Netflix bills climb, shares rise
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 22 January 2025
⏱️ 6 minutes
🧾️ Download transcript
Summary
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: NFLX, UAL, and more
Top 10 ETFs by Netflix exposure as streaming giant reports quarterly earnings
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Greenlight Capital's David Einhorn says U.S. markets have reached 'Fartcoin' stage
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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 | Good morning. Today is Wednesday, January 22nd. I'm Julie Morgan. Netflix has a record fourth quarter. Space stocks are seeing major gains, and Google is expressing even more confidence in Anthropic. |
| 0:23.6 | If you have Netflix, you'll see a price increase on your next billing cycle. |
| 0:28.3 | The lowest price plan will be $8, and it goes up from there to $25. |
| 0:33.2 | And yes, I'm rounding up a penny because, well, it's a penny. |
| 0:37.0 | The ad-supported plan is going up a dollar from $7. |
| 0:40.7 | The standard ad-free tier is now $18 up $2.50. |
| 0:45.8 | And the priciest plan is increasing by $2 from $23. |
| 0:50.4 | And if you want to add an extra member, it'll cost you even more. Meanwhile, Netflix is up 14% in |
| 0:57.7 | pre-market action after making this announcement alongside its record fourth quarter earnings report. Netflix |
| 1:03.8 | again topped analyst views for revenue and profits along with much higher user growth than expected, |
| 1:10.2 | and it added billions of dollars to |
| 1:12.2 | its buyback plans. The company added a record 18.91 million net subscribers for the quarter, |
| 1:18.7 | 44% year-over-year growth, and more than doubling an expected gain of 9.18 million. Netflix |
| 1:25.9 | attributed new sign-ups to recent key content moves, including adding |
| 1:30.1 | a new season of its hit Squid Game and the arrival of big live sporting events, including |
| 1:35.5 | the Mike Tyson, Jake Paul boxing match, WWE Raw, and Christmas Day NFL games. Meanwhile, |
| 1:42.5 | Netflix says this is the last time it would report quarterly |
| 1:45.9 | subscriber numbers as it focuses on sales and profits. For more details on the Netflix earnings |
| 1:51.9 | report, be sure to check out the article I have linked in show notes. Space stock soared on |
| 1:58.1 | Tuesday as bullish sentiment in the sector swelled after President Trump took |
| 2:02.5 | office, with investors expecting more opportunities for private players. Some of the stocks of note |
... |
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