$Netflix(NFLX)$ Looking at everything, NFLX is the best in this sector. What I like most is the content; NFLX has the most and keeps creating more new content. One most important thing is that NFLX has the strongest financial balance sheet. Look at DIS, PSKY, WBD – they all have tons of debt, all over $50 billion. NFLX has only $15 billion in debt. I believe NFLX will take advantage to build more content this year and focus on live sports and live entertainment.
$Netflix(NFLX)$ Relax, NFLX will go back to 130 again. Paramount is a dinosaur, lacking both technology and good content. WBD will likely have to break down and sell off some junk, keeping a few names to compete, but I think selling the whole would bring more value. We call this process 'consolidation'. Only NFLX has advanced high tech and content creation capabilities. Watch out for live sports, which draws a lot of attendance, and live K-POP. Prime already has too much on its plate, and Jeff has more than enough—he wants to go to space. So, NFLX is the only one with the tools and qualifications to lead streaming.
$Netflix(NFLX)$ Hastings is retiring, but that doesn't mean there's a problem with the company. The earnings report wasn't that bad, it's just that the forward guidance came up a bit short of what analysts were looking for. I see it more as an opportunity, similar to how Cathie Wood views it. I'm keeping my shares.
$Netflix(NFLX)$ Inflation has pushed prices up at least 40% on everything except Netflix's monthly fee. Investors have been cheated by users for a long time—payback time. NFLX to $110 by Friday this week.
$Netflix(NFLX)$ 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?
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,
$Netflix(NFLX)$ 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.