Netflix’s Earnings Outlook: Returning Users & Strong Media Slate Lead the Way
July 17, 2025
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4:39Now PlayingNetflix’s Earnings Outlook: Returning Users & Strong Media Slate Lead the Way
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as posted by the channelAlicia Reese, vice president of equity research at Wedbrush Securities, says that subscribers have returned to Netflix after some quit the service and previews how these viewer choices will reflect in the streamer's earnings.
With Netflix Inc. shares trading near their highest valuations going back to 2022, there’s a lot riding on the streaming giant’s upcoming earnings report and its outlook for the months ahead.
Expectations have been building around a second-half slate of blockbuster sequels, including the highly anticipated Stranger Things. The stock price has nearly doubled over the past year, adding about $250 billion in market value and lifting Netflix’s forward price-to-earnings ratio to 43 times, well above the Nasdaq 100’s 27 times. Netflix shares rose as much as 1.8% on Thursday ahead of second-quarter results due after the US market closes.
“Netflix shares are priced for perfection, there isn’t a lot of room for error,” said Daniel Morgan, senior portfolio manager at Synovus Trust Co. “Everybody is expecting the second half to be really strong.”
In recent years, Netflix has refined its business model to address stalling subscriber additions as stay-at-home measures eased following the pandemic. It now has multiple levers to pull, including advertising sales, subscription price increases and the addition of live events like sports and concerts.
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