NFLX Ticker Curator

Earnings crushed expectations—$12.25B revenue vs. $12.18B expected, EPS $1.23 vs. ~$0.78—boosted by $2.8B WBD termination fee.

• Yet shares fell...

• Q1 smash: Revenue $12.25B beat $12.18B est (+16% YoY), EPS $1.23 vs $0.78, fueled by membership, pricing, ads.
• Guidance static: No FY raise...

In its latest SEC filing, Netflix announced significant reductions in 2025 compensation for co-CEOs Ted Sarandos and Greg Peters, totaling just above $53M. This signals cost discipline amid financial scrutiny.

End of an era for Netflix co-founder: Reed Hastings won't seek reelection as chairman in June to focus on philanthropy.

• Strong handover: Co-CEOs...

Immediate fallout from Netflix's Q1 earnings:

• Shares slip after weaker-than-expected Q2 revenue, earnings, and margin guidance, overshadowing the...

Bullish pre-earnings momentum builds as NFLX shares rise 15% YTD with 96.3% probability of beating $0.79 EPS/$12.18B rev consensus.

• Wall Street...

Contrasting reactions to Reed Hastings stepping down as Netflix chairman:

• Insider reassurance: Sarandos denies link to failed Warner Bros....

• Q1 Strength: Revenue hit $12.25B (+16% YoY), EPS $1.23 (beat $0.77 est), op income $3.96B (~$3.9B est).
• Q2 Weakness: Guidance at 13% revenue...

Netflix dominates with 325M subscribers entering 2026—100M ahead of Prime Video—and $20B content investment, up 10%.

• Abandoned $82.7B WBD deal...

Key leadership shift at Netflix:

• Co-founder and executive chairman Reed Hastings not seeking re-election in June, post-2023 CEO step-down.
• Will...

• Q1 crushed estimates: Revenue $12.25B (+16% YoY) beat $12.18B; EPS $1.23 topped $0.76, but boosted by $2.8B WBD fee; op margin hit 32.3%
• Q2 guide...

Traders de-risking ahead of Q1 results after market close today, with guidance on margins and ads set to dominate.

• Stock down 8.1%: Profit-taking...

Traders on Kalshi bet heavily on these emphases in today's earnings call:

• WBD fallout: “Acquisition” (92%) and “Warner Bros.” (86%) near-certain;...

• Stock rockets 9.0% with a rare 6-day winning spree pre-earnings
• Q1 2026 earnings call today at 4:45 PM ET – live webcast ready
• Momentum signals...

Bullish catalysts ahead: Post-WBD exit fueled 13% YTD gains; price hikes drive ad-tier shift; live events like BTS (18.4M viewers) boost ads.
-...

Analyst Ratings

• 🔥 Zacks Rank #2 (Buy): Zacks highlights Netflix as one of five consumer discretionary stocks to buy with Zacks Rank #2,...

Zacks flags NFLX alongside RL, ROKU, TTWO, EA as top consumer discretionary buys despite headwinds.

• Zacks Rank #2: Fueled by 325M+ subscribers,...

• Evercore Buy reaffirmed: Analyst Mark Mahaney holds Buy rating with $115 PT; Guggenheim also issues Buy.
• Stock reaction: NFLX shares climb 1.3% to...

Robust content drives NFLX's subscriber growth, engagement, and retention despite challenges.

• Shares underperformed industry (+10.5% vs. +19.3%) on...

Netflix's bold live sports push: Exclusive streaming of Ronda Rousey vs. Gina Carano MMA superfight, its first live MMA event, on May 16, 2026.

Key...