Netflix (NFLX) Q4 Earnings Beat Expectations, Yet Shares Drop 5.4%
Written by Ohris M. Greyoon, Blockchain & Crypto Expert
- Earnings Surprise: Netflix reported Q4 revenues of $12.05 billion, a 17.6% year-over-year increase, with EPS at $0.56, both exceeding analyst expectations; however, shares fell 5.4%, indicating market concerns over slowing growth.
- Subscriber Growth Slowdown: The company added approximately 23 million subscribers in 2025, a stark decline from 41 million in 2024, suggesting that growth may have peaked since the introduction of its low-priced ad-supported tier in 2022, impacting future revenue forecasts.
- Acquisition Uncertainty: Netflix's revised all-cash offer for Warner Bros. Discovery is now valued at $27.75 per share, facing a competing bid from Paramount at $30 per share, with anticipated acquisition-related expenses of $275 million in 2026, adding to market uncertainty.
- Cautious 2026 Outlook: The company projects 2026 revenues between $50.7 billion and $51.7 billion, reflecting a growth rate of 12-14%, down from 16% in 2025, with analysts expressing caution regarding first-quarter profit forecasts, indicating potential challenges ahead.
About the author
Ohris M. Greyoon
Ohris M. Greyoon holds a Master’s in Computer Science from MIT and has 10 years of experience in blockchain technology and cryptocurrency markets. A pioneer in decentralized finance (DeFi) analysis, he leads Intellectia’s Crypto News, offering cutting-edge insights into digital assets.
