奈飞公司 Netflix, Inc.（NFLX）2025年第二季度财报电话会议纪要「NASDAQ」（英文版）（15页）.pdf

1、 COPYRIGHT 2025 S&P Global Market Intelligence,a division of S&P Global Inc.All rights 2025 Earnings Call TranscriptsThursday,July 17,2025 8:45 PM GMTS&P Global Market Intelligence Estimates-FQ2 2025-FQ3 2025-FY 2025-FY 2026-CONSENSUSACTUALSURPRISECONSENSUSGUIDANCECONSENSUSCONSENSUSEPS Normalized 7.

2、097.191.416.826.8725.88NANA31.21Revenue (mm)11056.3411079.170.2111422.4211526.0044868.39NANA50055.43Currency:USDConsensus as of Jul-18-2025 12:48 AM GMTUnable to generate Chart:Unable to get data to chart -EPS NORMALIZED -CONSENSUSACTUALSURPRISEFQ3 20245.135.405.26%FQ4 20244.214.271.43%FQ1 20255.686

3、.6116.37%FQ2 20257.097.191.41%ContentsCOPYRIGHT 2025 S&P Global Market Intelligence,a division of S&P Global Inc.All rights of Contents Call Participants.3Presentation.4Question and Answer.5NETFLIX,INC.FQ2 2025 EARNINGS CALL JUL 17,2025Copyright 2025 S&P Global Market Intelligence,a division of S&P

4、Global Inc.All Rights ParticipantsEXECUTIVESGregory K.PetersCo-CEO,President&DirectorSpencer WangVice President of Finance,CorporateDevelopment&Investor RelationsSpencer Adam NeumannChief Financial OfficerTheodore A.SarandosCo-CEO,President&DirectorNETFLIX,INC.FQ2 2025 EARNINGS CALL JUL 17,2025Copyr

5、ight 2025 S&P Global Market Intelligence,a division of S&P Global Inc.All Rights WangVice President of Finance,Corporate Development&Investor RelationsGood afternoon,and welcome to the Netflix Q2 2025 Earnings Interview.Im Spencer Wang,VP of Finance,IR and CorporateDevelopment.Joining me today are C

6、o-CEOs,Ted Sarandos and Greg Peters;and CFO,Spence Neumann.As a reminder,well be making forward-looking statements,and actual results may vary.Well take questions submitted by the analystcommunity,and we will begin with our results and our forecast.NETFLIX,INC.FQ2 2025 EARNINGS CALL JUL 17,2025Copyr