$Netflix(NFLX)$ 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.
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
This is how it makes money. $Netflix(NFLX)$ standard at $10 and $Netflix(NFLX)$ plus HBO plus discovery at $25. Extra $17 per month compared to the current $8 standard, which works out to $200 per year. If they get 110 million users to buy in, with 30% adoption rate, that becomes $22 billion revenue. No licensing fees on existing content means additional $3 billion cost saving over 4 years, achieving 100% return on capital. Makes you think why $Paramount Global(PARA)$ would attempt hostile takeover at $108 billion.
The streaming sector appears headed for long-term oligopoly. $Netflix(NFLX)$ , $Amazon.com(AMZN)$ and $Walt Disney(DIS)$ hold dominant positions. $Paramount Global(PARA)$ might survive. $Apple(AAPL)$ 's streaming service requires sustained heavy spending to stay relevant. Yet the market could consolidate to just three or four major players. Streaming clearly represents the future. Traditional cable TV is rapidly becoming obsolete. $Netflix(NFLX)$ maintains an exceptional position as the only pure-play pr
$Netflix(NFLX)$ Netflix is clearly the established leader. WBD content addition strengthens its asset base, content library, and long-term subscriber growth. The streaming industry is consolidating. Smaller players are acquired or pushed out, leaving only 3-4 major platforms. They will have pricing power, forming an oligopoly. Launching a new platform today is nearly impossible. Content acquisition costs are massive, infrastructure and marketing expenses high. With fewer competitors, remaining players are better positioned for sustainable profits. Amazon’s stock barely moved over the past year. Consumers keep subscribing to streaming services. As competition shrinks and weaker players exit, the long-term outlook for dominant platforms remains
$Netflix(NFLX)$ Call volume exceeds puts by more than two times. Earnings are expected to be positive. However, the stock's direction is controlled by Wall Street, which can choose either outcome.
$Netflix(NFLX)$ Only shareholders lacking conviction should take responsibility. Nobody's forcing liquidation - maintain composure and the valuation will stabilize