JohnMitchell
JohnMitchell
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$Netflix(NFLX)$ I am pleasantly surprised at how well this stock has been holding up.
$Netflix(NFLX)$ The volume is merely 2 million shares, yet it can shift the stock by over one point. Can anyone identify who the major market maker is?
$Netflix(NFLX)$ Look at that 6 month chart. Talk about timing the market. I have to thank $Paramount Global(PARA)$  for saving NFLX.
Total of 8.6 billion. That is a big swing. Financial Outcome for $Netflix(NFLX)$  Despite losing the acquisition, $Netflix(NFLX)$  benefited financially from the termination of the agreement: Breakup Fee Received: Because $Warner Bros. Discovery(WBD)$  chose a superior offer from a rival, it (via $Paramount Global(PARA)$ ) was required to pay $Netflix(NFLX)$  a $2.8 billion termination fee. Potential Risk: Had the deal fallen through due to $Netflix(NFLX)$ 's failure to secure regulatory approvals,
$Netflix(NFLX)$ In this turmoil, the most stable stock... thank goodness for calmer heads.
$Netflix(NFLX)$  is resistant to war and recession. I tend to think this stock will be in the 100s.
$Netflix(NFLX)$ I see the regulatory hurdle was the reason for their departure. With profits and growth hard to come by when competing against Netflix’s distribution empire, consolidation amongst the old media will persist. For these traditional players, intellectual property is the only negotiating tool they possess, and revenue from licensing to Netflix is set to outpace their own streaming revenue.
$Netflix(NFLX)$ It's like physics. For every action, there is an equal and opposite reaction. The Warner bidding took it from 115 to 75, and walking away from the bidding will take it from 75 to 115.
$Netflix(NFLX)$  really did the right thing by not buying WB. It would have been a disaster if they had. Instead, they came out on top with 2.8 billion. They deserve an award, I think.
$Netflix(NFLX)$  wins whether the sale is approved or they pull back. It is inevitable.
$Netflix(NFLX)$  should just pull its offer and back out. $Netflix(NFLX)$  doesn't need to buy anything; it's already a powerhouse without it.
$Netflix(NFLX)$  and $Spotify Technology S.A.(SPOT)$  move almost in lockstep. $Netflix(NFLX)$  has a much stronger moat, at least. Whereas $Spotify Technology S.A.(SPOT)$ 's moat lies in its UI, music discovery algorithm, and device integration, which Google could copy for YouTube Music.
$Netflix(NFLX)$  has shown clear strategic insight from the start. Many panicked causing significant share value loss, but similar patterns can recur. Once weaker holders and short-term shorts exit, it acts as a filter—leaving investors trusting the company and management vision. Shares could grow faster. If $Netflix(NFLX)$  bids aggressively for $Warner Bros. Discovery(WBD)$ , it’s due to management seeing strategic rationale and long-term projections. If rejected, the company remains well positioned to execute its current strategy.
If $Netflix(NFLX)$  truly wants this deal to go through, they might need to purchase some Trump meme coins or arrange a documentary deal for him. $Amazon.com(AMZN)$  already set the precedent with Melania.
$Netflix(NFLX)$  moved from 'is streaming dead?' to 'ok this actually works' without much noise.
$Warner Bros. Discovery(WBD)$  had 30 Oscar nominations. $Netflix(NFLX)$  had 16. A merger of these two would create a behemoth in the film entertainment industry.
As a shareholder and customer, I support this. Consider what happened with Breaking Bad. $AMC Entertainment(AMC)$ 's hit show. But after $Netflix(NFLX)$  acquired the streaming rights, it became one of the most-watched TV shows due to greater exposure. $Netflix(NFLX)$  excels not only in content creation but also has the largest delivery infrastructure. Kobra Kai started on YouTube for the first two seasons, then was sold to $Netflix(NFLX)$ , leading to four more seasons. You wouldn't have seen Squid Game without NFLX. $Netflix(NFLX)$  is the new vehicle
$Netflix(NFLX)$  Why wouldn't $Warner Bros. Discovery(WBD)$  shareholders take $Paramount Global(PARA)$ 's offer? It's more money for them since the offer is higher. Just wondering if there are any ideas.
Cathie Wood increased holdings of $Netflix(NFLX)$  by 83,000 shares in the $ARK Innovation ETF(ARKK)$  fund and reduced exposure to BEAM.
$Netflix(NFLX)$  Blowout Earnings ans Sub growtg record. world wide!

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