No reason to aggressively buy Netflix here: Evercore ISI's Mahaney as stock slides on earnings
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Yahoo
4 hours ago
- Yahoo
Breaking down Netflix viewership in 1H25
-- Netflix viewership rose slightly in the first half of 2025, though underlying engagement trends show mixed signals, according to MoffettNathanson. In a note to clients this week, the firm told investors that 'overall engagement grew +1% in 1H25 to 95.2 billion hours,' but noted that 'on a per-subscriber level, we estimate this represents a high-single-digit decrease in engagement.' However, adjusting for the volatility introduced by password-sharing changes, engagement appears more stable. 'On an owner household basis, stripping out the volatility of password sharing, engagement has been steady over the past 2.5 years,' MoffettNathanson wrote, citing Netflix (NASDAQ:NFLX)'s own comments on its second-quarter earnings call. Series are said to have continued to outpace films in driving viewership. The firm said series viewing rose 4% year over year to 71.1 billion hours, while film viewership declined 7% to 24.1 billion. 'Original series in 1H25 drove the second-highest level of engagement of any half since Netflix started releasing this data in 2023,' analysts said. Critically, the reception of Netflix's top shows has improved. 'Netflix continues to balance the need of producing a vast amount of content... while also focusing on the quality,' the note stated. However, original films have lagged. 'The reception to Netflix's original films remains muted,' analysts added, though they expect improvements in the second half of 2025, helped by recovery from the 2023 Hollywood strikes and recent management changes. Looking ahead, MoffettNathanson expects engagement to rise. A stronger content slate, including Wednesday Season 2, Stranger Things Season 5, and NFL Christmas Day programming, 'should also drive even higher advertising and further monetization opportunities across its subscriber base.' Related articles Breaking down Netflix viewership in 1H25 Apollo economist warns: AI bubble now bigger than 1990s tech mania If Powell goes, does Fed trust go with him? Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Tom's Guide
4 hours ago
- Tom's Guide
7 hidden Roku tricks every user should know
Your Roku does way more than just stream Netflix and Hulu. Beneath its familiar interface lies clever features and shortcuts that can improve your streaming experience in surprising ways. Most people never discover these lesser-known tricks, missing out on convenient tools that save time and frustration every day. Some features help you navigate more efficiently, while others solve common problems you didn't even realize had solutions. There are also hidden settings that protect your privacy and secret screens that aren't mentioned anywhere in the official documentation. Whether you're a longtime Roku user or just got started, these hidden features will improve your experience with one of the best streaming devices. Instead of managing separate watchlists across Netflix, Hulu, Prime Video, and every other streaming service, Roku lets you create one master list that works across all services. Use the Roku OS to search for shows and movies you want to watch, then select Add to Save List on each title's details page. This saves everything to a universal watchlist that you can access by going to the Roku home screen and selecting What to Watch. Your universal list shows everything in one place, making it much easier to decide what to watch next. The physical Roku remote is functional, but your phone can do so much more. Download the Roku Official Remote Control app for iOS or Android and you'll get a full keyboard for easy searching, the ability to stream content directly from your phone, as well as voice search. The app also lets you browse and launch channels without looking at your TV screen. You can type search terms quickly and if you lose the physical remote, your phone becomes an instant backup. The app even shows what's currently playing and gives you playback controls. If your remote has vanished into the couch cushions again, you don't need to tear apart your living room. If you have a remote with a speaker grille, open the Roku app, tap the microphone, and say "Hey, Roku, find my remote." The remote will start beeping so you can track it down. For Roku Ultra devices, just long-press the button on the right side of the device and the remote will beep. If you have a Voice Remote Pro, you can say "Hey, Roku, find my remote" directly to the TV and it will start beeping. Once you find it, press any button to stop the noise. You can even customize the beeping sound in Settings if the default tone isn't loud enough. When friends or family visit, they can use your Roku without messing up your recommendations, watchlists, or personal settings. Go to to set up a PIN, then press the Home button on your Roku remote and navigate to Settings, System, Guest Mode, and Enter Guest Mode. Then enter your PIN and select OK to activate it. Now guests can sign into their own streaming accounts and use the device normally, but their viewing history won't affect your algorithms and they can't see your personal content. Late-night binge-watching doesn't have to wake up your household. If you have a first-generation Voice Remote Pro, you can plug headphones directly into the remote's headphone jack and audio will automatically redirect from the TV to your headphones. For newer remotes without headphone jacks, use the Roku mobile app's Headphone Mode to listen through your phone's headphones or earbuds. The TV audio gets muted while you get full sound through your personal audio device. This works great for apartments, shared living spaces, or when your partner goes to bed early but you want to keep watching. Roku has hidden diagnostic screens can help you troubleshoot problems. These secret screens let you run network speed tests, view detailed system information, check channel installation logs, and perform various resets when your device isn't working properly. You can access these by pressing specific button combinations on your remote or entering special codes. To run a network speed test, press Home 5 times, then Up, Down, Up, Down, Up and you'll get access to speed testing, reset, and logging options. For a soft reset when your Roku is acting up, press Home 5 times, Up once, Rewind twice, and Fast Forward twice and your device will restart without erasing settings. The speed test screen is particularly useful for diagnosing streaming quality issues, showing you exactly how fast your internet connection is performing on the Roku device itself. Tired of being blasted awake by loud commercials or having to constantly adjust volume between quiet dialogue and loud action scenes? To avoid this, press the star button on your remote during playback, then navigate to Sound Settings and Volume Mode. Turn on Leveling to prevent sudden volume spikes from commercials and channel changes. You can also enable Night mode to boost quiet sounds and reduce loud ones, which is perfect for late-night viewing when you don't want to disturb others. For Roku Streambars and Soundbars, you'll find these options under Settings, Audio and Volume Modes instead. Follow Tom's Guide on Google News to get our up-to-date news, how-tos, and reviews in your feeds. Make sure to click the Follow button. Get instant access to breaking news, the hottest reviews, great deals and helpful tips.
Yahoo
a day ago
- Yahoo
Netflix (NFLX) Premieres K-Content Thriller 'Trigger' In Global Release
During the last quarter, "Trigger," a series by K Wave Media and a Netflix worldwide release, highlighted the company's expanding global content strategy. Alongside an increase in Q2 sales and net income, Netflix announced positive earnings and revised its full-year earnings guidance, indicating robust operational growth. The company's strategic alliances, such as its collaboration with Telefilms Ltd. and opening Netflix House locations, likely reinforced investor confidence. While Netflix's 7% price increase outpaced the market's modest 1% rise last week, these developments would have naturally supported the broader positive market trend, contributing to its performance. Buy, Hold or Sell Netflix? View our complete analysis and fair value estimate and you decide. We've found 17 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. The recent news surrounding Netflix's (NFLX) "Trigger" series and strategic collaborations like those with Telefilms Ltd. may further bolster its aggressive global expansion and content strategy. This aligns well with the broader narrative of enhancing monetization through proprietary ad tech and diversified content investment. While short-term share increases of 7% illustrate positive market response, the potential impact on revenue and earnings forecasts could be significant as these initiatives enhance user engagement and international market penetration. In the context of total shareholder returns, Netflix's shares have delivered a substantial 424.9% return over the past three years. Over the past year, Netflix outperformed the US market, which returned 17.2%, and the US Entertainment industry, which returned 69.7%, demonstrating resilient long-term investor returns. With a current share price of US$1180.49 and a price target of US$1345.32, Netflix is trading at approximately 13.96% below its target, highlighting room for potential appreciation if the company meets or exceeds analyst expectations. Click here and access our complete financial health analysis report to understand the dynamics of Netflix. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NFLX. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
