2026-01-21
Netflix called the yard stick, but now it's tripping them up. The yard stick is engagement disclosure - ongoing content performance metrics they release in Top 10s and Engagement Reports. That was my key takeaway from tonight's Netflix earnings.
Bloomberg
Netflix reports Q4 revenue up 18% YoY to $12.05B, vs. $11.97B est., 325M subscribers, 2025 revenue up 16% to $45.2B, and will spend 10% more on content in 2026
Netflix Inc. delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead …
The streamer needed to over qualify all the broader engagement trends. This is not the neat positive news engine they might have hoped for to keep investors on side. Will be digging into lots more takeaways on Netflix earnings during the week.
Bloomberg
Netflix reports Q4 revenue up 18% YoY to $12.05B, vs. $11.97B est., 325M subscribers, 2025 revenue up 16% to $45.2B, and will spend 10% more on content in 2026
Netflix Inc. delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead …