Jul. 9 at 1:24 PM
$NFLX “In May, management hinted they may introduce new tiers. This may allow Netflix to segment more effectively, helping top-line growth and reigniting investor interest,” Citi wrote. “We believe M&A has scope to help fortify Netflix’s IP, which should help engagement and improve operating leverage.”
Citi listed the streaming platform’s moderate viewership, a possible merger and acquisition from the company, along with shareholder interest in semis as possibly pressuring Netflix’s share price.
Still, the analysts believe Netflix’s second quarterly earnings will match consensus, with revenue at roughly
$12.57 billion, operating income at about
$4.11 billion and earnings per share at 78 cents. The analysts also expect the streaming platform’s third quarter results and 2026 fiscal year outlook to remain in line with guidance.
