展望未来，奈飞预计Q1每股收益为76美分，低于华尔街预期的82美分;Q1销售额预计为122亿美元，与 预期相符。奈飞暗示未来一年营收增长可能放缓，预计2026 年全年销售额将增长12%至14%，低于此前 设定的约15%的目标，达到507 亿美元至 517 亿美元，分析师预期为509.8亿美元。此外，周二，该公司 宣布了一项修订后的协议，已将对华纳兄弟和 HBO 的收购要约修改为全现金收购，将以每股27.75美元 的现金收购这些部门，此前该公司曾提出以现金加股票的方式收购。 智通财经APP获悉，周三，奈飞(NFLX.US)盘前跌超7%，报80.89美元。消息面上，奈飞公布了第四季 度业绩，基本超出华尔街预期;但对未来几个月的业绩预测较为谨慎，理由是节目支出增加以及与华纳 兄弟探索频道(WBD.US)完成交易的成本。Q4销售额为121亿美元(同比增长18%)，每股收益为56美分， 均超出分析师预期。2025年全年销售额达到452亿美元，比上年增长16%。 Seeking Alpha分析师Julian Lin 表示："我怀疑该股财报发布后的疲软是多种因素共同作用的结果，包括 财报发布前该股估值过高、管理层对利润率扩 ...

Group 1 - The video streamer's shares are expected to continue struggling due to ongoing uncertainty surrounding the takeover deal [1]

Quick Read Netflix (NFLX) stock dropped 7% as Q1 guidance of $0.76 EPS missed $0.85 consensus due to Warner Bros acquisition costs. Netflix view hours rose only 2% YoY despite heavy content spending. The $42.2B Warner Bros deal targets this engagement gap. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Netflix (NASDAQ:NFLX) reported strong fourth quarter results that beat Wall Street estimates on rev ...

Market Overview - The S&P 500 futures are little changed following a significant sell-off, marking the worst day for the three major indexes in months [1] Company Earnings - Netflix narrowly beat expectations for the fourth quarter, but shares fell 7% as results were compared to higher internal targets [4] - United Airlines shares increased by 3% after reporting that earnings could reach a record this year, surpassing earnings per share expectations while revenue met Wall Street's consensus [6] Strategic Partnerships - ServiceNow signed a three-year contract with OpenAI to utilize its models for AI agents and GPT-5.2 on its enterprise platform, aiming to enhance customer value and improve AI interaction [8] Industry Insights - At the JPMorgan Healthcare Conference, discussions centered on the pharmaceutical industry's strategies for handling new pricing deals with the White House and the potential $300 billion revenue loss from drug patent expirations [11] - Natural gas experienced a significant increase of nearly 26%, marking its best day in four years, driven by rising heating demand due to cold weather [12]

格隆汇1月21日｜古根海姆将奈飞的目标股价从每股145美元下调至130美元。 ...

Group 1 - U.S. stock futures showed mixed results, with Dow futures declining approximately 0.1% [1] - Netflix reported fourth-quarter financial results that exceeded expectations but provided first-quarter guidance that fell short of estimates, leading to a significant drop in its stock price [2] - Netflix anticipates first-quarter revenue of $12.16 billion, slightly below the consensus estimate of $12.19 billion, and expects earnings per share of 76 cents, which is below the consensus estimate of 81 cents [2] Group 2 - Erasca Inc shares fell 6.2% to $9.20 following the announcement of a proposed public offering of $150 million [3] - Telix Pharmaceuticals experienced a 5.8% decline to $7.28, despite an analyst maintaining a Buy rating with a $20 price target [3] - Corvus Pharmaceuticals saw a 5.6% drop to $20.22 after commencing a $150 million offering of common shares and pre-funded warrants [3] - BIOAGE Labs Inc shares decreased by 5.6% to $20.13 after announcing a $75 million stock offering [3] - Kraft Heinz Co shares fell 5.3% to $22.51 after Berkshire Hathaway filed to sell up to 325 million shares of the company [3] - NovaBay Pharmaceuticals Inc shares dropped 5.2% to $6.16, following a 56% decline on Tuesday due to a $100 million ATM equity program announcement [3] - Okeanis Eco Tankers Corp shares decreased by 4.8% to $37.00 in pre-market trading [3]

Group 1 - The fourth quarter earnings season is gaining momentum, with major financial institutions like Charles Schwab and regional banks such as Fifth Third set to report results, alongside Netflix and Intel, which are expected to be focal points of the earnings calendar [1][5] - An optimistic consensus is emerging, with 7% of S&P 500 companies having reported fourth quarter results as of January 16, and analysts projecting an 8.2% increase in earnings per share for the quarter, marking the potential for the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts had initially anticipated an 8.3% increase in earnings per share heading into the reporting period, a decrease from the previous quarter's 13.6% growth rate, but expectations have been raised recently, particularly for technology companies that have been key drivers of earnings growth [3] Group 2 - The current earnings season is expected to test the improved stock market breadth observed at the beginning of 2026, with ongoing themes from 2025, such as artificial intelligence and economic policies, continuing to influence market dynamics [4] - This week's earnings releases will also include reports from notable companies such as United Airlines, 3M Company, D.R. Horton, Johnson & Johnson, GE Aerospace, Procter & Gamble, Abbott Laboratories, and Capital One [5]

Core Viewpoint - Netflix's shares experienced a significant decline in premarket trading despite the company reporting Q4 earnings that slightly exceeded Wall Street expectations, primarily due to a projected increase in spending on content and the acquisition of Warner Bros. [1] Financial Performance - Netflix reported a revenue increase of 18% year-over-year, reaching $12.05 billion in Q4, which was above Wall Street's projection of $11.97 billion [2] - Earnings per share were 56 cents, narrowly beating the forecast of 55 cents [2] - The global subscriber base grew to 325 million, up from 301 million at the end of 2024 [2] - Advertising revenue surged to $1.5 billion, which is two-and-a-half times higher than in 2024 [2] Future Projections - The company's forecasts for the current quarter fell short of Wall Street estimates, as Netflix plans to increase its spending on TV shows and movies by 10% this year [3] - The anticipated $83 billion acquisition of Warner Bros. is expected to add $275 million to Netflix's spending this year [3] Strategic Insights - CEO Ted Sarandos described the Warner Bros. acquisition as a "strategic accelerant" and emphasized the value of the mature theatrical business that Warner Bros. brings [4] - Sarandos noted that Warner films will be released in theaters with a 45-day window, highlighting the importance of the HBO brand as a prestigious asset [4] Competitive Landscape - Sarandos downplayed concerns that the Warner Bros. acquisition would harm competition, stating that Netflix competes with a wide range of platforms, including broadcast TV, YouTube, and Instagram [5] - He pointed out that the landscape of television has evolved, with major events like the Oscars and NFL being available on various platforms, indicating a shift in competition dynamics [5]

Group 1 - Netflix reported Q4 earnings that exceeded estimates, indicating strong past performance [1] - Despite the earnings beat, Netflix's stock fell by 7%, highlighting Wall Street's focus on future growth rather than historical results [1]

Nick LaFleur is one of many Americans who think a Netflix-Warner Bros tie-up might provide some relief from "subscription fatigue." ...