ASML & Netflix previews

ASML and Netflix are due to report this week, with investors watching whether two very different companies can keep carrying a narrow market rally. (asml.com) (netflix.net) ASML said it will publish first-quarter 2026 results on Wednesday, April 15, 2026, at 07:00 Central European Time. Netflix said it will post first-quarter 2026 results on Thursday, April 16, 2026, at about 1:01 p.m. Pacific Time, followed by a management interview at 1:45 p.m. Pacific Time. (asml.com) (netflix.net) For ASML, the setup starts with chipmaking equipment. The Dutch company sells lithography machines that project circuit patterns onto silicon wafers, and it said in January that customers had turned more positive on medium-term demand tied to artificial intelligence spending. (asml.com 1) (asml.com 2) ASML told investors on January 28 that 2025 net sales reached €32.7 billion, net income reached €9.6 billion, and backlog stood at €38.8 billion at year-end. It guided for first-quarter 2026 sales of €8.2 billion to €8.9 billion and a gross margin of 51% to 53%. (asml.com) ASML is also reporting after a new round of Washington pressure on China-related sales. Reuters reported on April 7 that United States lawmakers proposed legislation that could further restrict ASML exports to China, including deep ultraviolet tools that Chinese customers have still been able to buy. (msn.com) (cnbc.com) ASML has already been returning cash while it navigates that policy risk. The company announced a new share buyback program of up to €12 billion running through December 31, 2028, when it released fourth-quarter results. (asml.com) Netflix enters the week with a different mix of drivers: subscription prices, advertising, and a one-time cash payment. The company said on March 13 that its April 16 release will include first-quarter results and business outlook. (netflix.net) A securities filing tied to the Warner Bros. Discovery deal process showed a $2.8 billion termination fee payable to Netflix, and trade outlets reported on February 27 that Netflix disclosed the payment after that transaction collapsed. (sec.gov) (hollywoodreporter.com) Netflix also raised United States prices in late March. CNBC reported on March 26 that the ad-supported plan rose to $8.99 a month, the standard plan to $19.99, and the premium plan to $26.99, marking the company’s first increase since January 2025. (cnbc.com) (variety.com) Netflix’s latest annual report said 2025 revenue rose 16% from 2024, driven by membership growth, price increases, and higher advertising revenue. Last year’s first-quarter shareholder letter said revenue came in modestly above guidance because subscription and ad revenue were slightly better than forecast. (sec.gov 1) (sec.gov 2) The immediate question for both companies is less about whether their businesses are understood than whether their next numbers still justify the market’s expectations. By Thursday night, investors will have fresh guidance from a company selling the tools behind artificial intelligence chips and from a streamer testing how much more it can charge. (asml.com) (netflix.net)