Streaming giant Netflix Inc (NASDAQ:NFLX) no longer reports subscriber figures with its quarterly results, which could make management commentary on past and future content even more important in reading between the lines of how the company is keeping its current subscribers and trying to add more.The company reports third-quarter financial results on Tuesday after market close. Here are the earnings estimates, what analysts are saying, and key items to watch.Earnings Estimates: Analysts expect Netflix to r ...

三季度财报季整体表现 - 三季度财报季已全面展开 大量公司业绩表现积极 超出预期的公司数量高于平均水平 [1] - 三季度盈利预计增长6.5% 收入预计增长6.4% 延续了近几个季度的增长轨迹 [2] Netflix核心业绩看点 - Netflix是本财报周最受关注的公司之一 其股价在2025年表现优异 [3][7] - 公司预计三季度每股收益将增长27% 销售额将增长17% 业绩驱动因素包括会员数增长、定价和广告收入 [11] - 管理层对当前财年的业绩指引已上调 强劲的广告销售是因素之一 [10] 广告支持会员业务发展 - Netflix推出的广告支持会员层级取得了显著成果 截至9月其月活跃用户达到9400万 较去年11月的7000万大幅增长 [9] - 广告支持层级为消费者提供了更低价格的选择 并为公司带来了更高利润率的收入流 [9][10] - 打击密码共享行为也为公司解锁了增长 从共享账户中捕获了收入 [8] 公司战略与新业务拓展 - 广告收入是公司成熟阶段的主要增长驱动力 但近期涉足直播体育领域也不容忽视 [10] - 市场预期管理层本次财报评论将围绕广告支持层级和直播体育业务展开 这两项业务为公司开辟了新的增长途径 [12]

Last month’s suspension of Jimmy Kimmel Live! coincided with a doubling of subscriber churn rates on Disney+ and Hulu, according to the latest streaming report from Antenna. Churn, the industry term for the number of subscribers canceling their service in a given period, hit 8% on Disney+ and 10% on Hulu. Their levels in August were 4% and 5%, respectively. During the days-long Kimmel affair, a flurry of posts on social media, including from A-listers like Howard Stern, indicated that some Disney+ subscri ...

Netflix's $120 billion stock market rally this year faces a crucial test on Tuesday: proving that its costly investments into advertising and video gaming can support the growth that made the streamin... ...

Key Points Netflix has a lot to prove heading into Tuesday afternoon's third-quarter update. The stock's performance ended two winning streaks following its second-quarter results three months ago. With Disney streaming prices moving higher on Tuesday, it will be interesting to see if Netflix is ready to make a move. 10 stocks we like better than Netflix › When it comes to Netflix (NASDAQ: NFLX), love isn't blind. The world's leading premium video streaming service needs to prove itself on a quar ...

If there is one thing that can generally be counted on, it's that Netflix will report a solid quarter — the only question is how strong. ...

Cancellation rates for both streaming services doubled in September from a month earlier. ...

mphillips007 / Getty Images Netflix (NASDAQ:NFLX) has shifted its reporting strategy, no longer providing quarterly subscriber counts and emphasizing broader revenue drivers like advertising. This change, announced earlier this year, reflects a maturing business where membership growth alone no longer defines success. Instead, Netflix highlights engagement metrics and diversified income streams, such as advertising, though it doesn't actually disclose specific ad revenue figures. Despite this opacity, the ...

市场整体表现 - 美股主要指数期货在周一早盘交易中指向高开，标普500期货上涨0.4% [1] - 主要股指在周五交易日均收高，道指上涨238.37点或0.5%至46,190.61点，纳斯达克指数上涨117.44点或0.5%至22,679.97点，标普500指数上涨34.94点或0.5%至6,664.01点 [5] - 主要股指上周均录得强劲涨幅，纳斯达克指数飙升2.1%，标普500指数和道指分别跳涨1.7%和1.6% [5] 亚太及欧洲市场 - 亚太地区股市周一多数上涨，日本日经225指数飙升3.4%，香港恒生指数大涨2.4% [6] - 欧洲股市多数上涨，德国DAX指数上涨1.2%，英国富时100指数上涨0.4%，法国CAC 40指数基本持平 [6] 大宗商品与外汇 - 原油期货下跌0.45美元至每桶57.09美元，上周五微涨0.08美元至57.54美元 [7] - 黄金期货在上个交易日暴跌91.30美元至每盎司4,213.30美元后，周一飙升110.20美元至每盎司4,323.50美元 [7] - 美元兑日元汇率为150.63日元，与上周五纽约尾盘的150.62日元基本持平，美元兑欧元汇率为1.1655美元，上周五为1.1651美元 [7] 潜在市场催化剂 - 有报道称特朗普政府正在悄然淡化其标志性经济政策中的部分关税 [1] - 交易员可能在本周五备受关注的消费者价格通胀报告发布前不愿进行重大操作 [2] - 尽管政府持续停摆，劳工统计局表示消费者价格指数数据将如期发布 [3] 公司财报季 - 财报季本周将加速，包括可口可乐(KO)、通用汽车(GM)、网飞(NFLX)、AT&T(T)、IBM(IBM)、特斯拉(TSLA)和英特尔(INTC)在内的众多知名公司将公布季度业绩 [3]

Initial trends on the U.S. Futures Index point to a moderately higher open for Wall Street. Investor sentiments will be turning positive, as trade tensions between the U.S. and China are easing. The consumer price inflation and the latest earnings news might get attention this week. Coca-Cola (KO), General Motors (GM), Netflix (NFLX), AT&T (T), IBM Corp. (IBM), Tesla (TSLA), and Intel (INTC) are among the slew of big-name companies reporting quarterly results this week. Asian shares finished positive, whil ...