To The Moon

$Netflix(NFLX)$ 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

$90.00

Netflix Q4 Ahead: Monetization King or M&A Bagholder? #NFLX Netflix is set to report its Q4 2025 earnings on Jan 21 after the bell, and the stakes couldn’t be higher. While the fundamental numbers look "beastly" on paper, the elephant in the room isn't subscriber growth anymore—it’s the $83 billion drama surrounding the Warner Bros. Discovery (WBD) acquisition. We are at a crossroads: Is Netflix evolving into a diversified media titan, or is it about to suffocate its own pristine balance sheet with legacy debt and regulatory red tape? 1️⃣ The "New Scoreboard": Monetization > Subs For years, we obsessed over "sub adds." That era is officially over. Management has pivoted the narrative toward Revenue, Operating Margin, and Free Cash Flow. * The Forecast: Revenue is expected at $11.97B

I guess $93.1

my guess is 93.88 Bullish and also sold some puts at 88[Happy]   Hope it turns out well

I guess $92.4

$Netflix(NFLX)$ share price close 89.95

My guess is 89.99

bearish. daily chart under 20 moving average. weekly and monthly looks like going lower too with no support

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

$Netflix(NFLX)$ 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 (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 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

$Netflix(NFLX)$ $Paramount Skydance Corp(PSKY)$  $Warner Bros. Discovery(WBD)$  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 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

Netflix Q4 Ahead: Monetization King or M&A Bagholder? #NFLX Netflix is set to report its Q4 2025 earnings on Jan 21 after the bell, and the stakes couldn’t be higher. While the fundamental numbers look "beastly" on paper, the elephant in the room isn't subscriber growth anymore—it’s the $83 billion drama surrounding the Warner Bros. Discovery (WBD) acquisition. We are at a crossroads: Is Netflix evolving into a diversified media titan, or is it about to suffocate its own pristine balance sheet with legacy debt and regulatory red tape? 1️⃣ The "New Scoreboard": Monetization > Subs For years, we obsessed over "sub adds." That era is officially over. Management has pivoted the narrative toward Revenue, Operating Margin, and Free Cash Flow. * The Forecast: Revenue is expected at $11.97B

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

$Netflix(NFLX)$ is scheduled to report its fiscal fourth-quarter 2025 earnings on Tuesday, January 20, 2026, after the market closes. This earnings report is particularly high-stakes as Netflix enters a "transitional" era. For the first time, investors are grappling with the potential impact of its massive proposed acquisition of Warner Bros. Discovery (WBD), while also adjusting to the company's decision to stop providing quarterly subscriber guidance. Q4 2025 Forecast: The Consensus Numbers The market is expecting solid top- and bottom-line growth, but attention has shifted toward profitability and ad-tier scaling. Netflix’s fiscal Q3 2025 earnings, reported on October 21, 2025, were a classic "mixed bag" that highlighted both the company's oper

Yes, Netflix’s monetisation + ad momentum can offset deal-related valuation pressure, but only if management keeps the WBD situation clearly “optional” rather than “inevitable”. The market will not punish Netflix for exploring strategic moves. It will punish Netflix if a WBD deal starts to look like a leverage-driven, integration-heavy distraction. Below is the clean framework investors will use on Jan 21. 1) Can monetisation + ads offset WBD deal pressure? It can, if Netflix proves two things (A) Core business is compounding without subscriber “heroics” Investors now want to see: Revenue growth driven by ARPU uplift Higher operating leverage (margins holding up or expanding) Strong free cash flow conversion If Netflix prints strong results and guides confidently, the market tends to treat

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

$88.6 [Grin]

$Netflix(NFLX)$ will post its Q4 FY2025 results after market close on Tue, Jan 20, 2026. Wall Street is watching one thing: can Netflix keep the Q3 momentum going—especially as the story shifts from “subscriber adds” to monetization (pricing + ads) and engagement?Earnings Highlights1) Ads take center stage：Consensus expects ad revenue around $1.08B this quarter. What matters most is management commentary on ad-tier adoption + monetization (ad load, demand, pricing power) — because ads are now a key pillar of the “next chapter” Netflix narrative.2) Margins & free cash flow = “quality of earnings”：Street expectations point to stronger profitability: revenue $11.97B (+16.8% YoY), net income $2.39B (+27.7% YoY), EPS $0.55 (+29.4% YoY). If operatin

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]

$88.88 $Netflix(NFLX)$ Thanks @Tiger_Earnings

$Netflix(NFLX)$ $Warner Bros. Discovery(WBD)$  $Paramount Skydance Corp(PSKY)$   Europe has become the decisive battleground for the $83B $NFLX–$WBD endgame, and markets are already repricing the outcome. 🇺🇸➡️🇪🇺 US pressure is not landing, so the resistance has shifted offshore. The anti-$NFLX campaign has now firmly moved into Europe as scrutiny intensifies around the proposed $83B transaction involving $WBD. This is no longer Washington noise, it is a regulatory and cultural battleground. 🎬 David Ellison of $PSKY has been on the ground in Paris, meeting directly with President Macron and senior film executives. Paramount teams have made

I read that the us president recently declared his holdings and it showed that he bought netflix after a neeting trying to get their deal through for the plan ed acquisition of warner bro. As we know of the man in the white house, it is par for course considering he has a serious lack of ethics, all while he constantly tries to influence and manipulate the situation. But it is hinting that he will be trying to make a profit out of this, and therefore the netflix deal will go through. If I was willing to gamble, I would make the call that netflix would successfully acquire warner bros, even though skydance seems adamant that they can stir the pot. The likelihood is that trump steps in and squeezes skydance, or throw them a scrap, in another realm (after all they caved to his demand bef

Netflix Is -34% Since June. Here's Its Chart Ahead of Earnings $Netflix(NFLX)$   has fallen 34% from last June's all-time high, with almost half the declines following word the streaming giant aims to buy $Warner Bros. Discovery(WBD)$   in what's become a bidding war with rival suitor $Paramount Skydance Corp(PSKY)$  . Let's see what NFLX's chart and fundamentals say ahead of next week's Q4 earnings report. Netflix's Fundamental Analysis Netflix and Paramount Skydance have been angling for months to buy Warner Brothers Discovery, with WBD agreeing last month to Netflix's $72 bil

my guess is 93.88 Bullish and also sold some puts at 88[Happy]   Hope it turns out well