To The Moon

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

Personally prefer paramount win

Yes Netflix 3 digit soon

$NFLX 20251212 96.0 PUT$ this put got assigned at $96. but will hold & sell covered call to earn premium income. no biggie

⚠️ Netflix May Lose Another $90? Short NFLX & Long WBD? Netflix has dropped nearly 15% in just two weeks, wiping out billions in market cap — while institutions are quietly turning bullish on Warner Bros. Discovery (WBD) and raising price targets. 📉📈 So what’s actually happening beneath the surface? And is there a real arbitrage opportunity between these two streaming giants? Let’s break it down. 👇 ⸻ 🎬 1. Netflix: Great Business, Tough Setup — Why the Selloff Accelerated Netflix’s fundamentals remain solid — but the stock entered overpriced territory, trading at a premium multiple even as subscriber momentum slowed. The recent drop is driven by: • 📉 Slowing subscriber net adds • 💸 Growing content costs (AI-driven VFX, rising talent expenses) • 📺 Re-acceleration of competition from Disn

Someone educate me. I saw in news that Netflix bought Warner for few billions the reporting was shadowing it's a done thing. So how does this Paramount thingy happen. Did Netflix not buy Warner, and Paramount offer is higher means it is still undecided? 

Interesting fight for WBD by both NFLX and PSKY, especially with its political overtones. This issue will drag on for a long way into 2026, so get the popcorn ready! @KSR  @J1000  @JoeSu  @Luciferpsycho  @teechunhui  @TMC  @Kcyap  @ST Joyful  @BeatriceChau  

I think previous precedent exists to suggest this is worth watching, I predict a rise in Netflix purely on the speculation that once trumps bluster is debunked market confidence will increase in typical bullish intuition.

WBD trades more like a deal-option now. The offer price caps upside, yet hostile bids keep a risk premium alive. If a higher offer appears, the stock can reprice quickly, but any regulatory setback may drag it back to pre-rumour levels. Between strategies, a call spread fits better. It keeps risk defined while giving exposure to a possible bid increase. An iron condor is harder to justify because takeover news can break any range overnight. For Netflix, the dip is tempting only if one believes the antitrust noise will fade. Fundamentals are solid, but political scrutiny can weigh on sentiment. A staggered entry or patience may offer safer risk-reward than buying immediately.

Too risky to trade now

$Netflix(NFLX)$ 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

$Netflix(NFLX)$ 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

95 my guess

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

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

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

I have a post on $Netflix(NFLX)$ after it was announced that they have won the bid to buy Warner Bros. Click here ! for the details and help to Repost so more people will know ok, tks! It was supposed to have been out on Mon, 08 Dec 2025 but review team was allegedly so busy, they did not do their job, it until Tuesday. Much have taken place since composing original post on Sunday. For a start, NFLX stock price continued to pullback as investors weren’t keen with the company buying Warner Bros; despite the extensive catalog of intellectual property (IPs) owned by the media giant. On Mon, 08 Dec 2025, NFLX fell (again) by -3.44% to close at $96.79 per share. (see below) In fac

Extra, Extra. Read All About It. It is official. $Netflix(NFLX)$ has emerged victorious with what appears to be the highest & winning bid for $Warner Bros. Discovery(WBD)$. According to Deadline, NFLX will commence exclusive talks to finalize a deal. This caps a tumultuous day that saw $Paramount Skydance Corp(PSKY)$ move aggressively to counter the giant streamer and seal a deal of its own for WBD. According to sources, NFLX offered $27.75 a share for WBD, mostly in cash vs PSKY all-cash of $30 a share. Many believe this fast-moving auction is one that will reshape the entertainment landscape dramatically, locally in the US and globally. The Bidding War. WBD

$Netflix(NFLX)$ $Warner Bros. Discovery(WBD)$ $Paramount Skydance Corp(PSKY)$  📉 The Political Pendulum Has Turned Against $NFLX I have traded antitrust-choked deals for decades. Some die quietly in boardrooms. Some die on live microphones. This one just stepped into the spotlight. Trump publicly called out $NFLX’s $72B all-cash bid as a market share problem with 35%+ combined US streaming dominance. He also made it clear he will be involved in the decision. This is especially notable after Trump recently praised $NFLX co-CEO Ted Sarandos during an Oval Office visit. Meanwhile, son-in-law Jared Kushner is backing $PSKY’s rival bid, shifting political capital

$Paramount Skydance Corp(PSKY)$ launched an all-cash tender offer for $Warner Bros. Discovery(WBD)$ on Monday, proposing to buy all outstanding shares of WBD at USD 30 per share — disrupting the acquisition deal $Netflix(NFLX)$ announced last week.Last Friday, Netflix and WBD announced a binding agreement under which Netflix would acquire WBD’s studio business and HBO Max for USD 72 billion (enterprise value USD 82.7 billion).1. USD 30 vs. USD 27.75 — what’s the difference?Paramount’s proposal is to acquire the entire WBD, including all TV networks such as CNN, TBS, TNT, and others.Its all-cash offer gives WBD an enterprise value of USD 108.4 billion (including

$Netflix(NFLX)$ Streaming's savage showdown just escalated to empire-ending levels – Netflix's bombshell bid to snatch Warner Bros. Discovery at $27.75 per share in a cash-stock cocktail, valued at a whopping $70 billion, sent NFLX plunging 6.2% to $99 pre-market lows on December 7, 2025, before a partial rebound to $104.85 amid arbitrage frenzy and bundle buzz. This 12-18 month mega-merger isn't a mercy grab; it's Netflix's calculated conquest to fuse 280 million subs with HBO Max's 110 million, slashing churn with $15/month bundles and unleashing a content colossus packed with Succession, Dune, and Friends firepower. But as antitrust shadows loom and debt piles skyrocket to $112 billion, will this heist hemorrhage Netflix further into the red, o

$Netflix(NFLX)$ Strap in, stream warriors – Netflix just plunged 5.9% to $103.96 on December 3, 2025, its steepest single-day slash since August's ad-tier jitters, all thanks to bombshell bids in a $70 billion three-way war for Warner Bros Discovery's crown jewels, including HBO Max. With revised offers flooding in from Netflix (mostly cash for studios and streaming), Paramount Skydance (all-cash for the lot), and Comcast (eyeing parts like HBO Max), this mega-merger mania could reshape the $200 billion streaming empire, bundling Netflix's 280 million subs with HBO's 110 million for cheaper bills and killer content combos. But as shares teeter near $100 amid insider sells and capex fears, is this the ultimate dip to snatch for a $150 rebound, or a

$Netflix(NFLX)$ The announcement that Netflix will acquire Warner Bros. Discovery (WBD) at $27.75 per share has instantly become one of the most consequential developments in modern media history. The deal, valued at roughly $72 billion in equity and about $82+ billion including debt, positions Netflix to absorb HBO, Warner Bros. studios, and some of the most valuable franchises in global entertainment. Such a transformative bet raises a powerful question for investors: Is Netflix now a better long-term buy—or does this giant acquisition signal the start of a riskier, more volatile chapter? More specifically, with the stock slipping on the news, is Netflix a buy if it drops below $100? This article explores the market reaction, fundamental picture

Netflix Need A Few More Episodes Before The Plot Turns Bullish by Shivank Goswami Benzinga Contributor Follow Netflix (NASDAQ:NFLX)  has been at the center of market attention ever since it announced plans to acquire Warner Bros for $72 billion in equity value. What followed has been no less than a roller coaster move: first, reports of possible Justice Department intervention, and now Paramount's counteroffer of $108 billion, which has introduced a new layer of uncertainty into the deal. With all this unfolding, let's examine how Netflix is positioned under the Adhishthana principles and what the framework suggests for the stock going forward. Analysing Netflix Stock's Weekly Charts On the weekly timeframe, Netflix is currently in Phase 15, which places it in the middle of its Guna T

$Netflix(NFLX)$   📈 Netflix: Understanding the Reversal at 102, the Resistance at 108, and Why I Keep Accumulating Shares When I look at Netflix’s intraday behaviour, the price action around the 102 level stands out as a textbook example of a reversal forming right at a demand zone. Early in the session, Netflix experienced heavy selling pressure, with volume spiking and red candles stacking one after another. This typically signals panic selling or forced liquidation after a negative catalyst or a broad-market dip. But what matters to me isn’t the fall itself — it’s where the fall stops. 🔹 Why Netflix Reversed at 102 The level around 102 acted as a natural support zone for several reasons: 1. Historical support