Netflix beats, raises, still slips
Wall Street Breakfast
Seeking Alpha
3.8 • 950 Ratings
🗓️ 18 July 2025
⏱️ 5 minutes
🧾️ Download transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
| 0:08.0 | We've made it to Friday, Friday, July 18th, more than halfway through the month. I'm Julie Morgan. |
| 0:15.1 | Netflix is one of our biggest movers. Peacock prices take flight and is a coast-to-coast rail deal in motion? |
| 0:23.4 | Netflix is down 1.3% in pre-market action, despite reporting a Q2 beat in raising full-year |
| 0:30.4 | revenue guidance. Revenue rose 16% year-over-year to 11.08 billion. Topping expectations while operating income searched to |
| 0:40.6 | 3.78 billion from 2.6 billion a year ago. Operating margin improved to 34.1% versus 27.2% |
| 0:51.0 | year over year. Net income climbed 46% to 3.13 billion. Netflix now sees full year revenue of 44.8 to 45.2 billion, |
| 1:02.0 | up from a prior view of 43.5 to 44.5 billion. Netflix's content slate has been notably loaded |
| 1:10.1 | toward the second half of 2025, but even so, viewers watch 95 billion hours in the first half, which is up 1% year over year. And live programming is expanding, including two marquee boxing matches in the third quarter, and another NFL double header on Christmas Day. |
| 1:30.3 | Staying on the topic of streaming, Peacock will hike its prices for new subscribers by $3 |
| 1:35.7 | per month starting July 23rd, according to a report from Vulture on Thursday. The report said the |
| 1:42.8 | cost of the ad-supported plan would go up 40% to 1099, |
| 1:47.3 | and the price for the ad-free plan would go up 20% to just shy of $17. |
| 1:53.3 | Existing subscribers will be hit with the new rates on or after August 22nd. |
| 1:58.4 | The monthly cost for the Peacock subscription with ads is currently the highest when compared |
| 2:03.3 | to rival streaming platforms. |
| 2:05.8 | Max, Hulu, and Disney Plus with ads are priced at $9.99. |
| 2:10.2 | Prime Video standalone costs $8.99, and the ad-supported tiers of Netflix and Paramount Plus |
| 2:16.4 | are $7.99 each. |
| 2:18.5 | The price increase comes after a $2 hike last year and is also due to the hefty investment |
| 2:23.7 | in sports content, namely the NBA coming on the platform in October. |
| 2:29.2 | Peacock is shelling out over $27 billion over 11 years for the NBA. |
... |
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