The atmosphere and focus were very different as streaming giant Netflix unveiled its first-quarter 2025 results after the stock market close on Thursday. There was, as the company has been planning for a year, no update on subscriber growth or figures, but instead more management emphasis on financial trends.
Wall Street analysts, several of whom have recently come out touting Netflix as a safer, “defensive” stock amid recession fears, have now reacted to what they read and heard in the latest earnings update. And the tenor is mostly positive, thanks to advertising revenue upside and confidence that financial forecasts and stock price targets have still been too low.
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Netflix management, led by co-CEOs Ted Sarandos and Greg Peters, touted in an earnings call such original hits as Adolescence and season 2 of The Night Agent. And analysts liked their commentary.
“Consistent Execution”
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