Trending Now - Netflix Earnings Reveal Shift Towards Core Business Strategies

WHO:

CNBC - Netflix Inc. is the company reporting earnings.

Bloomberg Markets - Warner Bros. Discovery Inc. was involved in a bidding war with Netflix.

WHAT:

CNBC - Netflix is expected to report earnings per share of 76 cents and revenue of $12.18 billion for the first quarter of 2026.

CNBC - Netflix reported more than $1.5 billion in advertising revenue in 2025, which was about 3% of its total full-year revenue.

CNBC - Netflix's stock has rallied more than 25% since withdrawing from the Warner Bros. Discovery deal.

CNBC - Netflix reached 325 million global paid customers as of January 2026.

WHERE:

CNBC - The Netflix logo is seen on an office building in Los Angeles, California.

WHEN:

CNBC - Netflix's earnings report is scheduled for Thursday, April 20th, 2026.

CNBC - Netflix withdrew from the Warner Bros. Discovery deal in early March 2026.

CNBC - Netflix hiked prices in late March 2026.

WHY:

CNBC - Netflix withdrew from the acquisition of Warner Bros. Discovery to avoid a substantial increase in debt, extensive regulatory scrutiny, and a long, complex integration process.

CNBC - Investors have shifted their focus from subscriber growth to profitability since Netflix reported its first subscriber loss in 2022.

HOW:

CNBC - Netflix's management focused on its advertising business and pricing strategies to drive revenue growth.

(UPDATED April 16, 2026 19:25 UTC)

Netflix is set to report its earnings April 20th, with expectations of earnings per share at 76 cents and revenue reaching $12.18 billion for the first quarter. The company, which recently withdrew from a bidding war with Warner Bros. Discovery to avoid increasing debt and regulatory scrutiny, has seen its stock rally over 25% since that decision and boasts 325 million global paid customers as of January 20th26. In 2025, Netflix generated over $1.5 billion in advertising revenue, marking a shift in investor focus from subscriber growth to profitability.