Instant Reaction: Netflix Logs Record Profit, But Withholds User Data

即时反应：Netflix录得创纪录利润，但保留用户数据

Bloomberg Intelligence

新闻

2025-04-18

18 分钟
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Netflix reported first-quarter profit that exceeded Wall Street forecasts, boosted by a recent price increase and a strong slate of programming across the globe, like the hit UK series Adolescence. The owner of the world’s most popular online TV network said in a statement Thursday that earnings rose 25% to $6.61 a share, easily beating analysts’ estimates of $5.68. Sales grew 13% to $10.5 billion, in line with projections. This is the first time Netflix has reported financial results without disclosing how many customers it added or lost — the main yardstick investors previously used to gauge the company’s performance. Management is forcing investors to judge its success or failure based on more traditional financial metrics. The company boosted operating income by 27% to $3.3 billion, beating expectations of $3 billion. Its operating margin of 31.7% was more than three percentage points above its own forecast. For instant reaction and analysis, hosts Carol Massar and Tim Stenovec speak with Bloomberg News Entertainment Reporter Lucas Shaw and Mark Douglas, President and CEO of MNTN. See omnystudio.com/listener for privacy information.
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  • I'm Shanali Basek and I hope you'll join me alongside my co-host David Inglis and many of Asia's most important institutional investors and money managers at Bloomberg Invest Hong Kong,

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  • This is a breaking news update from Bloomberg.

  • Instant reaction and analysis from our 3,000 journalists and analysts around the world.

  • Okay, Netflix shares finally bouncing around a little bit, up about 2% in the after hours.

  • The company did just report first quarter profit that exceeded estimates.

  • It was boosted by a recent price increase,

  • a strong slate of programming across the globe like the UK hit series, Adolescents.

  • I want to bring Lucas Shaw in right now.

  • He's been all over this story and he's all over this company and has been for years.

  • Lucas, this report is unique because it's the first time they haven't reported subscriber data.

  • We knew this was coming.

  • Everybody knew this was coming.

  • Is there a way to back into that number or are investors just ignoring that now?

  • Well, I think you can try to figure it out,

  • at least in the first couple quarters by looking at revenue and modeling out how many people that they added and you factor in the price increases.

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