%) ๐ŸŸก; from 29%

๐Ÿ”น Free Cash Flow: $8.0Bโ€“$8.5B (Est. $8.91B) ๐Ÿ”ด; from ~$8.0B


Q3'25 Guidance

๐Ÿ”น Revenue: $11.53B (Est. $11.28B) ๐ŸŸข

๐Ÿ”น EPS: $6.87 (Est. $6.70) ๐ŸŸข

๐Ÿ”น Operating Income: $3.63B (Est. $3.47B) ๐ŸŸข

๐Ÿ”น Operating Margin: 31.5% (Est. 31.4%) ๐ŸŸข


Q2 Segment Revenue (YoY)

๐Ÿ”น U.S. & Canada: $4.93B (Est. $4.89B) ๐ŸŸข; UP +15% YoY

๐Ÿ”น EMEA: $3.54B (Est. $3.50B) ๐ŸŸข; UP +18% YoY

๐Ÿ”น Latin America: $1.31B (Est. $1.34B) ๐Ÿ”ด; UP +8.6% YoY

๐Ÿ”น APAC: $1.31B (Est. $1.32B) ๐Ÿ”ด; UP +24% YoY


Other Key Q2 Metrics:

๐Ÿ”น Operating Income: $3.78B (Est. $3.69B) ๐ŸŸข; UP +45% YoY

๐Ÿ”น Operating Margin: 34.1% (Est. 33.6%) ๐ŸŸข; UP +6.9ppts YoY

๐Ÿ”น Operating Cash Flow: $2.42B (Est. $2.38B) ๐ŸŸข; UP +88% YoY


Commentary:

๐Ÿ”ธ โ€œWeโ€™re raising our FY forecast for revenue and operating margin, primarily due to the depreciation of the U.S. dollar and ongoing business momentum.โ€

๐Ÿ”ธ โ€œWe still expect ad revenue to double in 2025.โ€

๐Ÿ”ธ โ€œResponse to our recent price adjustments has been broadly in line with expectations.โ€

๐Ÿ”ธ โ€œOur streaming model continues to scale profitably with improved engagement and monetization.โ€

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