Netflix Prepares Q4: Ad Growth and WBD Deal in Focus

Netflix (NFLX) is set to report Q4 FY2025 after market close on Jan 20; analysts expect EPS to rise about 28% YoY to $0.55 and revenue up around 16.7% to $11.97B, driven by steady international subscriber growth. Investors will focus on management’s 2026 guidance, user engagement, advertising revenue, profitability margins, and any price hikes to boost revenue amid US subscriber weakness. The pending Warner Bros. Discovery deal and Paramount Skydance’s bid add uncertainty. Five analysts rate Buy and two Hold; price targets point to upside, with a consensus Moderate Buy and an average target near $127, implying roughly 40–45% upside. Overall, NFLX faces mixed momentum but potential upside from ads and international growth.