
• Reported GAAP EPS of $1.25 up 83.82% YoY • Reported revenue of $12.25B up 16.19% YoY
Bullish
Netflix achieved strong revenue growth driven by memberships and price increases, alongside an 83% net income increase. A $2.8B termination fee boosted cash from operations, supporting significant share repurchases.
Bearish
Netflix faces rising operating expenses, including sales and marketing, general and administrative, and technology costs. The company also carries significant content obligations and exposure to foreign currency fluctuations.