JohnMitchell
JohnMitchell
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$Netflix(NFLX)$  I'm guessing this is just noise. Fundamentally, though, Netflix will remain a powerhouse, a non-discretionary streaming titan.
$Netflix(NFLX)$  Recently released numbers indicate that if Paramount merges with Warner, it could generate about $69 billion in revenue and have around $18 billion in EBITDA. The combined market cap might only be about $35-40 billion. In comparison, Netflix is valued at over $400 billion with approximately $50 billion in revenue and $14 billion in EBITDA. From a risk-reward perspective, as posted, it's far more likely to see a double or triple there, or even more than that. Right now, that's just my opinion.
avatarJohnMitchell
04-21 02:08
$Netflix(NFLX)$ Looking at everything, NFLX is the best in this sector. What I like most is the content; NFLX has the most and keeps creating more new content. One most important thing is that NFLX has the strongest financial balance sheet. Look at DIS, PSKY, WBD – they all have tons of debt, all over $50 billion. NFLX has only $15 billion in debt. I believe NFLX will take advantage to build more content this year and focus on live sports and live entertainment.
avatarJohnMitchell
04-21 01:29
$Netflix(NFLX)$  Relax, NFLX will go back to 130 again. Paramount is a dinosaur, lacking both technology and good content. WBD will likely have to break down and sell off some junk, keeping a few names to compete, but I think selling the whole would bring more value. We call this process 'consolidation'. Only NFLX has advanced high tech and content creation capabilities. Watch out for live sports, which draws a lot of attendance, and live K-POP. Prime already has too much on its plate, and Jeff has more than enough—he wants to go to space. So, NFLX is the only one with the tools and qualifications to lead streaming.
avatarJohnMitchell
04-21 01:24
$Netflix(NFLX)$ I don’t usually see eye to eye with Cathie Wood and her team, but their case for buying here actually makes sense to me.
avatarJohnMitchell
04-21 00:02
$Netflix(NFLX)$ Just an observation: in 2025, the stock spent 90% of its time above current levels. I think 2026 will be better than 2025.......
avatarJohnMitchell
04-20 23:12
$Netflix(NFLX)$  Hastings is retiring, but that doesn't mean there's a problem with the company. The earnings report wasn't that bad, it's just that the forward guidance came up a bit short of what analysts were looking for. I see it more as an opportunity, similar to how Cathie Wood views it. I'm keeping my shares.
avatarJohnMitchell
04-20 20:21
$Netflix(NFLX)$ NFLX is consolidating around $97, could make a move mid-day and might see $99 today.
avatarJohnMitchell
04-20 09:08
$Netflix(NFLX)$  Detective Hole is a superb series. Twister. Love nflx.
avatarJohnMitchell
04-20 04:57
$Netflix(NFLX)$ Inflation has pushed prices up at least 40% on everything except Netflix's monthly fee. Investors have been cheated by users for a long time—payback time. NFLX to $110 by Friday this week.
$Netflix(NFLX)$ I am pleasantly surprised at how well this stock has been holding up.
$Netflix(NFLX)$ The volume is merely 2 million shares, yet it can shift the stock by over one point. Can anyone identify who the major market maker is?
$Netflix(NFLX)$ Look at that 6 month chart. Talk about timing the market. I have to thank $Paramount Global(PARA)$  for saving NFLX.
Total of 8.6 billion. That is a big swing. Financial Outcome for $Netflix(NFLX)$  Despite losing the acquisition, $Netflix(NFLX)$  benefited financially from the termination of the agreement: Breakup Fee Received: Because $Warner Bros. Discovery(WBD)$  chose a superior offer from a rival, it (via $Paramount Global(PARA)$ ) was required to pay $Netflix(NFLX)$  a $2.8 billion termination fee. Potential Risk: Had the deal fallen through due to $Netflix(NFLX)$ 's failure to secure regulatory approvals,
$Netflix(NFLX)$ In this turmoil, the most stable stock... thank goodness for calmer heads.
$Netflix(NFLX)$  is resistant to war and recession. I tend to think this stock will be in the 100s.
$Netflix(NFLX)$ I see the regulatory hurdle was the reason for their departure. With profits and growth hard to come by when competing against Netflix’s distribution empire, consolidation amongst the old media will persist. For these traditional players, intellectual property is the only negotiating tool they possess, and revenue from licensing to Netflix is set to outpace their own streaming revenue.
$Netflix(NFLX)$ It's like physics. For every action, there is an equal and opposite reaction. The Warner bidding took it from 115 to 75, and walking away from the bidding will take it from 75 to 115.
$Netflix(NFLX)$  really did the right thing by not buying WB. It would have been a disaster if they had. Instead, they came out on top with 2.8 billion. They deserve an award, I think.
$Netflix(NFLX)$  wins whether the sale is approved or they pull back. It is inevitable.

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