Offshore
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Dimitry Nakhla | Babylon Capital®
Netflix Q4 2025 Earnings Preview
🗓️ REV Est: $11.97B (+17%)
🗓️ EPS Est: $0.55 (+28%)
💵 NTM P/E: 28x
💵 NTM FCF Yield: 2.8%
Since 2015, $NFLX total paid memberships have grown at an impressive 17% CAGR https://t.co/m6psEOMEPk
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Netflix Q4 2025 Earnings Preview
🗓️ REV Est: $11.97B (+17%)
🗓️ EPS Est: $0.55 (+28%)
💵 NTM P/E: 28x
💵 NTM FCF Yield: 2.8%
Since 2015, $NFLX total paid memberships have grown at an impressive 17% CAGR https://t.co/m6psEOMEPk
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Offshore
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Dimitry Nakhla | Babylon Capital®
Netflix Q4 2025 Earnings Report
✅ REV: $12.05B (+17%)
✅ EPS: $0.56 (+31%)
📺 “We crossed the 325M paid memberships milestone during the quarter”
$NFLX https://t.co/FxPrY4DnbB
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Netflix Q4 2025 Earnings Report
✅ REV: $12.05B (+17%)
✅ EPS: $0.56 (+31%)
📺 “We crossed the 325M paid memberships milestone during the quarter”
$NFLX https://t.co/FxPrY4DnbB
Netflix Q4 2025 Earnings Preview
🗓️ REV Est: $11.97B (+17%)
🗓️ EPS Est: $0.55 (+28%)
💵 NTM P/E: 28x
💵 NTM FCF Yield: 2.8%
Since 2015, $NFLX total paid memberships have grown at an impressive 17% CAGR https://t.co/m6psEOMEPk tweet
Offshore
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App Economy Insights
$NFLX Netflix Q4 FY25:
• Revenue +18% Y/Y to $12.1B ($80M beat).
• Operating margin 25% (+2pp Y/Y).
• EPS $0.56 ($0.01 beat).
FY26 Guidance:
• Revenue +12%-14% Y/Y.
• Operating margin 31.5% (+2pp Y/Y). https://t.co/fhId7aGTIk
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$NFLX Netflix Q4 FY25:
• Revenue +18% Y/Y to $12.1B ($80M beat).
• Operating margin 25% (+2pp Y/Y).
• EPS $0.56 ($0.01 beat).
FY26 Guidance:
• Revenue +12%-14% Y/Y.
• Operating margin 31.5% (+2pp Y/Y). https://t.co/fhId7aGTIk
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Offshore
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The Few Bets That Matter
$NFLX confirmed they’ll do all-cash for $WBD for ~$70B, ~18% of market cap.
Full cash boosts their chance of winning the bid
Long term? Probably a solid move
Short term? It adds execution risk
$NFLX is reminding everyone why you don’t buy downtrends.
https://t.co/IqtMqADQqt
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$NFLX confirmed they’ll do all-cash for $WBD for ~$70B, ~18% of market cap.
Full cash boosts their chance of winning the bid
Long term? Probably a solid move
Short term? It adds execution risk
$NFLX is reminding everyone why you don’t buy downtrends.
https://t.co/IqtMqADQqt
tweet
Offshore
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Fiscal.ai
Netflix Q4 Results
Revenue +18% (v. 17% expected)
Diluted EPS +30% (v. 28% expected)
$NFLX: -4.6% after hours https://t.co/6j9lPttt43
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Netflix Q4 Results
Revenue +18% (v. 17% expected)
Diluted EPS +30% (v. 28% expected)
$NFLX: -4.6% after hours https://t.co/6j9lPttt43
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Offshore
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Fiscal.ai
Interactive Brokers reached 4.4 million customer accounts this quarter, up 32% YoY.
That marks their 2nd largest quarterly net additions ever.
$IBKR https://t.co/aoDiRlEGvW
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Interactive Brokers reached 4.4 million customer accounts this quarter, up 32% YoY.
That marks their 2nd largest quarterly net additions ever.
$IBKR https://t.co/aoDiRlEGvW
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Offshore
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God of Prompt
RT @godofprompt: Engineers are so cooked. This AI Tool can now build Agentic AI Apps like Cursor.
Been testing https://t.co/oRjnPzt4wj for 3 days straight.
You can build Cursor, Perplexity, Gamma. All of them. In minutes.
Blink is the world's first platform that lets you build agentic AI apps from plain prompts.
No cap... this just killed the no code game.
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RT @godofprompt: Engineers are so cooked. This AI Tool can now build Agentic AI Apps like Cursor.
Been testing https://t.co/oRjnPzt4wj for 3 days straight.
You can build Cursor, Perplexity, Gamma. All of them. In minutes.
Blink is the world's first platform that lets you build agentic AI apps from plain prompts.
No cap... this just killed the no code game.
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Offshore
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Fiscal.ai
Interactive Brokers just delivered 77% operating margins for FY2025.
How many other companies have those kind of profit margins?
$IBKR https://t.co/UBoo88fb3j
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Interactive Brokers just delivered 77% operating margins for FY2025.
How many other companies have those kind of profit margins?
$IBKR https://t.co/UBoo88fb3j
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