Why Netflix Stock Dropped on Friday
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Why Netflix Stock Dropped on Friday

Why This Matters

Steady -- not accelerating -- growth rates make valuation more of an issue for Netflix stock.

July 18, 2025
11:02 AM
2 min read
AI Enhanced

Interestingly, Netflix (NFLX -5. Moreover, 12%) stock dropped 4. 5% in early trading as of 9:40 a. ET, despite beating on earnings last night.

Heading into the report, analysts forecast Netflix would earn $7. 06 per on just over $11 billion in revenue, in light of current trends. In fact, Netflix earned $7. 19 per on just under $11.

1 billion, thus beating on both top and bottom lines. Image source: Getty Images.

Netflix Q2 earnings Sales increased 16% year over year in Q2, and Netflix dered a terrific 34% operating fit margin, up nearly seven full percentage points from a year ago.

Furthermore, On the bottom line, this translated into a 47% imvement in net earnings for the ing entertainment star. Additionally, Free cash flow nearly doubled to $2 (quite telling).

3 billion -- not quite as good as the $3. 1 billion in "net income" Netflix claimed, but still impressive.

Netflix cited the success of multiple ing series, including Squid Game S3, Sirens, Ginny & Georgia S3, and The Eternaut, as contributing to its results.

In contrast, Perhaps more important though is that Netflix the rollout of its Netflix Ads Suite, its own prietary first-party ad platform, "across all our ads. Moreover, " Is Netflix stock a buy.

Turning to guidance, Netflix said it's on course to do anywhere from $44 (this bears monitoring). Nevertheless, In contrast, 8 billion to $45.

2 billion in revenue this year (which is more than it previously mised).

Operating fit margins could be weaker than what we saw in Q2, however -- perhaps only 30% for the year -- which would diminish the impact of the 15% to 16% revenue growth.

The big question for investors now is whether mid-teens earnings growth (and relatively weak free cash flow) will be good enough to maintain Netflix's pricey 60x trailing earnings P/E ratio (which is quite significant).

The data indicates that morning, at least, investors seem to be voting with their feet: No (remarkable data).

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