"Netflix delivered Q4 2025 revenue of $12.05 billion, up 17.6% year over year, with operating income of $2.96 billion, up 30%. Ad revenue more than doubled in 2025 to over $1.5 billion, and US TV time share hit an all-time high of 9.0% in December."
"Spotify's Q4 was equally impressive in momentum. Revenue grew 6.81% year over year to $4.53 billion, gross margin hit a record 33.1%, and operating income reached $701 million, well above the $620 million guidance."
"Netflix paused its $8 billion buyback authorization to fund an all-cash acquisition of Warner Bros. at $27.75 per share, backed by a $42.2 billion bridge facility. The risk is real: integration complexity, debt load, and foreign exchange headwinds could pressure margins."
Netflix reported a strong Q4 2025 with $12.05 billion in revenue, a 17.6% increase, and a significant acquisition of Warner Bros. Spotify also performed well, achieving $4.53 billion in revenue, a 6.81% growth. Spotify's co-CEO announced a successful quarter with record user growth, while Netflix's acquisition strategy poses risks related to integration and debt. Both companies are positioned differently for 2026, with Netflix aiming for expansion and Spotify focusing on enhancing its platform and user base.
Read at 24/7 Wall St.
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