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7mo ago

Netflix Readies Q2 Earnings as Ad Tier and Price Hikes Bolster Outlook

Analysts anticipate earnings momentum from January’s fee increases, with investors pricing in roughly 6% post-report share swings.

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A performer dressed as a 'Squid Game' soldier stands in front of the Netflix and Squid Game logos before a parade through central Seoul, followed by a fan event with cast to celebrate the release of the third season of Netflix's hit series, in Seoul, South Korea, June 28, 2025. REUTERS/Kim Soo-hyeon/File Photo
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Overview

  • Wall Street expects Netflix’s Q2 revenue to climb 16% to $11.07 billion, with EPS forecast at $7.08 per share.
  • January subscription price hikes across all plan tiers are projected to be the main contributor to revenue growth this quarter.
  • A TD Cowen survey finds 54% of U.S. Netflix members are willing to pay at least $1 more per month, while 46% say they would cancel if prices rise.
  • Analysts remain divided on Netflix’s premium valuation, with JPMorgan lowering its rating over valuation concerns as Guggenheim lifts its 12-month price target to $1,400.
  • With detailed subscriber counts no longer reported, investors will scrutinize ad-supported tier traction, first-party ad platform metrics, content investment and live-event plans.