
Netflix, Inc. (NASDAQ:NFLX) is facing competitive pressures amid heightened industry consolidation, following the Paramount Skydance Corporation (NASDAQ:PSKY) merger and reports suggesting a possible Warner Bros. Discovery, Inc. (NASDAQ:WBD) acquisition bid.
Bank of America expects Netflix's third-quarter 2025 results to match guidance, forecasting revenue of $11.53 billion and operating income of $3.63 billion.