Netflix vs Spotify: Which Streaming Stock Will Outperform?

Netflix vs Spotify: Which Streaming Stock Will Outperform?

Quick Read Netflix (NFLX) delivered Q4 2025 revenue of $12.05B (up 17.6% year over year) and announced a $42.2B all-cash acquisition of Warner Bros. at $27.75 per share, while Spotify (SPOT) posted Q4 revenue of $4.53B (up 6.81% year over year), hit a record 33.1% gross margin, and added 38 million net monthly active users in the quarter, the highest quarterly net adds in company history. Netflix is betting its 2026 execution on integrating Wa…