Jason Helfstein, Oppenheimer senior internet analyst, joins 'Money Movers' to discuss his takeaways from Netflix's q2 earnings.

As it rolls out a big second half of 2025 on the programming front, Netflix said it was raising its revenue forecast for 2025. The updated guidance calls for revenue between $44.8 billion and $45.2 billion, up from the previous target of $43.5 billion to $44.5 billion.

Netflix produced good Q/Q revenue growth and its FCF grew 14.2% Y/Y, but dipped on a Q/Q basis. NFLX stock could be a bargain, given its 20.4% FCF margin, and using a 1.65% FCF yield. Shorting OTM puts works as well.

Netflix exceeds Q2 expectations, but stock dips as FX gains, not operational outperformance, drive results. Read more for challenges ahead in 2H24 for NFLX stock.

Netflix stock is trading lower today despite reporting better-than-expected Q2 earnings and raising its annual guidance. The stock’s rich valuation leave little on the table in terms of upside potential.

Netflix (NASDAQ: NFLX) stock dropped 4.5% in early trading as of 9:40 a.m. ET, despite beating on earnings last night. Heading into the report, analysts forecast Netflix would earn $7.06 per share on just over $11 billion in revenue. In fact, Netflix earned $7.19 per share on just under $11. 1 billion, thus beating on both top and bottom lines.

Netflix Inc saw continued momentum in its ad-supported tier in Q2. DoubleVerify CEO explains why NFLX is becoming an advertisers' favourite.

The final season of Squid Game boosts Netflix’s Q2 earnings, but investors remain cautious as growth expectations taper.

The second quarter is historically slow for Netflix. But the company released a steady slate of popular shows, including two of the most-watched titles of the year — the third season of Ginny & Georgia and the final season of Squid Game.

Older Netflix shows like Orange is the New Black and Ozark have racked up over 100 million hours so far in 2025, as its Q2 revenue passed $11 billion.