To The Moon

$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

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

95 my guess

$Netflix(NFLX)$ 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

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

$Netflix(NFLX)$ 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

What’s Driving These Estimates 💡 A) Subscriber Base & Pricing Power • Subscriber growth — especially internationally — remains a top revenue driver. Netflix reported strong membership gains earlier in the year and expects steady additions into Q4.  • Strategic price increases on key tiers (Standard/Premium) have boosted ARPU (average revenue per user), which supports margin expansion.  📺 B) Content Strength & Engagement • Streaming hits like Stranger Things and global originals drive engagement and reduce churn. • Live sports and event programming have improved stickiness and broadened appeal. 📊 C) Advertising Monetisation • Netflix’s ad-supported tier has become a meaningful revenue stream (with rapid subscription growth).  • Ad revenue is expected to roughly double in 2025, pl

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

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

Seems like Trump is vested in NFLX.. path ahead should be smooth for them then lol

A good chance to buy at the dip, as Netflix is favoured over Paramount. Unless Trump performs another arm-twisting stunt. @WY8  @leejx1  @jojowise  @rukman soparillah  @Emotional Investor  @Am3n_Tao  @TigerCoinCenter  @Chow81  @InverseCramer  

Netflix All-Cash Offer? Strategic Move Or Value Risk? 1. Is the market overpricing the risks of Netflix's WBD acquisition? The market has reacted negatively to Netflix's acquisition announcement, with its shares falling by about 15% since the announcement. As of the current date, Netflix (NFLX) is down 1.96% with a closing price of $88.55. This negative reaction suggests investors are pricing in significant risks. Key Investor Worries: High Debt Burden: Netflix plans to take on substantial debt to finance the $82.7 billion deal, with post-acquisition debt potentially reaching $75 billion. This increases leverage risks, especially in a high-interest rate environment. Integration Challenges: Concerns exist about integrating Netflix's agile culture with Warner Bros.' traditional operations, g

$Netflix(NFLX)$ $Warner Bros. Discovery(WBD)$  $Paramount Skydance Corp(PSKY)$  📈🎬🔥 Netflix vs Warner Bros Discovery, M&A tension meets a volatility inflection 🔥🎬📈 $NFLX is pressing into a critical liquidity pocket after sliding inside a clean descending channel from the late-June record high of $134.12. Price is now sitting in the same $83 to $90 demand zone that defined the April structural low, even while Netflix is still up +7% over the last 12M. That divergence between price and fundamentals is where mean reversion setups are born. 🧠 Options Flow and Volatility Options positioning is flashing extreme asymmetry. The 10-day call to put r

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 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

$90.00

$Netflix(NFLX)$ 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

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

$Netflix(NFLX)$ 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

$Netflix(NFLX)$ 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

95 my guess

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

What’s Driving These Estimates 💡 A) Subscriber Base & Pricing Power • Subscriber growth — especially internationally — remains a top revenue driver. Netflix reported strong membership gains earlier in the year and expects steady additions into Q4.  • Strategic price increases on key tiers (Standard/Premium) have boosted ARPU (average revenue per user), which supports margin expansion.  📺 B) Content Strength & Engagement • Streaming hits like Stranger Things and global originals drive engagement and reduce churn. • Live sports and event programming have improved stickiness and broadened appeal. 📊 C) Advertising Monetisation • Netflix’s ad-supported tier has become a meaningful revenue stream (with rapid subscription growth).  • Ad revenue is expected to roughly double in 2025, pl

Netflix All-Cash Offer? Strategic Move Or Value Risk? 1. Is the market overpricing the risks of Netflix's WBD acquisition? The market has reacted negatively to Netflix's acquisition announcement, with its shares falling by about 15% since the announcement. As of the current date, Netflix (NFLX) is down 1.96% with a closing price of $88.55. This negative reaction suggests investors are pricing in significant risks. Key Investor Worries: High Debt Burden: Netflix plans to take on substantial debt to finance the $82.7 billion deal, with post-acquisition debt potentially reaching $75 billion. This increases leverage risks, especially in a high-interest rate environment. Integration Challenges: Concerns exist about integrating Netflix's agile culture with Warner Bros.' traditional operations, g

$Netflix(NFLX)$ $Warner Bros. Discovery(WBD)$  $Paramount Skydance Corp(PSKY)$  📈🎬🔥 Netflix vs Warner Bros Discovery, M&A tension meets a volatility inflection 🔥🎬📈 $NFLX is pressing into a critical liquidity pocket after sliding inside a clean descending channel from the late-June record high of $134.12. Price is now sitting in the same $83 to $90 demand zone that defined the April structural low, even while Netflix is still up +7% over the last 12M. That divergence between price and fundamentals is where mean reversion setups are born. 🧠 Options Flow and Volatility Options positioning is flashing extreme asymmetry. The 10-day call to put r

A good chance to buy at the dip, as Netflix is favoured over Paramount. Unless Trump performs another arm-twisting stunt. @WY8  @leejx1  @jojowise  @rukman soparillah  @Emotional Investor  @Am3n_Tao  @TigerCoinCenter  @Chow81  @InverseCramer  

Seems like Trump is vested in NFLX.. path ahead should be smooth for them then lol