April 18 - Netflix stock (NASDAQ:NFLX) jumped 3.5% on Thursday, extended trading after the streaming giant posted better-than-expected quarterly results, driven by gains in both ad revenue and subscriber additions.
The company reported strong $6.61 earnings per share, with millions of new subscribers added in the latest period. Growth in its ad-supported tier contributed meaningfully to revenue, while Netflix said engagement on its live programming continues to surpass internal expectations.
However, analysts are warning of brewing pressure from rising global tariffs. While Netflix doesn't manufacture hardware, it relies on tech infrastructure, imported equipment, and software tools, many of which are subject to international trade policies. Costs tied to global production hubs, including South Korea and India, may rise if tariffs impact the availability or cost of U.S.-based post-production and filming gear.
If production costs rise further, margins could come under strain, even amid strong operational execution. Some analysts also flagged the potential impact of inflation and higher interest rates on consumer behavior, adding to the list of risks facing the company.
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