Netflix reported strong viewer engagement in Q2 2025, highlighted by approximately 122 million views for Squid Game Season 3. This performance is part of Netflix’s growth strategy, which includes a robust content pipeline for the remainder of 2025, featuring new seasons of popular shows and various high-profile originals. The company’s revenue forecast for 2025 has been raised to between $44.8 billion and $45.2 billion, driven by the successful incorporation of an ad-supported tier and favorable foreign exchange gains.
Amazon experienced a 10% year-over-year increase in subscription sales, reaching $11.5 billion in Q1 2025, supported by its extensive delivery network and original content. Meanwhile, Disney continues to focus on stable growth through its Disney+ platform, benefiting from bundling with Hulu and Max. However, increasing spending on new content may pressure near-term earnings in its entertainment division.
As of 2025, Netflix’s shares have increased by 36.8% year-to-date, outperforming the Zacks Broadcast Radio and Television industry’s 25.9% return. The forward price-to-sales ratio stands at 10.66, indicating a premium valuation compared to the industry average of 5.03.
