The world's largest streaming platform it recently announced a deal to acquire one of its top competitors. Netflix's advertising business is booming, with management expecting revenue to double again in 2026.
Netflix reported better-than-expected Q4 2025 financial results, as it added 23 million net new members last year. A high valuation, as well as uncertainty and risk surrounding the Warner Bros Discovery acquisition, should force investors to think twice.
Netflix (NFLX) delivered solid Q4 results, and management guided 2026 operating margins to expand to 31.5% despite $275M in WBD acquisition financing costs. However, I see a big risk ahead, and I'm not planning to buy the dip yet. The deal shifted to all-cash at $27.75/share. Bridge commitments add up to $42.2B, and I'm concerned that this is likely to increase if Netflix upgrades the bid to $3...
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