The New Episode of Netflix Earnings Premieres July 16 -- This Analyst Says Watch the Stock

Netflix’s next earnings episode, set to premiere July 16, is being closely watched after a difficult year that saw the stock fall 40%. The streaming company will release its second-quarter results, as investors look for signs that the worst of competitive pressures and internal changes are easing. The report comes amid the failed pursuit of Warner Bros. Discovery and the departure of co-founder Reed Hastings as chairman. Bernstein analyst Laurent Yoon says the key debate is how much Q2 weakness is reflected in Netflix’s 2026 outlook, including any impact from the FIFA World Cup on subscriber engagement. He notes that ad revenue above $3 billion could support revenue and EPS, and he highlights uncertainty around margin guidance and Netflix’s semiannual What We Watched report.