WS #12230

From 500 msgs · 10 key-dev

Netflix Q2 revenue $12.56B miss by $20M, Q3 guidance revenue $12.86B vs $13.0B consensus, EPS $0.82 vs $0.84; stock down ~5% after hours. Google's flagship Gemini 3.5 Pro hit by months of delays due to coding struggles; talent migrating to rivals like Anthropic.

Netflix Q2 Earnings Miss and Weak Guidance

Netflix Q2 revenue $12.56B miss by $20M, Q3 guidance revenue $12.86B vs $13.0B consensus, EPS $0.82 vs $0.84; stock down ~5% after hours.

Google's flagship Gemini 3.5 Pro hit by months of delays due to coding struggles; talent migrating to rivals like Anthropic.

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