Wall Street traders are now betting that Warner Bros. Discovery not only will be sold to Netflix, but also easily approved by US and overseas regulators – with so-called “short interest” in the stock recently evaporating, On The Money has learned.For much of the year, the media giant known as WBD had seen increase in its short interest – or bets that its stock will fall. In fact, WBD has been among the more heavily shorted entertainment stocks, according to an analysis by S3 Partners (Full disclosure S3’s f ...

In early November, I reiterated my buy rating on Netflix, Inc. ( NFLX ) as I thought it was a golden opportunity to buy the dip in the stock. The fundamentals were robust and I concluded that theI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I alwa ...

Pretty sure Mario Gabelli has never been mistaken for a meme stock investor. Over the past year, GLDIX, his Gabelli Gold Fund, has shown pretty stellar returns of 194%. Mario is here on the fundamentals behind the frantic run that indicated to him that the rally can continue.Mario, great to see you. >> Great to see you. And I see you wore your gold to to talk about the gold fun.I know, I know, I know. Stop. Stop.I don't have to worry about 6th Avenue for you. Um, look, Caesar Bryan and I met 30 odd years ag ...

Core Insights - Netflix reported solid earnings with Q4 revenue exceeding $12 billion, an 18% increase year-over-year, and earnings per share of $0.56, slightly above Wall Street projections. However, the stock dropped due to management's forecast of slower revenue growth for 2026, projecting a growth rate of 12-14% compared to 16% in 2025 [2][3][10] Financial Performance - Q4 revenue was over $12 billion, up 18% from the previous year [2] - Earnings per share stood at $0.56, slightly above expectations [2] - The company reached approximately 325 million global paid memberships, adding 23 million subscribers in 2025 [2][3] Growth Outlook - Management anticipates a revenue growth rate of 12-14% for 2026, a decrease from 16% in 2025 [2][7] - The ad business is growing significantly, with ad sales expected to double in 2026 from $1.5 billion in 2025 [6][7] - The company is transitioning into a more mature phase, focusing on sustaining its business rather than hypergrowth [3][4] Strategic Moves - Netflix amended its bid for Warner Brothers Discovery to an all-cash offer of $27.75 per share, valuing the deal at approximately $72 billion, or $83 billion including debt [9][10] - The acquisition aims to secure a vast content library, enhancing Netflix's competitive position in the streaming market [10][15] - The all-cash structure is designed to provide immediate value to Warner Brothers shareholders and reduce stock price volatility [10] Debt and Financing - Netflix's debt is projected to increase from $34 billion to $42 billion to finance the acquisition, raising concerns about financial flexibility [10][11] - The company had $15.8 billion in debt at the end of 2020, which has been decreasing as it used debt to acquire content [11] - Management believes they can handle the increased debt and maintain cash flow, indicating confidence in long-term financial stability [11][12] Market Position - Netflix is recognized as the leader in streaming, but faces increased competition from platforms like YouTube, which is gaining market share [4][6] - The company is adapting to a more mature business model, focusing on content acquisition and strategic investments rather than rapid growth [3][4] - The acquisition of Warner Brothers Discovery is seen as a critical move to bolster Netflix's content offerings and market power [15]

网 飞收购华纳 新浪娱乐讯 北京时间1月30日消息，据外国媒体报道，网飞正式宣布收购华纳兄弟（华纳兄弟探索将于 明年第三季度完成拆分，其中华纳兄弟是电影公司+流媒体），交易企业价值约827亿美元、股权价值 720亿美元。声明称："携手一起，我们将定义下一个世纪的故事讲述，创造供给全世界各地观众的优秀 娱乐。"（你想看到什么？） 网飞计划维持华纳、网飞电影各自的发行模式，但华纳的院线电影的院线窗口期可能会"进化"至"更加 消费者友好"。 整个交易过程需监管批准等流程，预计全部完成需要花12-18个月。华纳兄弟探索的拆分将在交易结束 前完成。 Netflix正式宣布引发巨大关注的交易：收购华纳兄弟。会有什么影响？最新，网飞联合CEO Ted Sarandos和Greg Peters首度就此召开电话会议，对投资人、华尔街分析师和媒体阐述该交易的后续、计 划、影响等（来自THR、《综艺》）重点关注的院线电影：华纳的电影继续上院线，但窗口期预计会缩 短（用他们的话说是"进化"）。 （当然，在这个阶段，许多东西还悬而未决，决策也还未开始实施，真正的影响也未知，主要是看一下 一些大的路线、网飞方对此的口风） Sarando ...

The Netflix (NASDAQ:NFLX) sell-off has carried into the new year, with shares down 7% year to date or close to 37% from all-time highs hit back in June 2025. Undoubtedly, the bearish moment for Netflix feels worse than it is, especially when you consider that shares were pretty much going parabolic in the first half of last year. While it's been quite a painful plunge for the streamer, several notable analysts are standing by their buy ratings. One notable Wall Street pro has a price target that suggests a ...

Core Insights - Barry Diller expressed interest in acquiring CNN from Warner Bros. Discovery (WBD) last year, but discussions did not progress beyond preliminary inquiries [1][4][9] - WBD has stated that CNN is not for sale and is considered a core asset in the planned spinoff of Discovery Global [5][6][12] Company Developments - WBD is planning to spin off its cable networks, including CNN, into a new publicly traded entity called Discovery Global, which will inherit significant debt [14] - The spinoff is part of a broader strategy to separate high-growth streaming and studio assets from traditional cable networks facing decline [10][15] - Netflix has agreed to acquire WBD's studio and streaming business in a $72 billion deal, which includes Warner Bros.' film and television studios and HBO [5][11] Market Context - The separation of assets is aimed at unlocking value by allowing investors to price fast-growing streaming assets separately from traditional cable networks [15] - Critics of the spinoff plan, including rival bidder Paramount Skydance, argue that it is overly complex and may leave the spun-off cable company with limited growth prospects and high debt [15]

We recently compiled a list of the 20 Most Profitable Stocks of the Last 20 Years. The fourth stock on our list of most profitable stocks is Netflix, Inc. TheFly reported on January 26 that Phillip Securities analyst Helena Wang upgraded NFLX from Sell to Accumulate and increased its price target to $100 from $95. The change followed the firm’s decision to roll its valuation framework forward to fiscal 2026. Phillip Securities highlighted NFLX’s leadership in the video-on-demand market, supported by stron ...

Core Insights - Zacks Equity Research highlights key stocks including Johnson & Johnson, Netflix, Arista Networks, Omega Flex, and AXIL Brands, providing insights into their performance and market conditions [1][2] Johnson & Johnson - Johnson & Johnson's shares have outperformed the Zacks Large Cap Pharmaceuticals industry over the past six months, with a gain of 38.7% compared to the industry's 22.5% [4] - The company exceeded Q4 earnings and sales estimates, driven by growth in its Innovative Medicine unit, despite facing challenges from the Stelara patent expiration [4][5] - The MedTech segment has shown operational growth, and the company anticipates higher sales growth in both segments for 2026 [5] Netflix - Netflix's shares have underperformed the Zacks Broadcast Radio and Television industry over the past six months, declining by 27.4% compared to the industry's 13.1% [6] - The company reported solid Q4 2025 results, with earnings surpassing estimates and revenue increasing by 18% to $12.05 billion, alongside a significant rise in advertising revenue [7][8] - Despite projecting revenue growth of 12-14% for 2026, Netflix faces challenges from regulatory hurdles related to the proposed Warner Bros. Discovery acquisition and increasing competition from Disney and Amazon [6][8] Arista Networks - Arista Networks' shares have outperformed the Zacks Internet - Software industry over the past six months, with a gain of 26.1% compared to the industry's decline of 9.7% [9] - The company benefits from strong demand trends and a scalable product portfolio, including advanced cloud-native software and high-performance switching products [9][10] - However, Arista faces competition in cloud networking solutions and margin pressures due to rising costs and high customer concentration [11] Omega Flex - Omega Flex's shares have gained 3% over the past six months, while the Zacks Steel - Pipe and Tube industry has increased by 20.7% [12] - The company maintains a debt-free balance sheet with $49.4 million in cash and has a disciplined capital return policy reflected in its dividend payouts [12][13] - Despite its competitive edge in gas piping products, Omega Flex has experienced a 2.2% revenue decline and an 18% drop in operating profit year-to-date due to pressures from residential construction and rising costs [14] AXIL Brands - AXIL Brands' shares have outperformed the Zacks Consumer Products - Staples industry over the past year, with a gain of 26.5% compared to the industry's decline of 7.4% [15] - The company is expanding its retail footprint and shifting towards a diversified omni-channel strategy, enhancing its scale and customer reach [16] - AXIL Brands has a strong balance sheet and is positioned for long-term growth, particularly in the hair and skin care segment [17]

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