Netflix vs Spotify: Which Streaming Stock Will Outperform?

Streaming company Netflix (NASDAQ:NFLX) and Spotify (NYSE:SPOT) some closed 2025 with beardown results, but they participate 2026 from precise antithetic positions. Netflix is simply a video empire absorbing Warner Bros. portion expanding into unrecorded sports and gaming.

Spotify is crossing 751 cardinal monthly progressive users successful users, installing a co-CEO structure, and calling 2026 its "Year of Raising Ambition." The opposition is worthy examining closely. Let's dive heavy to spot which institution could triumph 2026.

Netflix delivered Q4 2025 gross of $12.05 billion, up 17.6% twelvemonth implicit year, with operating income of $2.96 billion, up 30%. KPop Demon Hunters generated 325 cardinal views, Happy Gilmore 2 drew 126 cardinal views, and the Canelo vs. Crawford boxing lucifer pulled 41 million-plus viewers.

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Ad gross much than doubled successful 2025 to implicit $1.5 billion, and US TV clip stock deed an all-time precocious of 9.0% successful December. That is simply a institution executing crossed subscriptions, advertising, unrecorded events, and gaming simultaneously.

Spotify's Q4 was arsenic awesome successful momentum. Revenue grew 6.81% twelvemonth implicit twelvemonth to $4.53 billion, gross borderline deed a grounds 33.1%, and operating income reached $701 million, good supra the $620 cardinal guidance.

Co-CEO Alex Norström framed it plainly: "We closed retired what we dubbed arsenic the Year of Accelerated Execution with different coagulated quarter." Spotify besides added 38 cardinal nett MAUs successful Q4 alone, six cardinal supra guidance, the highest quarterly nett adds successful institution history.