Ragz
06:25

A good chance to buy at the dip, as Netflix is favoured over Paramount. Unless Trump performs another arm-twisting stunt.

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Netflix Q4 Ahead: Monetization Wins Or Deal Overhang?
Netflix will report Q4 2025 earnings on Jan 21, after U.S. markets close, with expectations pointing to strong financial momentum. Revenue is forecast at $11.97B (+16.8% YoY), net income at $2.39B (+27.7%), and EPS up nearly 30%, driven increasingly by advertising and engagement rather than subscriber adds. The proposed acquisition of WBD continues to weigh on valuation amid leverage, regulatory, and legal concerns. Can Netflix’s monetization and ad momentum offset deal-related valuation pressure? Would an all-cash WBD bid improve certainty or worsen balance sheet risk?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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