Netflix, Inc. (NFLX) Q3 2025 Results

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Netflix, Inc. (NFLX) Q3 2025 Results — Year-on-Year Comparison

Result declared: October 21, 2025

Quarter ended September 30, 2025. Source: Netflix Investor Relations.

Disclaimer: This post is for informational purposes only and does not constitute investment advice.

Executive Summary

Netflix reported revenue of approximately US$11.51 billion in Q3 2025, up ~17% year-on-year. Net income came in at about US$2.55 billion, with diluted EPS of US$5.87. The operating margin declined to ~28% due to a one-time tax-related charge in Brazil, from ~30% in the prior-year quarter.

Key numbers: Revenue US$11.51B (+17% YoY), Net income US$2.55B (+8% YoY), EPS US$5.87 (+9% YoY approx).

Quarterly Results — Year-on-Year Comparison (three months ended Sept 30)

Metric Q3 2025 Q3 2024 YoY % change
Revenue US$11,510 m US$9,820 m approx +17%
Net income US$2,550 m US$2,360 m approx +8%
Diluted earnings per share (EPS) US$5.87 US$5.40 approx +9%
Operating margin ~28% ~30% -2 pp

Note: Prior-year figures are approximate where exact disclosure was not in the same table; a one-time Brazil tax expense impacted margins in Q3 2025.

Context & Commentary

  • Netflix’s ad-supported tier and advertising sales continue to accelerate — Q3 marked its best ad-sales quarter ever. :contentReference[oaicite:7]{index=7}
  • The company no longer reports detailed subscriber additions each quarter, instead emphasising revenue growth, engagement, and monetisation. :contentReference[oaicite:8]{index=8}
  • While revenue growth was healthy, the unexpected tax dispute in Brazil (~US$619m) knocked the operating margin. Netflix noted this is a non-recurring issue and should not materially affect future quarters. :contentReference[oaicite:9]{index=9}

Result declared date: October 21, 2025.

Source: Netflix Investor Relations press release and shareholder letter.

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