$Netflix(NFLX)$ will post its Q4 FY2025 results after market close on Tue, Jan 20, 2026. Wall Street is watching one thing: can Netflix keep the Q3 momentum going—especially as the story shifts from “subscriber adds” to monetization (pricing + ads) and engagement?
Earnings Highlights
1) Ads take center stage：Consensus expects ad revenue around $1.08B this quarter. What matters most is management commentary on ad-tier adoption + monetization (ad load, demand, pricing power) — because ads are now a key pillar of the “next chapter” Netflix narrative.
2) Margins & free cash flow = “quality of earnings”：Street expectations point to stronger profitability: revenue $11.97B (+16.8% YoY), net income $2.39B (+27.7% YoY), EPS $0.55 (+29.4% YoY). If operating margin expands again and free cash flow stays strong, it supports buybacks and reinforces sustainable profit growth.
3) Engagement + content pipeline still matter：Q4 is typically a strong quarter for viewing. Investors will look for signs that holiday engagement held up, and that price increases didn’t meaningfully hurt retention—plus any signal that the content slate continues to defend Netflix’s moat in a tougher streaming landscape.
🎁Events Details
What do you think will happen after the earnings?
💬 Comment below with your predicted closing price on Jan 21 (in USD, two decimal places).
📈 Are you bullish or bearish on $Netflix(NFLX)$ ? Tell us why!
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⏰Event Duration
Jan 19 –Jan 21, 04:00 PM SGT
Comments
I am cautiously bullish on Netflix for the long term, but anticipate potential short-term volatility. The company's strategic shift towards profitability, margin expansion, and a diverse revenue model (ad-supported tiers, password sharing crackdown) positions it strongly against competitors. The massive global scale and consistent investment in original content provide a competitive moat.