Jan. 17 at 2:57 AM
$NFLX
Netflix's Q4 2025 earnings, scheduled for release after market close on January 20, 2026, are expected to show solid growth: revenue of approximately
$11.97 billion (up 16.8% year-over-year) and EPS of
$0.55 (up 28% year-over-year), driven by international subscriber additions (projected at around 14.2 million paid net adds) and ad revenue growth to about
$1.08 billion.
The report will include a management video interview discussing outlook, but analysts anticipate the WBD deal will overshadow core results.
Netflix's stock has declined sharply since the merger announcement, dropping about 27% overall, with recent closes showing further weakness (e.g., from
$91.46 on January 5 to
$88.00 on January 16).
This reflects market concerns over deal risks, including added debt (potentially increasing Netflix's leverage), dilution from the stock component, and regulatory hurdles.