Party On Netflix!

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 22 January 2025

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the next few years? (00:14) Jim Gillies and Dylan Lewis discuss: - Netflix’s record subscriber additions, new all-time highs, and how price increases feed into its advertising plans. - The market’s Shiller PE ratio as the Trump Administration takes over, and how high valuations affect expectations around returns. - What updates from Interactive Brokers and Schwab say about where investor minds are at. (17:17) What would it take to live a hundred healthy years? Fool analyst Sanmeet Deo talks with Jonathan Swerdlin, co-founder of Function Health, about the overlapping future of artificial intelligence and human health. Companies discussed: NFLX, TKO, GOOG, GOOGL, AMZN Premium Motley Fool members can catch the full AI Summit replay here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-replay You can become a premium Motley Fool member at: www.fool.com/sigup Host: Dylan Lewis Guests: Jim Gillies, Sanmeet Deo, Jonathan Swerdlin Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Netflix accounts and brokerage accounts surge.
0:07.6	Motleyful money starts now.
0:13.6	I'm Dylan Lewis, and I'm joined over the airwaves by Motley Fool Canada analyst Jim Gillies.
0:18.0	Jim, been a busy week here in the States.
0:22.7	How are things going in the Great White North?
0:31.3	It's cold this week. It's about minus 20 Celsius where I am, which is about minus four Fahrenheit, I believe, for you American types.
0:36.2	I'm very glad I took last week as kind of a mini ski vacation because this week would be kind of gross.
0:42.3	I was deeply jealous. I saw some of the reports on X from your time away from work,
0:46.9	and I'm glad you got that. That cold weather, probably a nice time to be staying inside,
0:52.5	maybe firing up the streaming services, watching some Netflix, maybe to celebrate what we saw in what were objectively fantastic earnings
0:56.6	and an incredible update from the company this week, shares up 10%.
1:00.7	The headline for me, looking at the numbers, 19 million subscribers added over the holidays,
1:06.4	the global subscriber base, over 300 million now.
1:10.1	If Netflix were a country, it would be the fourth
1:12.3	largest in the world, Jim. Yeah, this was a ridiculous quarter. And if this quarter from Netflix
1:19.1	is a harbinger of the broader earnings season yet to come, boy, I think we're in for a treat.
1:25.2	This really was a spectacular quarter.
1:28.2	Revenue up 16%. Operating profit margin up 6 points to 27%.
1:33.3	First year, it's been over $10 billion.
1:35.9	As you mentioned, they've added about 18.9 million new members in the quarter.
1:39.6	Total global streaming memberships up to almost 302 million of the ads.
1:45.0	Ads, double meaning there.
	...

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