Netflix on Deck This Week; Pressure on Software Stocks Intensifies
The Information
—
We interrupt our regular AI programming to talk about something more entertaining: Netflix!
The video-streaming giant kicks off tech earnings season on Thursday with its first-quarter earnings.
It’s the first quarterly report since Netflix walked away from its $82.7 billion deal to buy Warner Bros.
Discovery’s streaming and studio operations, so that distraction is gone.
Now we’re back to guessing how long Netflix can keep growing at its recent annual pace of around 15%, https://www.theinformation.com/articles/netflix-still-outrunning-rivals?rc=9byxri">well above rival streaming firms like Disney (8% last fiscal year) and WBD (5% in 2025).
Netflix forecast 15.3% top-line growth for the first quarter but 12% to 14% growth for the full year.
That full year projection is still decent growth, but a more serious slowdown is inevitable, perhaps within a year or two.