Ragz
2025-12-11

Interesting fight for WBD by both NFLX and PSKY, especially with its political overtones. This issue will drag on for a long way into 2026, so get the popcorn ready!

@KSR  @J1000  @JoeSu  @Luciferpsycho  @teechunhui  @TMC  @Kcyap  @ST Joyful  @BeatriceChau  @aggyz  

Netflix Slumps After Weak Guidance: Buy the Dip or Avoid?
Netflix fell over 4% after hours after the company issued weaker-than-expected guidance for early 2026. While Netflix reported a record 325 million paid subscribers and strong growth in advertising revenue, management warned that overall growth is set to moderate, falling short of Wall Street’s optimistic expectations. Netflix plans to increase film and TV production spending this year. With guidance disappointing, is Netflix entering a natural slowdown? After the post-earnings drop, is Netflix a buy-the-dip—or a stock to avoid near-term?
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