Netflix retained its 2025 recommendations. There’s catch

Netflix The executives reported on Thursday that everything is good with business before economic turbulence. But his forecast for a full year tells a little more nuanced history.

Netflix outlined a big blow Operating profitability for the first quarter, reporting 31.7% compared to an average estimate of 28.5%, according to Streetaccount. And it was managed much higher than the assessment of analysts in the second quarter – 33.3% to the average estimate of 30%.

In its own phrase, Netflix was “ahead” of its own guide for the first quarter and “tracks above the middle of our 2025 revenue.”

However, Netflix refused to change any long -term forecasts. This suggests that Netflix is ​​not so confident in its second half.

“There have been no significant changes in our overall business viewing since our latest income report,” Netflix wrote in her quarterly note by shareholders.

US consumer feelings have been at the lowest level since 1952 as President Donald Trump’s new tariff policy.

Co -chairman Greg Peters noted that during the company’s company’s profits, Netflix, in the past, was “usually quite supple” to economic slows. Homemade entertainment provides cheaper free time than most other activities. A monthly Netflix subscription costs $ 7.99.

But the question remains how – or, or – the economic slowdown will lead to the wallets of Americans and make higher subscriptions.

Netflix stopped reports of quarter quarterly subscribers in this quarter, so the company probably won’t be in detail if this year it will see the slowdown of the client at the end of the message about her main profit and profit.

The revenue in the first quarter of $ 10.5 billion was approximately in accordance with analysts’ expectations, while the $ 11 billion guide in the second quarter is slightly higher.

“Content, it’s steadily and strongly. We haven’t seen anything significant in the mixing and plan mixing,” Peters said. “Things usually look stable.”