Netflix Margins Stand to Benefit from Subscriber Growth, Ad Revenue -- Market Talk

Dow Jones

Mar 18, 2025

1335 ET - Netflix's high subscriber count provides the streaming service with the ability to spend more on content. "Because it has more content, it drives better engagement, leading to more subscribers and possibly better pricing power in a virtuous cycle," MoffettNathanson analysts--describing what they dub "the Netflix flywheel"--say in a research note. Looking forward, the analysts believe Netflix can continue to add new users, in part because of the launch of its lower-priced ad-tier. Advertising, also, "should unlock a new runway of growth in the business for years to come," they add. An even higher subscriber count, combined with new revenue from ads, will "drive margins higher without any ceiling in sight." Shares rise 4% after MoffettNathanson upgrades Netflix to buy and raises its price target. (connor.hart@wsj.com)

(END) Dow Jones Newswires

March 17, 2025 13:35 ET (17:35 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2520032035"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2520032035\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2520032035?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-03-18 01:35","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2520032035","market":"nz","top_or_hot":-1,"title":"Netflix Margins Stand to Benefit from Subscriber Growth, Ad Revenue -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1335 ET - Netflix's high subscriber count provides the streaming service with the ability to spend more on content. \"Because it has more content, it drives better engagement, leading to more subscribers and possibly better pricing power in a virtuous cycle,\" MoffettNathanson analysts--describing what they dub \"the Netflix flywheel\"--say in a research note. Looking forward, the analysts believe Netflix can continue to add new users, in part because of the launch of its lower-priced ad-tier. Advertising, also, \"should unlock a new runway of growth in the business for years to come,\" they add. An even higher subscriber count, combined with new revenue from ads, will \"drive margins higher without any ceiling in sight.\" Shares rise 4% after MoffettNathanson upgrades Netflix to buy and raises its price target. (connor.hart@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 17, 2025 13:35 ET (17:35 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix Margins Stand to Benefit from Subscriber Growth, Ad Revenue -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix Margins Stand to Benefit from Subscriber Growth, Ad Revenue -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-18 01:35</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1335 ET - Netflix's high subscriber count provides the streaming service with the ability to spend more on content. \"Because it has more content, it drives better engagement, leading to more subscribers and possibly better pricing power in a virtuous cycle,\" MoffettNathanson analysts--describing what they dub \"the Netflix flywheel\"--say in a research note. Looking forward, the analysts believe Netflix can continue to add new users, in part because of the launch of its lower-priced ad-tier. Advertising, also, \"should unlock a new runway of growth in the business for years to come,\" they add. An even higher subscriber count, combined with new revenue from ads, will \"drive margins higher without any ceiling in sight.\" Shares rise 4% after MoffettNathanson upgrades Netflix to buy and raises its price target. (connor.hart@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 17, 2025 13:35 ET (17:35 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NFLX","symbol_name":"奈飞","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2520032035","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2520032035","pubTimestamp":1742232900,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1335 ET - Netflix's high subscriber count provides the streaming service with the ability to spend more on content. \"Because it has more content, it drives better engagement, leading to more subscribers and possibly better pricing power in a virtuous cycle,\" MoffettNathanson analysts--describing what they dub \"the Netflix flywheel\"--say in a research note. Looking forward, the analysts believe Netflix can continue to add new users, in part because of the launch of its lower-priced ad-tier. Advertising, also, \"should unlock a new runway of growth in the business for years to come,\" they add. An even higher subscriber count, combined with new revenue from ads, will \"drive margins higher without any ceiling in sight.\" Shares rise 4% after MoffettNathanson upgrades Netflix to buy and raises its price target. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"NFLX":"奈飞"},"translate_title":"Netflix利润率将受益于订户增长和广告收入——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NFLX":0.9},"content_text":"1335 ET - Netflix's high subscriber count provides the streaming service with the ability to spend more on content. \"Because it has more content, it drives better engagement, leading to more subscribers and possibly better pricing power in a virtuous cycle,\" MoffettNathanson analysts--describing what they dub \"the Netflix flywheel\"--say in a research note. Looking forward, the analysts believe Netflix can continue to add new users, in part because of the launch of its lower-priced ad-tier. Advertising, also, \"should unlock a new runway of growth in the business for years to come,\" they add. An even higher subscriber count, combined with new revenue from ads, will \"drive margins higher without any ceiling in sight.\" Shares rise 4% after MoffettNathanson upgrades Netflix to buy and raises its price target. (connor.hart@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 17, 2025 13:35 ET (17:35 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}