Dear Netflix Stock Fans, Mark Your Calendars for January 20

Core Viewpoint - Netflix is expected to report its Q4 earnings on January 20, with a consensus estimate of $0.55 per share, reflecting a nearly 28% year-over-year increase [1] Group 1: Earnings and Revenue Expectations - Analysts predict Netflix's revenue for the quarter to be around $12 billion, reinforcing its leadership in the global streaming market [2] - The stock is currently down approximately 34% from its all-time high, indicating a significant decline [2] Group 2: Valuation and Investment Perspective - Netflix is trading at less than 9 times sales, which is notably below its historical multiples, suggesting that expectations for a positive earnings surprise are low [4] - Long-term investors are encouraged to consider NFLX stock as it is viewed as trading at a major discount, described as a "diamond in the dumpster" for 2026 [3] Group 3: Strategic Moves and Market Sentiment - Recent volatility in Netflix shares has been linked to uncertainties regarding its pursuit of Warner Bros. Discovery (WBD) assets, which could turn into a positive factor if the acquisition is successful [5] - Netflix is reportedly planning to enhance its proposal for WBD, which could strengthen its competitive position against Paramount [6] - Wall Street remains bullish on Netflix, recommending ownership of the stock for the next 12 months despite its current trading below major moving averages [8]