NFLX

Wall St Engine @wallstengine · 7m $NFLX | Netflix Q3’25 Earnings Highlights 🔹 Revenue: $11.51B (Est. $11.52B) 🔴; UP +17% YoY 🔹 EPS: $5.87 (Est. $6.94) 🔴; UP +9% YoY 🔹 Free Cash Flow: $2.66B; UP +21% YoY Q4’25 Guidance 🔹 Revenue: $11.96B (Est. $11.90B) 🟢 🔹 EPS: $5.45 (Est. $5.42) 🟢 🔹 Operating Income: $2.86B (Est. $2.88B) 🔴 🔹 Operating Margin: 23.9% (Est. 24.1%) 🔴 FY25 Guidance 🔹 Revenue: $45.1B; from $44.8B–$45.2B 🔹 Operating Margin: 29%; from ~30% (reported) / 29.5% (F/X basis) 🔹 Free Cash Flow: ~$9B; from $8.0B–$8.5B Q3 Segment Revenue (YoY) 🔹 U.S. & Canada (UCAN): $5.07B; UP +17% YoY 🔹 EMEA: $3.70B; UP +18% YoY 🔹 Latin America: $1.37B; UP +10% YoY 🔹 APAC: $1.37B; UP +21% YoY Other Key Q3 Metrics 🔹 Operating Income: $3.25B; UP +12% YoY 🔹 Operating Margin: 28.2%; DOWN -1.8 ppts YoY 🔹 Operating Cash Flow: $2.83B; UP +22% YoY 🔹 Share Repurchases: $1.9B; Authorization Remaining $10.1B 🔹 Cash & Equivalents: $9.3B; Gross Debt: $14.5B Commentary 🔸 “Operating margin was below guidance due to an expense related to an ongoing dispute with Brazilian tax authorities; absent this, we would have exceeded our Q3’25 operating margin forecast.” 🔸 “We recorded our best ad sales quarter ever and are on track to more than double ads revenue in 2025.” 🔸 “We’re finishing the year with good momentum and an exciting Q4 slate, including the final season of Stranger Things and multiple live events.”

TXN down 7%, NFLX down 6%, bad start to earnings season

NFLX must’ve missed the memo - ppl are sailing the high seas in search of the One Piece 🏴‍☠️

NFLX pls stock split and save my CSPs

nflx throwing out “AI! AI!” out of desperation ohhh this bubble is so close to giving in

Thank you NFLX for killing my NVDA friday $190 calls.

Quick, someone tell NFLX to start streaming Porn🚀🚀🚀

Next thing you know, NFLX is announcing partnership with OpenAI lmao

NFLX levels not seen since October 2025!!!!

Love how Nflx tanks semiconductors

NFLX 💎👐s checking in.

NFLX drilling to the core

NFLX better add some erotica 🤣 🤌😆

On a serious note, fuck NFLX. Easily my least favorite major streaming platform. Baffles me that people actually pay that monthly fee

I thought nflx was tariff proof

Is SPY's little dip just because of NFLX?

NFLX nasty

Honestly, NFLX programming fucking sucks. They were due to eat shit.

HAHA NFLX

Breaking NFLX getting added to meme stock etf

The strat is sleep in Wait for NFLX to pump a little Buy puts Lose money 🧠

Holy shit. NFLX eps miss.

fuck though i was too scared for NFLX puts but its gotten worse and shows r mid besides a few

Holy GUH NFLX

Used to NFLX and chill but now I ROKU and fuck you

LMAO $NFLX

hahahahaha fuk NFLX

NFLX dumping to levels not seen since... last week.

How my nflx calls doing?

Lmao buy the nflx dip

Jesus kries how can nflx be down during a government quarantine

NFLX accidentally cancelled itself 🥀

Holy shit NFLX. If this is what earnings season has in store, we may be cooked

Lol NFLX

Rough miss on NFLX. Learned to wait until IV cools before buying options after ER. If this move holds I'm gonna look at aggressive calls a month out.

Without looking I'm gonna guess NFLX missed on subscriber count expectations?

NFLX -7% Keep saying it: you don’t get the money printer without a shit earnings season first.

Looks like my NFLX puts may actually print

YEEEEARH guh NFLX

RIP NFLX. Previous numbers were cooked all along

Spent my month's salary on NFLX puts, it better print

Nflx doh!

NFLX calls, guhhhhhh

I may be overleveraged on NFLX

As expected, NFLX dumped and ISRG rose

NFLX killed me

NFLX 💀

NFLX

NFLX will beat earnings, lots of successful shows this quarter, not very confident on Q4’s lineup though

NFLX earnings call in the tub 🛀