NASDAQ
NFLX
44 stories
$511B Market cap · 2025-09-16
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I am long both Netflix $NFLX and $META. As a Netflix shareholder, I am not sure how I feel about this development where Lionsgate Studios $LION is discussing creating original content for Meta. Netflix used to have amazing content. These days it is much harder to find something good to watch.
Is Ackman pivoting out of $NFLX again? Just continuous selling.
@PhillipsRelic Anson thinks $NFLX will bid, what say you?
@InvestmentTalkk Yes that was a bull argument I hear a lot and it's true to a degree but long term it does lower the price that $NFLX can charge if engagement keeps declining.
Are you using $NFLX less? If yes, is it because of the price, lack of content or short form video taking share?
For media enthusiasts, micro dramas are already a major force in Asia and on track to surpass the 2026 China movie box office, while just beginning to reach American audiences and analyst research notes. Are there any winners? Or do we just get a bunch of losers? $NFLX $DIS $GOOG $SKYD
$NFLX down to 17x 2027 PE as short form video and youtube take time share.
Netflix’s $51 billion FY26 revenue outlook and global streaming scale underpin its core strategy as management addresses slowing…
Netflix pairs international engagement, free cash flow and buybacks with plans for double-digit revenue growth, margin expansion and larger…
Juxtaposed Ideas 12 clicks
CoreWeave’s rising debt yields and fading confidence in AI data-center economics frame a weekly review of Meta, Tesla, SpaceX, Netflix,…
Sharp Tech launches on video, covering Netflix, the internet’s future and Meta’s VR glasses.
Netflix 5yr CDS is at its widest level since 2023, ~2.5x the February 2025 tights Still an IG-tight level but the recent direction is one way $NFLX
Netflix Q3 earnings update revises the thesis and rating.
$NFLX
$NFLX’s multiple is likely going to compress either way
$NFLX should use its lofty market cap to buy/merge with $CMCSA’s NBC Universal while it still can. Build the new “Disney” by buying a leading studio; a major broadcast network with football, Olympics and Premier League; and the second largest theme park operator.
Netflix’s earnings raise questions about whether its growth profile still merits a franchise valuation, alongside discussion of Disney’s…
Netflix, America’s Dominant Streaming Service, Has Hit a Wall $NFLX
Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.
$SKYD should probably be a ~$4 stock. Unlike $PARA and $WBD it cannot breakup/sell - the only way out is through. Thats no easy road: starting almost 7x levered and needs to achieve MSD growth and to find $6B synergies from two companies that have already been thoroughly gutted to hit their deleveraging plan. Interest expense 150% of FCF. Rates exploding higher so they better hope they can de-lever. Potential seismic changes to entertainment in next 3-5yrs from generative content and short-form competition are existential threats. With any decline in revenue $SKYD will not be able to afford its sports rights renewals and the entire legacy business falls apart from there. Putting ~30% odds $NFLX gets another shot at WB studio in eventual bankruptcy. If you disagree and you are optimistic, please share why? I'm openminded but do not currently see it. Mgmt seems shell-shocked in Faber interview this AM getting a few tough questions.
Netflix trades near 52-week lows at roughly 19 times earnings, more than 40% below historical averages, ahead of its October 20 Q3 results.
Justin Purohit 1 clickWhat a powerhouse. Almost makes me wish Netflix $NFLX had succeeded in closing this deal. It will be interesting to see the trajectory of Skydance's $SKYD net debt on the balance sheet over time. While David Zazlav and Warner Bros. Discovery $WBD were criticized a lot for creating a highly leveraged behemoth, they had been consistently paying down that debt:
A lot of people bullish $NFLX here. I'm tempted to go short. They are losing to doomscroll slop and they have competition on every side investing more aggressively than they are.
TSOH Weekly Roundup covers Meta’s AI agent ambitions, Netflix’s TV gaming strategy and Arc’teryx’s rise from $500 million to more than $2…
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