Netflix's Q4 2024 #45
2025 Looks Like a Hit! 🎬🚀
Netflix’s Blockbuster Q4 – 2025 Looks Like a Hit! 🎬🚀
Hello everyone!
Netflix just dropped a record-breaking Q4 earnings report, and the numbers are 🔥! Revenue is surging, subscriber growth is smashing expectations, and their live sports & ads business is finally delivering. If you were wondering whether Netflix still has its mojo, this report just answered it with a resounding YES.
Let’s dive into why I think Netflix is shaping up to be one of the best stocks of 2025.
[data source: https://ir.netflix.net/financials/quarterly-earnings/default.aspx]
Overview
📈 Revenue & Profit Surge
🎬 Content is King
🚀 Subscribers BOOMING
💰 Ads Are Finally Working
📈 Revenue & Profit – Scaling Profitability Like Never Before
Netflix is no longer just a high-growth, low-margin streaming company. It’s now a cash machine - that is why Netflix’s stock is 15% up in premarket.
🔥 Q4 revenue hit $10.25B, up 16% YoY – even with FX headwinds.
🔥 Operating income surged 52% YoY to $2.27B – margins are getting stronger.
🔥 EPS more than doubled to $4.27, proving that Netflix is executing at a high level.
🔥 Free cash flow (FCF) for 2024 was $6.9B, and they expect $8B in 2025!
This is exactly what investors wanted to see. Netflix is no longer just about spending big on content; they’re optimizing, improving efficiency, and turning scale into sustainable profit.
📺 Subscribers Boom – Netflix Is Winning the Streaming Wars
Netflix added 19M net new subscribers in Q4 – the BIGGEST quarter in its history! 🚀 That’s nearly 4x the growth of Q3.
🏆 302M paid subscribers worldwide – cementing their position as the streaming leader.
🔥 Ad-supported tier is a MASSIVE success – Over 55% of signups in ad markets chose the cheaper ad plan. I personally thought it would have been a bad idea in past, but hey I was wrong.
💡 Netflix is guiding for strong 2025 subscriber growth, even as it reduces focus on reporting membership numbers quarterly – a sign they’re confident in engagement and monetization.
Netflix is still growing at an insane rate despite already being a global powerhouse. More members = more revenue = more profit.
🎬 Content is King – Netflix’s Slate is Unmatched
2024 proved that Netflix’s content machine is stronger than ever.
🔥 Squid Game S2 is on track to be one of the biggest Netflix shows EVER.
🔥 Carry-On broke into the Top 10 most-watched Netflix films of all time.
🔥 Jake Paul vs. Mike Tyson fight became the most-streamed sporting event in history.
🔥 Christmas Day NFL Games were the most-streamed NFL games ever.
Live content is also a BIG deal now – and Netflix is leaning into it hard. WWE, NFL, FIFA Women’s World Cup (2027 & 2031), and more "can't-miss" live events are coming.
Netflix is not just competing with Disney+ and Amazon Prime anymore – it’s taking on live sports, theatrical releases, and even TV networks.
💰 Ads Are Finally Paying Off – A New Growth Engine
For years, people doubted if Netflix could make ads work. Well, they did.
🚀 Ads plan accounted for 55% of signups in ad markets – proof people are happy to watch ads for cheaper plans.
🚀 Ad revenue doubled in 2024 anxd is expected to double again in 2025.
🚀 Netflix is launching its own ad tech (first in Canada, rolling out globally in 2025) to improve targeting and revenue. This is massive as of now they are using Microsoft’s ad tech behind them, which gives a huge possibility for Netflix in the future - around an addition of $100B+ in market cap.
This is big. Streaming ads are a $25B+ industry, and Netflix is positioning itself to take a large share of that pie.
More ad revenue = higher margins, stronger pricing power, and a new way to monetize existing content.
🔥 2025 Outlook – A Blockbuster Year Ahead
Netflix isn’t slowing down. If anything, it’s gearing up for an even bigger year:
🎬 Returning megahits – Wednesday S2, Stranger Things S5, The Night Agent S2.
⚽ FIFA Women’s World Cup exclusive rights – a MASSIVE global event.
📊 29% operating margin forecasted – a full percentage point increase.
💰 $8B in free cash flow – more capital for buybacks, content, and expansion.
Netflix isn’t just the biggest streaming platform – it’s one of the best-run media companies in the world right now.
🚀 Final Take – Netflix Stock = Must Watch
📈 Stock is up 83% YoY, crushing the market.
📊 Massive subscriber growth + expanding margins + booming ad business = multi-year growth runway.
🎬 Content dominance remains intact, live sports is adding new revenue streams, and free cash flow is insanely strong.
Netflix isn’t just surviving – it’s THRIVING. This is one of the best-run media companies out there.
If they execute well on ads, live events, and subscriber growth, 2025 could be Netflix’s best year yet.
Closing Thoughts
Netflix proved the doubters wrong again. Scaling profits, booming ads, growing subscribers, and live content dominance – everything is trending UP.
I’ll keep tracking this story as it unfolds. Until next time! 🚀