🎬 Netflix Slumps on Weak Guidance Structural Slowdown… or a High-Quality Dip Opportunity? Netflix just reminded the market of a hard truth: great businesses can still disappoint when expectations get too high. Despite posting record ~325M paid subscribers, solid revenue growth, and accelerating advertising traction, NFLX dropped ~4% post-earnings after management guided to moderating growth into early 2026. The numbers weren’t bad — the narrative was. So the real question isn’t what happened — it’s what happens next 👇 ⸻ 📉 Why the Market Sold First (and Asked Questions Later) Netflix didn’t miss. It underwhelmed — and at this valuation, that’s enough. ⚠️ 1️⃣ Guidance Was the Trigger, Not the Results Management signaled: • Slower revenue growth into early 2026 • Rising film & TV producti

After earning, time to load up some NFLX to build a sizable position while complimenting with options strategy. Aim to load 100 unit to be enough for covered call while existing secured puts positions to hopefully expire in the next few months.

[Sly]  [Sly]  [Sly]  [Sly]  

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$Netflix(NFLX)$  Netflix need break above 86 to confirm the trend

$NFLX 20260130 102.0 CALL$ this beast keep falling, but I keep calling to earn premium income 

$Netflix(NFLX)$ Netflix just dropped a bombshell with their latest earnings, sending shares tumbling over 4% in after-hours trading. But hold up—while the guidance for early 2026 looks a tad shaky, this could be the dip savvy investors dream about. Let's dive deep into the drama, crunch the numbers, and figure out if you should buy in or bail out. 🔥 First off, the wins are massive. Netflix smashed records with a whopping 325 million paid subscribers worldwide— that's growth on steroids! 😎 Their ad revenue exploded, hitting over $1.5 billion in 2025 and set to double to around $3 billion this year. Revenue for the last quarter? A solid $12.05 billion, beating expectations and jumping 17.6% year-over-year. Earnings per share clocked in at $0.56, edg

Netflix Earnings Review: Margins Drop to 24.5% After $80B Deal—Is the Risk Now Priced In? $Netflix(NFLX)$   's fourth-quarter results exceeded market expectations across revenue, earnings and cash flow, underscoring the continued resilience of its core business. However, following a sharp run-up in the stock, investor focus quickly shifted after the earnings release to the company's proposed approximately $80 billion all-cash acquisition, and its potential implications for profitability, cash flow and capital structure. As a result, Netflix shares fell more than 4% in after-hours trading. Key Financial Highlights -In the fourth quarter, Netflix reported revenue of $12.05 billion, up 18% year over year. Oper

Netflix (NFLX) Post-Earnings Analysis Netflix (NFLX) experienced a stock decline after its Q4 2025 earnings report. This was primarily due to the Q1 2026 earnings guidance falling short of market consensus, despite revenue and earnings exceeding expectations, and uncertainties surrounding the proposed acquisition of Warner Bros. Discovery (WBD). 1. Q4 2025 Earnings Highlights Netflix's performance in Q4 2025 surpassed analyst expectations: Revenue: Reached $12.05 billion, exceeding market expectations of $11.97 billion. Earnings Per Share (EPS): $0.56, slightly above the analyst estimate of $0.55. Full-Year Performance: For fiscal year 2025, revenue reached $45.2 billion, a 16% year-over-year increase; operating profit grew by 30%. Paid Subscribers: Global paid subscribers surpassed 325 mi

$Netflix(NFLX)$ $Paramount Skydance Corp(PSKY)$  $Warner Bros. Discovery(WBD)$  I’m watching $NFLX quietly compound at scale 🍿🎥🎬 325M subscribers in 2025, up +8% y/y, and still growing globally 🌍📈 That’s recurring revenue, pricing power, and operating leverage stacking year after year while the market fixates on short-term noise 💰📊 Platforms of this size don’t stall, they monetise 🎯🔥 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains togeth

NETFLIX JUST DROPPED A MASSIVE BOMB! 💣🍿 ​Netflix stock is tumbling (down over 4%) after hours, but the numbers aren’t even the real story. The company just announced a game-changing move that has Wall Street freaking out. 😱 ​Here is the ELI5 breakdown of what is happening: ​The Good News: They actually made more money than expected last quarter. People are still subscribing like crazy (over 325 million users!). ✅ ​The "Meh" News: Their forecast for the next few months was a little weak. Wall Street hates uncertainty. 📉 ​The HUGE News: Netflix said, "We are stopping stock buybacks." Usually, companies buy their own stock to keep the price up. Why did they stop? ​The Reason: They are hoarding cash to buy Warner Bros. Discovery (WBD) in an ALL-CASH deal. 🤯 ​Think of it like this: Netflix is l

$88.6 [Grin]

$88.88 $Netflix(NFLX)$ Thanks @Tiger_Earnings

Yes, Netflix’s monetisation + ad momentum can offset deal-related valuation pressure, but only up to a point. If the market believes a WBD deal is becoming “real”, it will likely cap the upside even on a beat, because M&A uncertainty changes the valuation framework from “clean compounding” to “integration + leverage + politics”. 1) Can ads + engagement offset WBD overhang? Partially, yes. The strongest offsets are: Ad-tier scaling: higher ARPU over time, more pricing power, better fill rates Engagement strength: supports pricing, reduces churn, improves lifetime value Operating leverage: Netflix’s margin story matters more now than pure subs growth Free cash flow credibility: keeps the “quality compounder” narrative intact But if investors think a WBD acquisition is likely, the market

86.58 closing price, relatively bearish on news given no surprises and negative reception on the uncertainly by general public on "the end state on war on streaming services" [Cool] [Miser]

Netflix's ad tier momentum is strong, with significant growth and expected contributions to future revenues, driven by expanded advertising infrastructure and live content. However, the Warner Bros. Discovery (WBD) deal is currently the bigger story weighing on Netflix's valuation due to substantial debt, regulatory hurdles, and integration challenges. Can Netflix's monetization and ad momentum offset deal-related valuation pressure? While Netflix's ad momentum is positive, the immediate and near-term valuation pressure from the WBD deal is substantial and largely negative. It is uncertain if ad momentum alone can fully offset the current negative market sentiment, as the market appears more focused on the risks of the acquisition. In the long term, a successful WBD acquisition combined wi

Netflix Q4 Preview: Guidance, Ads, and the Warner "Regulatory Put" $Netflix(NFLX)$   will report 2025 Q4 results and issue full-year 2026 guidance after the U.S. close on Tuesday. Since the Q3 earnings release, Netflix shares are down -27%, significantly underperforming the S&P 500, which is up +3%. A major overhang has been uncertainty around a potential Warner acquisition.  Investors' core concern is whether the deal could shift Netflix from a "high FCF + low leverage + buyback machine" into a new profile defined by “content-asset integration + higher leverage + regulatory uncertainty." Even with solid fundamentals, a pending M&A outcome alone can widen the valuation discount and increase vol

📊$Netflix (NFLX) $ Will release Q4 2025 earnings on January 20 after hours, judging from the current market consensus expectations, the overall tone is still positive. Q4 revenue is expected to fall in$119-$12 billion range, the year-on-year growth rate remained atMiddle double digits (approximately 16%-17%), the core drivers come from the adjustment of subscription prices, the continuous optimization of the paid user structure, and the gradual increase in the advertising business. The earnings side is also solid, analysts expectEPS around $5.4-$5.5, operating margins are close to24%, continuing Netflix's recent quarters "Revenue growth + margin improvement"Benign trend. 📈From the perspective of growth logic, the market generally believes that Q4 is

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