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 Stock Dips on Weak Q1 Guidance Despite Earnings Beat and Warner Bros. Deal Momentum
- Q4 results showed EPS of $0.56 beating $0.55 estimates and revenue at $12.05B above forecasts, with subscribers hitting 325 million globally.
- Q1 guidance underwhelmed at $0.76 EPS vs. $0.81 expected and $12.16B revenue vs. $12.19B, overshadowing positives like full-year 2026 revenue outlook of $50.7-$51.7B.
- Warner Bros. deal shifted to all-cash $82.7B structure, sparking a brief 1.6% bounce, but regulatory hurdles and competition weigh on sentiment amid a 30% six-month plunge.
ASML Bucked Market Dip Amid Earnings Anticipation and AI-Driven Bookings Boom
- Net bookings hit €5.54 billion, powered by AI chipmakers, highlighting resilient demand for ASML's cutting-edge machines.
- Upcoming Q4 earnings project EPS of $8.85 (up 21%) and revenue of $11.06 billion (up 12%), underscoring AI momentum.
- Positive analyst notes from Morgan Stanley and HSBC bolster conviction, countering tariff uncertainty for 2026 growth.
Netflix Stock Dips on Weak Q1 Guidance Despite Earnings Beat and Warner Bros. Deal Momentum
- Q4 results showed EPS of $0.56 beating $0.55 estimates and revenue at $12.05B above forecasts, with subscribers hitting 325 million globally.
- Q1 guidance underwhelmed at $0.76 EPS vs. $0.81 expected and $12.16B revenue vs. $12.19B, overshadowing positives like full-year 2026 revenue outlook of $50.7-$51.7B.
- Warner Bros. deal shifted to all-cash $82.7B structure, sparking a brief 1.6% bounce, but regulatory hurdles and competition weigh on sentiment amid a 30% six-month plunge.
ASML Bucked Market Dip Amid Earnings Anticipation and AI-Driven Bookings Boom
- Net bookings hit €5.54 billion, powered by AI chipmakers, highlighting resilient demand for ASML's cutting-edge machines.
- Upcoming Q4 earnings project EPS of $8.85 (up 21%) and revenue of $11.06 billion (up 12%), underscoring AI momentum.
- Positive analyst notes from Morgan Stanley and HSBC bolster conviction, countering tariff uncertainty for 2026 growth.
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 most recent earnings for Q4 2025 were confirmed and released on January 20, 2026, after market close. The next earnings date for Q1 2026 is unconfirmed but forecasted for April 16, 2026, after market, aligning with Netflix's historical mid-April pattern for first-quarter results. Investors should monitor official announcements for any updates to this projected timeline.
ASML (ASML) Next Earnings Date
ASML Holding N.V. (ASML) is scheduled to report its next earnings on January 28, 2026, covering the Q4 and full-year 2025 financial results. This date aligns with the company's official financial calendar and consensus from multiple analyst sources. Investors should monitor for pre-market release and subsequent conference call.
Netflix (NFLX) Next Earnings Date
Netflix's most recent earnings for Q4 2025 were confirmed and released on January 20, 2026, after market close. The next earnings date for Q1 2026 is unconfirmed but forecasted for April 16, 2026, after market, aligning with Netflix's historical mid-April pattern for first-quarter results. Investors should monitor official announcements for any updates to this projected timeline.
ASML (ASML) Next Earnings Date
ASML Holding N.V. (ASML) is scheduled to report its next earnings on January 28, 2026, covering the Q4 and full-year 2025 financial results. This date aligns with the company's official financial calendar and consensus from multiple analyst sources. Investors should monitor for pre-market release and subsequent conference call.
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