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Netflix Shatters Expectations with Record-Breaking Q4
Netflix shares soared 14% after-hours as the streaming giant reported a blockbuster quarter, adding 18.9 million new subscribers in Q4. Key drivers included:
Squid Game Season 2's massive success.
The headline-grabbing Jake Paul vs. Mike Tyson event.
Netflix also announced:
A price increase for the standard ad-free plan (£1–£2.50 per month, the first in three years).
An expanded share buyback programme of £15 billion, showcasing confidence in its financial health.
This sharp post-earnings stock jump underscores Netflix’s ability to navigate a highly competitive streaming market while innovating to capture audience attention.
“Stargate”: Oracle Joins the $500 Billion AI Venture
Oracle shares climbed 3% after President Trump announced the Stargate initiative—a £500 billion investment in U.S.-based AI infrastructure. Collaborators include Oracle, OpenAI, and SoftBank.
Why it matters:
This venture cements Oracle’s position as a key player in next-generation AI technologies, leveraging its cloud infrastructure to drive innovation and competitiveness in AI development.
Big Pharma Earnings Spotlight: Procter & Gamble and Johnson & Johnson
Procter & Gamble (P&G):Earnings today will focus on challenges like the strong dollar affecting international sales and potential slowdowns in China. P&G’s diverse consumer staples portfolio provides stability, with analysts predicting moderate growth driven by essential product demand.
Johnson & Johnson (J&J):Analysts anticipate year-over-year revenue and net income growth. Key hurdles include:
Ongoing talc lawsuits.
Patent expirations.
Credit risks linked to acquisitions like the £14.6 billion Intra-Cellular Therapies deal.
Movers & Shakers
Netflix (NFLX): Up 14% post-earnings on record subscriber growth and strong financial signals.
Apple (AAPL): Down 3.19%, shedding £110 billion in market value due to weak iPhone sales and concerns over lagging AI development. For the first time in months, Apple’s valuation dipped below Nvidia’s.
Rocket Lab (RKLB): Surged 28% following Trump’s inaugural focus on a Mars mission and successful deployment of its Pioneer spacecraft. Citi analysts raised their price target to £35, reaffirming a Buy rating.
Rigetti Computing (RGTI): Rocketed 42% amid excitement over quantum computing and Trump’s prioritisation of emerging technologies in his second term.
What to Watch
GE Vernova Earnings (Pre-Bell):
Expected revenue: £10.73 billion; Net income: £634.87 million. Analysts are closely watching the wind energy segment, which is nearing profitability. Shares have nearly tripled since April, reflecting high investor optimism.
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