Netflix's $1 Trillion Dream

Plus, Hertz discloses data breach.

April 15, 2025

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Today is Tuesday, April 15, 2025.

The Early Bird Index today is 65.26

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Netflix's $1 Trillion Dream

Netflix $NFLX ( ▲ 0.54% ) will report its financial earnings results for the last quarter on Thursday, but it appears the streaming giant is already thinking about its long-term future.

Details: The Wall Street Journal reported on Monday that Netflix wants to hit the $1 trillion market cap and double its revenue by 2030. Netflix has not commented on the report, which is based on senior staff members who allegedly saw the ambitious goals for growth in a recent business review meeting.

  • Shares of Netflix ticked up 1.31% in after-hours trading on Monday.

Background: Netflix’s current market cap (which is the company’s valuation) is around $398 billion. The company made about $39 billion in revenue last year.

Early Bird’s Nest Egg Gains: For Netflix to achieve a $1 trillion market capitalization by 2030, several key factors must align.

  • Doubling its revenue would require sustained growth in subscribers, higher average revenue per user, and continued expansion of its advertising business.

  • Netflix's growth will depend on penetrating untapped international markets, particularly in regions such as Asia, Africa, and Latin America.

Final Thoughts: Netflix is one of the few solid tech stocks this year. It is up 5%in 2025.

Apple's New Smart Display Confirms What This Startup Knew All Along

Apple has entered the smart home race with its new Smart Display, firing a $158B signal that connected homes are the future.

When Apple moves in, it doesn’t just join the market — it transforms it.

One company has been quietly preparing for this moment.

Their smart shade technology already works across every major platform, perfectly positioned to capture the wave of new consumers Apple will bring.

While others scramble to catch up, this startup is already shifting production from China to its new facility in the Philippines — built for speed and ready to meet surging demand as Apple’s marketing machine drives mass adoption.

With 200% year-over-year growth and distribution in over 120 Best Buy locations, this company isn’t just ready for Apple’s push — they’re set to thrive from it.

Shares in this tech company are open at just $1.90.

Apple’s move is accelerating the entire sector. Don’t miss this window.

Past performance is not indicative of future results. Email may contain forward-looking statements. See US Offering for details. Informational purposes only.

Notables

Notable Earnings Today: Johnson & Johnson (NYSE: JNJ), Bank of America (NYSE: BAC), United Airlines (Nasdaq: UAL), Citigroup (NYSE: C), Interactive Brokers (Nasdaq: IBKR), J.B. Hunt Transport (Nasdaq: JBHT), Rent the Runway (Nasdaq: RENT), PNC (NYSE: PNC), Hancock Whitney (Nasdaq: HWC), Albertsons (NYSE: ACI), Fulton Financial (Nasdaq: FULT), Equity Bancshares (NYSE: EQBK), KORE Group Holdings (NYSE: KORE), Omnicom (NYSE: OMC), Pioneer Power Solutions (Nasdaq: PPSI).

Notable IPOs Today: Haoxin Holdings Limited Class A Ordinary Shares (Nasdaq: HXHX).

Notable Equity Crowdfunding Campaigns Ending Today: Purity Coffee (StartEngine), CheckMyPet XP (PicMii), Vlue Logistic (Wefunder), Dice Cream (PicMii).

Notable Economic Events Today: Import Price Index / Export Price Index (8:30 a.m. ET), NY Empire State Manufacturing Index (8:30 a.m. ET), API Weekly Crude Oil Stock (4:30 p.m. ET).

Hertz Discloses Data Breach

Shares of Hertz Global $HTZ ( ▼ 7.21% ) fell 2.62% in after-hours trading on Monday after disclosing a data breach.

Details: The car rental company confirmed that Hertz's data was acquired by an unauthorized third party that exploited vulnerabilities with a vendor in October 2024 and December 2024. A data analysis of the breach was just completed.

Final Thoughts: This is a tough time for the company. In the past 12 months, Hertz is down 41%.

Applied Digital Stumbles After Sales Miss

Applied Digital $APLD ( ▲ 1.34% ) plunged 15.27% in after-hours trading on Monday after reporting mixed financial results.

Financials: Applied Digital reported a loss of 8 cents per share in the past quarter, which was better than expected. But, the company’s revenue was only $52.9 million, which was lower than expected.

Final Thoughts: The stock was already down 31% this year. 

Even Luxury Brands Are Struggling: LVMH Sales Fall as Shoppers Curb Spending on Luxury Goods (Bloomberg)

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The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.