Fast Money Blog- 10/24/25
The week on Wall Street saw Netflix, Inc. (NFLX) release its Q3 2025 earnings. Top line quarterly revenue came in at $11.5 billion, up 17% year over year. The company said the revenue was boosted by membership growth, pricing adjustments and increased ad revenue.
NFLX Q3 Highlights You Need To Know
Q3 net income was $2.55 billion, up 8% year-over-year.
Netflix said it posted its best quarter for advertising sales ever, with the company noting it’s on track to more than double ad revenue this year.
Netflix hit their highest quarterly view share ever in the US and UK, which has grown 15% and 22%, respectively.
Looking forward, Netflix expects to see revenue growth of 17% for Q4 2025, and $45.1 billion in revenue for the full year 2025, up 16% year-over-year.
So Tyrone, why did Netflix stock drop so much after the earnings release?
Over the last 24 months I’ve seen a pattern of Wall Street rewarding revenue growth over a period of time instead of right after an earnings release.
Very few stocks get rewarded for outstanding performance, as Wall Street sells off the stock to take profits and then goes back in as the stock retraces.
That said, I highly recommend owning shares of NFLX for the long-term, as I see the stock rising over $3,000 per share over the next five years.
We have an interesting week ahead as we will get earnings releases from several Dow and S&P components, including Microsoft Corporation (MSFT), Meta Platforms (META), Apple, Inc. (AAPL), and Amazon.com, Inc. (AMZN).
This is an exciting time for everything “tech.” Stay tuned.
Tyrone Jackson, The Wealthy Investor