Analysts have recognized Netflix as a resilient player in the market, particularly during economic downturns, reinforcing investor confidence in its long-term viability.

In the first quarter of 2025, Netflix reported impressive earnings of $2.9 billion, translating to $6.61 per share, marking a 24% year-over-year increase, alongside revenues of $10.54 billion, which is up 13% from the previous year, both exceeding analysts' expectations.

While Netflix has stopped disclosing subscriber counts, it now emphasizes major milestones and revenue sources like advertising, reflecting a shift in its business focus.

According to a recent survey, Netflix remains the most popular video platform among U.S. consumers, with a 25% usage rate, outperforming competitors like YouTube and basic cable.

The company's strategic shift from focusing solely on subscriber growth to prioritizing profitability and audience engagement metrics, such as viewing time, marks a new era for Netflix.

Co-CEO Greg Peters announced that the ad technology is currently available in the U.S. and Canada, with plans to expand to ten additional major markets soon.

To attract and retain viewers, Netflix plans to invest in live programming, particularly sports, recognizing the positive impact of live content on subscriber retention.

Netflix's minimal reliance on advertising positions it advantageously compared to other media companies that may face significant risks from declines in advertising revenue during economic downturns.

Executives expressed confidence in navigating economic challenges, highlighting their low-cost ad plan and global audience engagement as key factors in maintaining subscriber loyalty.

Upcoming changes include a redesign of the TV app's homepage and the addition of an interactive search feature utilizing generative technologies, enhancing user experience.

The company has implemented price increases across certain subscription plans, including its growing ad-supported tier, which is part of its broader strategy to enhance revenue streams.

Netflix's Q1 programming lineup featured successful titles, including 'Adolescência' and 'Counterattack,' which ranked among their all-time most popular films.