Netflix’s 2Q25 financial performance metrics were very positive, and the company is well positioned with a growing advertising business and strong revenue. However, there are worrying trends in long-term engagement on the platform.
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Red lights and green lights shine in Netflix’s 2Q25 results
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Netflix seeks growth in francophone Africa with its Canal Plus partnership
Analyst Opinion / 17 Jul 2025 / Daoud Jackson
Canal Plus Afrique has announced a partnership with Netflix that will help Netflix expand its distribution network in francophone Africa, where it is currently weak in terms of both subscription numbers and relevant local content.
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Netflix viewing declines in 1Q25, while Amazon gains: Cause for concern or short-term blip?
News Analysis / 22 May 2025 / Tim Westcott
Viewing data from Digital i shows a dip in viewing hours for Netflix and two of its SVOD rivals, Disney+ and Max, in the first quarter of 2025 versus the same period in 2024. By contrast, Amazon’s viewing hours increased by 16%.
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Netflix’s 1Q25 results show steady performance
Analyst Opinion / 28 Apr 2025 / Paul Erickson
Netflix announced its 1Q25 results on April 17, 2025. Along with its positive financial performance, there are a number of factors that reinforce the fact that it is executing well on fundamentals and its growth and innovation objectives heading into Q2 and the remainder of 2025.
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Key insights from Netflix’s 2H24 What We Watched: Shorter series and seasonal swings
Analyst Opinion / 04 Apr 2025 / Daoud Jackson
Content demand on Netflix continues to develop, with more viewing of films and English-language series. Older content takes about half of viewing time on the platform, and newer content is increasingly packaged in shorter series.
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Netflix is set to surpass YouTube in video revenue in 2025
Analyst Opinion / 06 Mar 2025 / Maria Rua Aguete
Omdia research shows that in 2025, for the first time ever, Netflix’s annual video revenue total will exceed that of YouTube.
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The Analyst Team
Daoud Jackson
Follow AnalystSenior Analyst
Daoud Jackson leads Omdia's research on pay-TV and online video markets across the Middle East, Africa, Turkey, and India as part of the media and entertainment team. He also oversees advertising market coverage in MENA and India. Daoud delivers analysis of key regional and global developments through research interviews, financial modelling, and industry analysis.
Since joining Omdia in 2022, Daoud has presented at numerous industry events and received citations in international news coverage about the evolving media landscape. His research spans SVOD and social video platforms, changing seasonality patterns in MENA, emerging content trends, and successful monetization strategies for developing markets.
Daoud holds a master’s degree in global history from the University of Oxford. Before Omdia, he worked as an analyst at social listening company Brandwatch and as a research analyst at Nielsen covering the global publishing industry.
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Tony Gunnarsson
Follow AnalystPrincipal Analyst, TV, Video & Advertising
As part of Omdia's media and entertainment team, Tony Gunnarsson covers the global online video sector, with a specific interest in direct-to-consumer video services, across both subscription and transactional video, as well as online video aggregation.
His main research interests are in the premium, paid-for subscription online video (SVOD). Tony provides analysis of the key developments in the global online video market, consumer insights, and business intelligence. He also writes on adjacent developments in the broader TV and home entertainment market, including the emergence of AVOD services as a vehicle for premium content. Prior to joining Informa Tech (now Omida), formerly Ovum, in 2014, Tony worked as a senior analyst at IHS Markit, formerly IHS Screen Digest. He holds a master’s degree in imperial and commonwealth history from King’s College London.
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