Analysts project Netflix will achieve a record $11.1 billion in revenue and $7.08 earnings per share for the second quarter. Key growth drivers include recent price hikes and the successful launch of an advertising tier, which contributed significantly to subscriber growth early in 2025. While Netflix previously saw substantial growth from a crackdown on password sharing, newer subscriber additions have leveled off, indicating a slowdown in growth potential. Analysts note that the platform has exhausted most potential first-time subscribers who were using shared accounts.
Wall Street expects Netflix to report a best-ever $11.1 billion in revenue and $7.08 in earnings per share when it shares second-quarter results on Thursday.
Analysts think Netflix's primary growth drivers this quarter will be the price increases it implemented earlier this year and its budding advertising tier.
The fast-growing, cheaper plan is on a strong trajectory and could eventually bring in more revenue per user than the ad-free tier, according to S&P Global media analyst Melissa Otto.
Netflix has largely run out of individuals who were motivated to pay for Netflix for the first time because they lost access via another household's account.
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