Netflix and Intel Earnings Preview

Abu Dhabi, United Arab Emirates – January 19, 2026: Netflix and Intel are set to report earnings this week, with investors closely watching both companies for confirmation of their growth and turnaround narratives, according to Zavier Wong, Market Analyst at eToro.

Netflix

Netflix (NASDAQ: NFLX) enters the earnings period having firmly established itself as the world’s largest streaming platform, with more than 300 million subscribers globally. Supported by a strong content pipeline and increasing pricing power, the company’s long-term ambition to exceed 400 million subscribers by 2030 appears increasingly achievable.

However, recent market performance has been less supportive. Over the past six months, Netflix shares have declined by more than 30%, reflecting broader market volatility and investor caution. Adding to uncertainty is Netflix’s proposed US$83 billion acquisition of Warner Bros Discovery’s studio and streaming assets, which has raised questions around regulatory approval and balance sheet impact.

Despite these concerns, Netflix’s upcoming results are expected to be solid. A strong content slate during the quarter, including the finale of Stranger Things, the Jake Paul versus Anthony Joshua fight, and NFL Christmas Day games, is likely to support double-digit revenue growth. Analysts also expect continued margin expansion and healthy free cash flow generation, reinforcing Netflix’s shift toward a more mature and profitable operating model.

With the US and Canada now largely saturated, international markets will be closely watched. Subscriber growth outside North America is becoming increasingly important, not only for headline user numbers but also for future monetisation. Netflix has been expanding its investment in locally produced content and is increasingly leveraging advertising to drive scale in emerging and international markets.

Advertising is now a central part of Netflix’s evolving business model. The continued rollout of its ad-supported tier, alongside paid sharing initiatives, is expanding the company’s addressable market. Advertising revenue is expected to reach around US$5 billion in 2026, according to market estimates. Investors are also looking for further margin expansion next year, which would support free cash flow growth and ongoing share buybacks.

The proposed acquisition of Warner Bros Discovery’s studio and streaming assets remains a key wildcard. While the deal could significantly strengthen Netflix’s content library and intellectual property portfolio, regulatory risk and a materially higher debt load remain potential overhangs. This is particularly relevant given that Netflix has only recently established a clear and credible path to sustainable profitability.

Intel

Intel (NASDAQ: INTC) heads into earnings as one of the strongest performers on the S&P 500 this year, with shares up more than 30%. The rally reflects renewed investor confidence in the company’s turnaround strategy, alongside continued growth in global demand for artificial intelligence technologies.

It also highlights a broader shift in market dynamics within the semiconductor industry, where supply constraints are increasingly becoming a key limiting factor. Towards the end of 2025, Intel benefited from several positive developments, including the US government taking a stake in the company and the strengthening of partnerships with major industry players such as Nvidia.

In the near term, Intel’s gross margins are expected to remain under pressure, largely due to early ramp-up costs associated with its advanced 18A manufacturing process. Any indication that margin pressure is stabilising would be welcomed by the market, particularly if accompanied by continued discipline in capital expenditure to preserve balance sheet flexibility.

Looking beyond the current quarter, Intel’s relevance to the AI investment theme is gradually improving. As demand for AI chips continues to accelerate, capacity constraints at leading foundries are emerging as a bottleneck for the industry. This creates an opportunity for Intel Foundry Services to play a more meaningful role in the global semiconductor supply chain.

Options markets are currently pricing in an approximate 8% move in Intel’s share price following the earnings release, pointing to expectations of elevated volatility. Consensus forecasts call for quarterly revenue of US$13.4 billion and earnings per share of US$0.08. Investors will be looking for clear evidence that Intel’s manufacturing roadmap is translating into sustainable operational momentum.

Media Contact:
[e-mail]

About eToro

eToro is the trading and investing platform that empowers you to invest, share and learn. We were founded in 2007 with the vision of a world where everyone can trade and invest in a simple and transparent way. Today we have 40 million registered users from 75 countries. We believe there is power in shared knowledge and that we can become more successful by investing together. So we’ve created a collaborative investment community designed to provide you with the tools you need to grow your knowledge and wealth. On eToro, you can hold a range of traditional and innovative assets and choose how you invest: trade directly, invest in a portfolio, or copy other investors. You can visit our media centre here for our latest news.

Disclaimers:

eToro is a multi-asset investment platform. The value of your investments may go up or down. Your capital is at risk.

eToro is a group of companies that are authorised and regulated in their respective jurisdictions. The regulatory authorities overseeing eToro include:

• The Financial Conduct Authority (FCA) in the UK
• The Cyprus Securities and Exchange Commission (CySEC) in Cyprus
• The Australian Securities and Investments Commission (ASIC) in Australia
• The Financial Services Authority (FSA) in the Seychelles
• The Financial Services Regulatory Authority (FSRA) of the Abu Dhabi Global Market (ADGM) in the UAE
• The Monetary Authority of Singapore (MAS) in Singapore

This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.

Regulation and License Numbers

Middle East

eToro (ME) Limited, is licensed and regulated by the Abu Dhabi Global Market (“ADGM”)’s Financial Services Regulatory Authority (“FSRA“) as an Authorised Person to conduct the Regulated Activities of (a) Dealing in Investments as Principal (Matched), (b) Arranging Deals in Investments, (c) Providing Custody, (d) Arranging Custody and (e) Managing Assets (under Financial Services Permission Number 220073) under the Financial Services and Market Regulations 2015 (“FSMR”). Registered Office and its principal place of business: Office 26 and 27, 25th floor, Al Sila Tower, ADGM Square, Al Maryah Island, Abu Dhabi, United Arab Emirates.

This article was originally published as Netflix and Intel Earnings Preview on Crypto Breaking News – your trusted source for crypto news, Bitcoin news, and blockchain updates.