迪士尼(DIS.N)首席财务官：若奈飞(NFLX.O)收购华纳兄弟探索公司(WBD.O)，其规模将变得 "极其庞 大"。 本文源自：金融界AI电报 ...

Warner Brothers. Guys, we got a new amended proxy. Why am I mentioning that.It was filed this morning around 8:30. Because the timeline is moving quickly here on Warner Brothers Discovery and that shareholder vote that is the center of course of what are still Paramount's hopes to get current Warner Brothers Discovery uh shareholders to vote down the Netflix deal. By the way, you're not voting on a Paramount deal. You're just simply going to be voting on a Netflix deal up or down.that vote is coming closer ...

Netflix (NASDAQ: NFLX) continues to deliver solid revenue and profit growth, but its stock price fell following the release of its fourth-quarter earnings report last week. The shares trade down almost 38% from their 52-week high. Nothing has changed Netflix's long-term growth trajectory. The company continues to show the potential for strong earnings growth in the coming years. Advertising growth will play a key role, and the market seems to be underestimating it. Where to invest $1,000 right now? Our ana ...

北京时间2月2日晚间消息，据报道，华纳兄弟探索很可能在3月份就向Netflix出售其流媒体和制片厂资 产的827亿美元交易举行股东投票。 华纳兄弟探索公司没有立即回应置评请求。 责任编辑：刘明亮 北京时间2月2日晚间消息，据报道，华纳兄弟探索很可能在3月份就向Netflix出售其流媒体和制片厂资 产的827亿美元交易举行股东投票。 华纳兄弟探索公司没有立即回应置评请求。 责任编辑：刘明亮 ...

Warner Bros Discovery is likely to hold a shareholder vote on the $82.7 billion deal to sell its streaming and studio assets to Netflix in March, CNBC reported on Monday. ...

Netflix (NASDAQ: NFLX) just had another phenomenal performance in 2025. The company's revenue increased 16% year over year to $45.2 billion. Operating income soared 28%. And there are now 325 million subscribers. With strong fundamentals like this, it might be a shock to learn that there's one warning sign for Netflix investors. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image sou ...

【环球网消费综合报道】随着全球娱乐消费习惯的变化，短视频出海浪潮正以前所未有的力度冲击着传 统的媒体版图，特别是在拉丁美洲地区，一种被称为"短剧"或"微剧"的新兴娱乐形式正迅速崛起。据香 港万得通讯社2月2日报道，市场情报公司Sensor Tower近日发布的《2026年移动应用现状报告》显示， 短剧正在引发消费者注意力的结构性转变，并在拉美地区展现出爆发式的增长潜力，一批新的娱乐内容 生产商正在重塑该地区的媒体版图。 报告指出，短剧通常指竖屏拍摄、单集时长不超过三分钟的系列剧集。这种形式凭借其强烈的情感冲击 和无需深入思考的低门槛娱乐特性，迅速在全球范围内走红。悉尼大学媒体与传播系研究员Wenjia Tang分析称，短剧的魅力在于能够提供即时的情感刺激，尽管随着市场发展人们期待更高的制作质量， 但其原始、直接的叙事风格得以保留，非常适合习惯了TikTok和Instagram Reels等快节奏内容的消费 者，这类内容通常"更容易消化"。 Sensor Tower的统计数据显示，2025年第四季度，全球短剧平台下载量同比激增186%，达到7.33亿次， 这一数字甚至超过了Netflix和Disney+等传统视 ...

Core Viewpoint - Netflix is proposing an all-cash acquisition of certain assets from Warner Bros. Discovery for $27.75 per share, totaling an equity value of $72 billion, which raises concerns about whether this $83 billion deal is a mistake for the company [1][2]. Group 1: Proposed Transaction Details - The proposed deal involves Netflix using $20 billion in cash and taking on $52 billion in debt, leading to an enterprise value of $82.7 billion when including Warner Bros. Discovery's net debt [1]. - Netflix's current market capitalization is approximately $357 billion, making this acquisition significantly larger than its historical growth strategy, which has primarily focused on organic expansion [2]. Group 2: Industry Context - Other major media companies have made large acquisitions, such as Disney's $71 billion purchase of 21st Century Fox in 2019 and Amazon's $8.5 billion acquisition of MGM in 2022, highlighting the scale of Netflix's proposed transaction [2]. - Netflix has been cautious about entering the live sports market, a strategy that competitors like Amazon and Apple are aggressively pursuing [3]. Group 3: Financial Projections and Market Reaction - Netflix aims to achieve $2 billion to $3 billion in annual cost savings by the third year after the deal closes, with expectations that the acquisition will be accretive to earnings per share by the second year [5]. - Since the announcement of the deal, Netflix's shares have declined by 16%, indicating a negative market sentiment regarding the acquisition [7].

Core Viewpoint - Despite exceeding earnings estimates and achieving strong results, Netflix's stock has fallen to a 52-week low amid concerns over its acquisition of Warner Bros. Discovery [1] Group 1: Stock Performance and Market Reaction - The decline in Netflix's stock is linked to a conflict between its long-term strategy and immediate financial realities, with investors concerned about shrinking margins and the costs associated with the Warner Bros. acquisition [2] - Netflix's stock has dropped from the $109 range to the low $80s since the announcement of the Warner Bros. deal, indicating a market repricing of the streaming giant [3] Group 2: Investor Sentiment and Concerns - Analysts express mixed feelings about Netflix's future, with concerns stemming from increased content spending and the shift to an all-cash offer for the Warner Bros. deal [4] - Investors are apprehensive about the potential debt Netflix may incur to finance the acquisition, especially following the cessation of its share repurchase program [5] Group 3: Financial Guidance and Future Prospects - Netflix's forward guidance indicates a shrinking profit margin, with content costs projected to reach $20 billion this year, reflecting a return to pre-COVID spending levels [6] - Despite concerns, some analysts see potential in Netflix's advertising and live events segments, although the outcome of the Warner Bros. acquisition is crucial for the company's stock performance [6] Group 4: Importance of Financial Stability - The market's reaction highlights the tension between long-term growth strategies and immediate financial realities, emphasizing the need for Netflix to balance growth with financial stability amid the significant implications of the Warner Bros. acquisition [7]

Group 1: Microsoft - Microsoft has averaged annual returns of 25% over the past decade and continues to grow, with Q1 fiscal 2026 revenue up 18% year over year and net income rising 12% [2] - The company has a market cap of $3.2 trillion, with a current stock price of $429.91 and a forward P/E ratio of 29, slightly below its five-year average of 30 [3][4] - Microsoft is heavily investing in artificial intelligence, with CEO Satya Nadella emphasizing the importance of AI and cloud services for future growth [4] - The company has a gross margin of 68.59% and a dividend yield of 0.79%, with dividends increasing from $2.09 per share in 2020 to $3.40 recently [4] Group 2: Netflix - Netflix has averaged annual gains of 24% over the past decade, with Q4 2025 revenue reaching $12 billion, up nearly 18% year over year, and net income increasing by 29% [5] - The company’s advertising revenue has significantly contributed to its growth, with ad revenue growing more than 2.5 times to over $1.5 billion in 2025 [5] - Netflix's current market cap is $353 billion, with a stock price of $83.47 and a forward P/E ratio of 27, which is below its five-year average of 33 [6][7] - Despite a 12% decline in stock price over the past year due to acquisition uncertainties, the stock is considered appealingly valued [7]