Quick Read – Netflix (NFLX) posted 33% operating margins and $27B in buybacks; Roku (ROKU) grew platform revenue 28% with advertisers more than doubling YoY. – Netflix owns the screen with NFL packages and hit content; Roku owns the ad feed, targeting $1B in free cash flow by…
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Netflix (NASDAQ:NFLX) and Roku (NASDAQ:ROKU) just delivered post-earnings snapshots that could not look more different. Netflix posted its Q2 report on July 16, leaning on content, ads, and the largest buyback quarter in its history. Roku’s Q1, filed April 30, showed a platform business finally translating scale into consistent profits.
Big Content Wins Meet Ad Tech Roars Netflix delivered EPS of $0.80 on revenue of $12.559 billion, growing 13.37% YoY. Operating margin held at 33.4%, doing the heavy lifting. Titles like Apex (131M views) and Swapped (137M views) kept engagement steady while price hikes in the US, Mexico, and Spain landed without much pushback.