文章核心观点 - 全球流媒体巨头Netflix公布2025年第三季度业绩，其股价因业绩不及预期而下跌超过10%，这可能为希望通过ETF多元化投资该公司的投资者提供了一个机会 [1][2] Netflix 2025年第三季度业绩表现 - 第三季度盈利未达到市场预期14.8%，收入略低于共识预期0.1%，主要原因是与巴西税务当局争议产生的一次性6.19亿美元支出 [4] - 尽管季度业绩不及预期，但同比来看，公司的收入和盈利均有所改善，且所有区域市场（UCAN、EMEA、拉丁美洲和亚太）均实现两位数收入同比增长 [4][5] - 本季度业绩亮点包括动画电影《KPop Demon Hunters》取得空前成功，成为Netflix史上最受欢迎电影，观看次数超过3.25亿次，此外直播节目Canelo vs Crawford拳击赛也吸引了超过4100万观众 [5][6] Netflix 未来业绩展望 - 公司对第四季度表现持乐观态度，将推出强大的内容阵容，包括《怪奇物语》最终季、《鱿鱼游戏：挑战》第二季以及多部新电影和剧集 [7] - 第四季度收入指引为119.6亿美元，反映同比增长16.7% [8] - 2025年全年收入预期上调至451亿美元，自由现金流预测提升至约90亿美元（正负几亿美元），高于此前80-85亿美元的指引 [9] 相关ETF产品概况 - First Trust Dow Jones Internet Index Fund (FDN) 资产管理规模76.8亿美元，Netflix为其第一大持仓，权重占9.84%，该基金年初至今上涨14.5% [12] - FT Vest Dow Jones Internet & Target Income ETF (FDND) 为主动管理基金，资产管理规模940万美元，Netflix为其第一大持仓，权重占9.84%，年初至今上涨13.7% [13] - MicroSectors FANG+ ETN (FNGS) 资产管理规模5.31亿美元，Netflix为其第五大持仓，权重占10.1%，年初至今上涨21.9% [14] - Communication Services Select Sector SPDR Fund (XLC) 资产管理规模266.8亿美元，Netflix为其第四大持仓，权重占7.14%，年初至今上涨20.5% [15] - Invesco Next Gen Media and Gaming ETF (GGME) 截至2025年10月22日资产净值为63.98美元，Netflix为其第二大持仓，权重占8.05%，年初至今上涨24.9% [16]

Han Myung-Gu / WireImage "KPop Demon Hunters" has drawn viewers to Netflix in recent months. Key Takeaways The streamer's third-quarter earnings fell short of Wall Street estimates after logging a one-time tax expense in Brazil. Netflix's stock is the biggest loser in the S&P 500 Wednesday, falling some 10%. Even the "KPop Demon Hunters" were no match for the jump scares in Netflix's (NFLX) latest earnings. The streaming giant has been riding high on the success of the Korean cultural import—its an ...

Key Takeaways Netflix Q3 earnings miss estimates due to $619M Brazilian tax dispute, shares fall 5-7% after hours.NFLX posts record advertising quarter, on track to more than double ad revenues in 2025 despite miss.KPop Demon Hunters becomes most-watched Netflix film ever with 325M views, drives merchandise deals.Netflix (NFLX) reported third-quarter 2025 earnings of $5.87 per share, which missed the Zacks Consensus Estimate by 14.8%. The shortfall was primarily attributed to a one-time $619 million expense ...

Netflix Inc (NASDAQ:NFLX) saw shares dip more than 8% during early trading on Wednesday after its third-quarter earnings report on Tuesday. Still, the earnings miss stemmed from a $619 million one-time tax settlement with Brazil, an issue dating back to 2022.Track NFLX stock here.One-Time Tax Issue Clouds Strong QuarterNetflix Chief Financial Officer Spence Neumann clarified that the tax issue isn't exclusive to the company, noting it impacts "other global streaming and technology companies operating in Bra ...

Anthropic与白宫监管政策分歧 - 人工智能公司Anthropic与白宫在AI行业监管政策上存在分歧，公司CEO反驳关于公司“觉醒”的指控[1] - Anthropic在AI监管立场上与竞争对手OpenAI不同，反对暂停州级AI法律的提案修正案，导致其被特朗普政府的AI和加密货币主管批评为“恐惧散播者”及“特朗普政府的对手”[5] - 公司CEO表示在AI政策“关键领域”与白宫立场一致，并与两党立法者目标相同[5] - LinkedIn联合创始人Reid Hoffman为Anthropic辩护，称其为“好人之一”，此举尤为值得注意因其在竞争对手OpenAI亦有投资[5] Netflix第三季度业绩不及预期 - Netflix第三季度每股收益低于分析师预期，导致股价在隔夜交易中下跌超过7%[2] - 公司将业绩不及预期归咎于与巴西税务当局纠纷产生的一项支出[2] - 公司宣布将与玩具制造商孩之宝和美泰合作，推出基于热门动画电影《KPop Demon Hunters》的各种玩具产品[3] - Netflix股价下跌后，股票期货今日早盘小幅走低[3] 华纳兄弟探索公司考虑出售 - 媒体巨头华纳兄弟探索公司表示对出售持开放态度，公司正筹备分拆，此消息推动股价在交易时段大涨11%[4] - 公司在收到多方“未经邀约的兴趣”后将评估所有选项，此前已宣布分拆计划，并受到行业巨头派拉蒙Skydance的收购关注[6] - 公司宣布将提高其HBO网络流媒体平台的价格[6] 消费者折扣疲劳与服装价格上涨 - 咨询公司AlixPartners指出，消费者在黑色星期五和网络星期一前夕出现“折扣疲劳”[7] - 对超过9000名美国消费者的调查显示，平均而言，价格在购买新衣决策中的重要性低于一年前，将促销和寻找最优惠交易列为“非常重要”的消费者比例较去年下降[8] - 数据显示时装价格较去年平均上涨17美元，夹克和外衣等类别价格涨幅大于泳装等其他类别[8] 激进投资者入股六旗公司 - 激进投资公司Jana Partners与NFL球星Travis Kelce联手，组成投资集团持有游乐园运营商六旗公司约9%的经济利益[10] - 该集团表示希望与公司董事会合作以提升股东价值和游客体验[10] - Kelce称自己是六旗的“终身粉丝”，希望确保公司对下一代“具有特殊意义”，公司股价在昨日大涨超过17%后，今早开盘前小幅下跌[11] Beyond Meat股价大幅上涨 - 素食食品制造商Beyond Meat股价昨日飙升超过140%，原因是被纳入Roundhill Meme Stock ETF (MEME)以及与沃尔玛达成协议[12]

By Kritika Lamba and Kanchana Chakravarty -Netflix shares fell more than 10% on Wednesday, as the streaming giant's outlook for the coming quarter left investors nonplussed despite a strong line-up of shows that includes the final season of "Stranger Things". Investors have become accustomed to routine outperformance from the company that propelled the stock to a gain of more than 360% over the past three years, far outpacing media bellwethers like Walt Disney and even tech stalwarts Apple and Alphabet. ...

Netflix's business leaders and investors probably aren't enjoying a soda pop after the release of its third-quarter results. While the company's revenue met expectations — though not beating them as it did the first and second quarters — earnings were taken down by a tax dispute with Brazilian authorities. Shares of Netflix fell around 6% in extended trading Tuesday stateside.But it doesn't look like any other media company will dethrone Netflix as the king of streaming in the near term. Warner Bros. Discov ...

The "KPop Demon Hunters" -- a movie produced at Sony Animation but released directly to Netflix at the end of August -- is now the most-watched film in the streaming company's history, with 325 million views. It was also the first Netflix movie to top the box office chart, when it was released for a weekend in August. (It will jump back into theaters over Halloween weekend.) The movie's soundtrack has also topped music charts, and costumes for the five main characters are in high demand. On Tuesday, the c ...

Netflix's business leaders and investors probably aren't enjoying a soda pop after the release of its third-quarter results. While the company's revenue met expectations — though not beating them as it did the first and second quarters — earnings were taken down by a tax dispute with Brazilian authorities. Shares of Netflix fell around 6% in extended trading Tuesday stateside.But it doesn't look like any other media company will dethrone Netflix as the king of streaming in the near term. Warner Bros. Discov ...

Netflix missed the earnings target set by stock market analysts during the video streamer’s latest quarter, a letdown that the company blamed on a tax dispute in Brazil.The results announced Tuesday broke Netflix’s six-quarter streak of posting a profit that eclipsed analysts’ projections.The Los Gatos, Calif., cited an unexpected $619 million expense tied to the Brazilian tax dispute for the earnings shortfall while hailing its lineup of distinctive TV series and films for keeping its audience engaged and ...