Netflix reported its second-quarter 2025 earnings Thursday and, as per its new custom, the results came sans subscriber data.

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

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

Discover Netflix, Inc.'s strong revenue growth & subscriber retention despite challenges. Learn why cautious optimism shapes its future strategy. Click for my NFLX update.

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.

Netflix stock has nearly doubled over the last 12 months to levels of about $1,270 currently. The rally has been driven by a crackdown on password sharing and the expansion of its advertising-supported tier.

Netflix kicks off the second-quarter cycle of media and tech earnings reports on Thursday with its after-market disclosure that is expected to deliver a solid if not spectacular quarter. The forecast for Netflix is the top story in today’s episode of “Daily Variety,