Netflix's Content Strength Drives Engagement: What's the Path Forward?
Amazon & Disney: Streaming Giants Challenging Netflix
Amazon AMZN leverages its vast ecosystem to add value to Prime Video with benefits like super-fast delivery. Amazon's push into original and international content fueled a 10% year-over-year rise in subscription sales to $11.5 billion in the first quarter of 2025. Strengthened by its delivery network and streaming scale, Amazon is also expanding its ad business, securing $1.8 billion in commitments and targeting $3.5-$4 billion in revenues by 2025.As a core part of Disney DIS, Disney+ benefits from its growing global reach and strong content portfolio, driving robust user growth. Bundling Disney+ with Hulu and Max keeps customers engaged while offering cost savings. Disney is focusing on stable, profitable growth rather than aggressive expansion. However, higher spending on new content will increase programming and production costs, which could put pressure on near-term earnings for the entertainment division.
NFLX's Price Performance, Valuation & Estimates
Shares of Netflix have gained 36.8% year to date compared with the Zacks Broadcast Radio and Television industry's return of 25.9%.
NFLX's YTD Price Performance
Image Source: Zacks Investment Research
Netflix trades at a premium with a forward 12-month P/S ratio of 10.66 compared to the broader Zacks Broadcast Radio and Television industry's forward earnings multiple of 5.03. NFLX carries a Value Score of F.
NFLX's Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for NFLX's 2025 revenues is pegged at $45.03 billion, indicating 15.47% year-over-year growth. The consensus mark for earnings is pegged at $26.06 per share, up 2.8% over the past 30 days. This indicates a 31.42% increase from the previous year.
Image Source: Zacks Investment Research
NFLX stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
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This article originally published on Zacks Investment Research (zacks.com).
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