Netflix (NFLX) earnings Q4 2025

Netflix (NFLX) earnings Q4 2025

CNBC general

Key Points:

  • Netflix is set to report its fourth-quarter earnings after the bell on Tuesday, with investor focus on its pending $72 billion acquisition of Warner Bros. Discovery's streaming and film studio assets.
  • Analysts expect Netflix to report earnings per share of 55 cents and revenue of $11.97 billion for the quarter, though financial results may be overshadowed by the acquisition news.
  • The acquisition marks a significant strategic shift for Netflix, which has historically avoided large industry consolidations, leading to a nearly 30% drop in its stock since rumors began in October.
  • Paramount Skydance has launched a hostile bid to acquire Warner Bros. Discovery, intensifying competition and prompting Netflix to amend its offer to an all-cash deal amid regulatory approval concerns.