Economy & Markets
5 min read
Netflix Q4 2025 Earnings: What to Expect
Seeking Alpha
January 20, 2026•2 days ago

AI-Generated SummaryAuto-generated
Netflix's Q4 2025 earnings preview shows stable expectations, with management highlighting the ad tier's role in enabling lower prices. The company remains optimistic about long-term growth due to its large user base. Operating profit margin is projected to increase significantly by FY 2027. Share prices may be influenced by news regarding a potential Warner Brothers acquisition.
Jan. 20, 2026 4:32 AM ETNFLX, NFLX:CA
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Summary
Expectations for Netflix Inc. into Q4 have remained stable since July 2025.
In the spring quarter, Management highlighted that the Ad Tier enables lower prices.
Netflix remains upbeat about the long-term opportunity, given the size of its user base.
Based on Visible Alpha consensus, the operating profit margin is expected to grow from 26.7% in FY 2024 to 35.0% in FY 2027.
The preview
While the market awaits the outcome of a possible Warner Brothers (WBD) acquisition, the shares are likely to remain sensitive to the news flow around a potential deal. The fight for great content
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