NFLX Ticker Curator

NFLX shares fell after Q4 results topped forecasts, even with 2026 revenue guidance of $50.7B-$51.7B (12-14% growth)—Warner Bros. context in play.

Warner Bros. Discovery's Q4 results fell short, posting a 10-cent loss per share with revenue down 6% to $9.46B vs. analyst expectations. This weakens...

• Significant year for Warner Bros. Discovery
• Healthy subscriber growth, including ad-supported tier
• Ad revenue benefits from full-year impact

Strengthens WBD's streaming financials, key context for NFLX competitive dynamics.

• Competitive echo: HBO Max expands password-sharing enforcement worldwide in 2026, following Netflix's 2024 crackdown that added 9M subscribers.
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Bullish institutional signal: Intech raised NFLX position by 23.5% to 150,261 shares worth $180M – its 7th largest holding (1.6% of portfolio).
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Key highlights from today's NFLX stock analysis video:

• Technical focus: Price action, support/resistance levels, and risk-reward evaluation
• Targets swing traders and US stock investors
• Educational only – not financial advice; do your own research

Market signals relief if Netflix loses Warner Bros. bid:

• NFLX stock climbed today, despite 20% drop since Dec. 5 announcement
• Shareholders unkeen...

• Aggressive growth: WBD expects 140M subs in Q1 and 150M+ by 2026 end, from 132M at 2025 close—adding 18M+ vs. 15M last year.
• Metric pivot: Joins...

Warner Bros. Acquisition Battle

• 🔥 Paramount Raises Bid to $31/Share: Warner Bros. Discovery stated that Paramount Skydance's new $31 per share...

Billionaire bet: Coatue's Philippe Laffont added 5.5M shares, boosting holdings to 6.1M, citing predictable cash flows and AI edge.

• Earnings beats...

Timeline of PSKY's escalating bid challenging NFLX's WBD merger:

• Feb 19: PSKY clears HSR antitrust review.
• Revised $31/share all-cash offer (up...

Bullish signals dominate despite Paramount's higher $31/share bid for Warner Bros:

• Stock surges: Up ~6% to $82.70 (from $76.02 low), +8.4% in two...

Key battle insights for NFLX holders:

• Paramount threat: Skydance's $31/share offer to WBD could derail Netflix, aided by Netflix's tougher regulator...

Core financial health shines: $45.2B revenue for FY2025 with 48.5% gross margin. Earnings transcripts now available for deeper insights.

Analysts...

Key risks to NFLX's Warner acquisition:

• Political pressure: Sarandos visiting White House to discuss bid and Trump's demand to fire board member...