Netflix vs ASML
This page compares Netflix, Inc. and ASML Holding NV, outlining how their business models, financial performance, and market context differ. It provides an accessible overview of strategy, revenue drivers, cost structure, competitive landscape, and growth opportunities, helping readers understand each company’s position without advocacy or speculation. Educational content, not financial advice.
This page compares Netflix, Inc. and ASML Holding NV, outlining how their business models, financial performance, and market context differ. It provides an accessible overview of strategy, revenue dri...
Why It's Moving
Netflix Powers Ahead with Solid Q4 Earnings and Warner Bros. Acquisition Push Despite Recent Dips.
- Q4 earnings topped estimates, with 2026 revenue projected at $50.7-51.7B and ad revenues set to double, boosting confidence in sustained momentum.
- Operating margins eyed at 31.5% for 2026, up from 29.5%, highlighting pricing power and efficiency gains.
- All-cash Warner Bros. amendment accelerates the vote, positioning Netflix for content dominance but introducing regulatory watchpoints.
ASML surges on record orders and aggressive 2026 outlook signaling AI chip boom acceleration.
- Record $15.8B Q4 net bookings crushed Visible Alpha's $7.56B estimate, fueled by AI and data center chip demand for a backlog spanning over a year.
- Raised 2026 guidance alongside €12B+ buyback and quarterly dividend hike to $3.1771 (annual $12.71, 0.9% yield), enhancing cash return appeal.
- Bernstein hiked price target to $1,911 with Outperform rating, viewing recent dip as a buying opportunity despite capacity concerns.
Netflix Powers Ahead with Solid Q4 Earnings and Warner Bros. Acquisition Push Despite Recent Dips.
- Q4 earnings topped estimates, with 2026 revenue projected at $50.7-51.7B and ad revenues set to double, boosting confidence in sustained momentum.
- Operating margins eyed at 31.5% for 2026, up from 29.5%, highlighting pricing power and efficiency gains.
- All-cash Warner Bros. amendment accelerates the vote, positioning Netflix for content dominance but introducing regulatory watchpoints.
ASML surges on record orders and aggressive 2026 outlook signaling AI chip boom acceleration.
- Record $15.8B Q4 net bookings crushed Visible Alpha's $7.56B estimate, fueled by AI and data center chip demand for a backlog spanning over a year.
- Raised 2026 guidance alongside €12B+ buyback and quarterly dividend hike to $3.1771 (annual $12.71, 0.9% yield), enhancing cash return appeal.
- Bernstein hiked price target to $1,911 with Outperform rating, viewing recent dip as a buying opportunity despite capacity concerns.
Investment Analysis
Netflix
NFLX
Pros
- Netflix is projected to grow revenue by around 12% in 2025, driven by strong subscriber growth and expanded advertising revenue.
- The company's operating margins are improving, with recent quarters showing margin expansion and earnings per share growth exceeding 20%.
- Netflix holds a dominant position in the streaming industry, supported by ambitious future growth plans and positive analyst sentiment with a moderate buy consensus.
Considerations
- Netflix trades at a premium valuation with a high price-to-earnings ratio of about 48, which may limit upside in a volatile market.
- The stock price has been volatile, with forecasts ranging broadly from downside of nearly 30% to upside of over 40%, reflecting investor uncertainty.
- Growth relies heavily on continued subscriber additions and advertising revenue growth, which face increasing competition and changing consumer behaviors.
ASML
ASML
Pros
- ASML is a leading supplier of advanced lithography equipment essential to semiconductor manufacturing, benefiting from ongoing chip demand.
- The company offers a diversified product portfolio including EUV and DUV lithography, metrology, and inspection systems, enhancing its competitive position.
- ASML operates globally with exposure to major semiconductor hubs, positioning it well to capitalize on global trends in microchip technology.
Considerations
- ASML’s business is highly cyclical and closely tied to the volatile semiconductor industry, which can lead to swings in demand and revenue.
- The company faces execution risks related to the complex development and delivery of cutting-edge lithography technology.
- Geopolitical tensions and regulatory restrictions affecting semiconductor supply chains pose potential headwinds for ASML’s international operations.
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Netflix (NFLX) Next Earnings Date
Netflix's next earnings date is estimated for April 16, 2026, covering the Q1 2026 period, following the recent Q4 2025 report released on January 20, 2026. This date aligns with analyst consensus and historical patterns, though the company has not yet officially confirmed it. Investors should monitor for any updates from Netflix's investor relations.
ASML (ASML) Next Earnings Date
ASML Holding N.V. (ASML) is scheduled to report its next earnings on April 15, 2026, covering the Q1 2026 quarter. This date aligns with the company's historical mid-April reporting pattern for first-quarter results, as confirmed across multiple analyst projections. Investors should monitor for any updates from official channels ahead of the release.
Netflix (NFLX) Next Earnings Date
Netflix's next earnings date is estimated for April 16, 2026, covering the Q1 2026 period, following the recent Q4 2025 report released on January 20, 2026. This date aligns with analyst consensus and historical patterns, though the company has not yet officially confirmed it. Investors should monitor for any updates from Netflix's investor relations.
ASML (ASML) Next Earnings Date
ASML Holding N.V. (ASML) is scheduled to report its next earnings on April 15, 2026, covering the Q1 2026 quarter. This date aligns with the company's historical mid-April reporting pattern for first-quarter results, as confirmed across multiple analyst projections. Investors should monitor for any updates from official channels ahead of the release.
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