WB

Physical_Kangaroo_

I was being sarcastic WB

Physical_Kangaroo_

>also ban India cope harder WB

zxc123zxc123

Well those who were smart bought into assets betting against the dollar. Those who were rich/smart bought extra insurance when Trump won the election by buying gold or diversifying. Things get increasingly bad as the easy hiding places get played out. There becomes no good investments or easy choices because of Trump's actions. That's why I've spent 2025 just diversifying into what my portfolio lacked, allocating a bit to foreign/small cap to offset tech/voo, building what I felt was an ok stockpile of cash in short term notes (It's what WB is doing) just in case we get another liberation day, adding a bit to energy, and looking for individual opportunities. Honestly there's no easy outs anymore. This isn't 2020 or 2022-24. We're kind of stuck between a rock and a hard place. Diversification helps but you'll have to make tradeoffs.

Strategery_Man

It's hard to say, it's in a free fall bc of the WB deal. Netflix is trying to set itself up for long-term success. It's costly, takes time, and doesn't reward investors. It's hard to see a bottom until this WB thing clears up. I would avoid the stock and the entire streaming segment in general rn.

Piatchi

Legit question - doesn't solid earnings and the fact that the WB deal is going to be up to shareholders to vote on in March mean that this is way oversold? Like if the WB deal is so bad aren't the shareholders just gonna shitcan the deal when it comes to a vote? Am I dumb ape?

Samjabr

Dear CNBC, No one gives a shit about DIS, WB, PARA, etc. These stocks have gone nowhere for over a decade and have a combined value that is insignificant. Sincerely, Dude sick of fking WBD/PARA/NFLX Stories

Anstark0

So Elison's Oracle might straight up be a CIA project codenamed "Oracle", the purpose is to control social media through AI algorythms, Ellison owns TikTok and much more, was fighting for WB, but lost to Netflix, probably. Oracle might literally control the world, unironically, in the future. Ellison is old so that's my only small concern. That's why it is too big too fail, I think, cause the plan is very big here

JawnxWick

Larry can't afford WB? Calls on netflix

JonSpartan29

You don't need to wait until Feb. 20, regard, when 93% of WB is saying "We like NFLX." Paramount would need to up their offer before Feb. 20.

JonSpartan29

Am I the only one who thinks $NFLX $90 calls for Feb. 20 a good deal? You have Feb 3 and Feb. 20 as market movers. 93% of WB says they want NFLX deal vs Paramount. Trump has signaled he doesn't like where Paramount money is coming from Saudi, whereas NFLX - WB is US-US type deal. I am regarded. Second time playing with options. Seems like a good lottery ticket.

YellowJC

Is that counting the money set aside so the eldest boi can buy WB?

Open-Quote-4177

I'm not long the underlying, but I do have 80 of the March 20 2026 $100 call options. Bullish on the stock (considering the WB news and the beating it has taken so far on a good ER.....also, even if the WB deal doesn't go through, that is not necessarily bad for the stock, wall street might celebrate the news)

ethereal3xp

Some will. They could be swing trading. If you find several good stocks. You ride with it What is the point to jump around. Unless one is a day trader. Though that kind of investing has its own kind of problems. WB was not joking when he famously stated time in the market beats timing it. The odds are in your favor when time in the market.

DaxDislikesYou

I actually hadn't. That does change my view of the situation. I still don't think it's going to be good for consumers. I stand by that entirely. But given what I have learned I would rather have Netflix get WB than Paramount.

Only_Mushroom

Disney doesn’t own Oz. The only reason I know this is cause I went down a rabbit hole for the Mila Kunis one and they had to avoid specific references to the 1939 WB one but instead put elements that bring it to mind

DaxDislikesYou

Honestly I do. I haven't been burned as hard by Paramount. I don't really like any of these mergers, but I've been saying for a while they're inevitable. Streaming is expensive to maintain. Netflix has just been on my shitlist for a while. They throw money at shows no one is asking for, and then cut shows that people actually want. If they keep fucking over consumers, more people are going to turn to pirating again. And a lot of people are already. I don't see a bull case for Netflix nor do I see anything positive coming from them getting their hands on the WB. Streaming companies have just reinvented cable, but made it worse. And consumers are tired of it.

jamesbrownscrackpipe

I'm of the opinion that Paramount would at least allow WB and its subsidiaries a bit more independence than Netflix would.

JudgeCheezels

I’d rather NFLX owns WB tbh.

jamesbrownscrackpipe

Well would you mind selling because I really don’t want to see Netflix buy WB. Seriously, we don’t need one company having an essential monopoly over our entertainment. Not that Paramount buying is much better, but it’s at least health(ier) competition. Also, once Netflix gets ahold of HBO I’ll have nothing left to watch. They will turn it into utter slop. I know I’m in the minority on Reddit but I think all of Netflix’s original content is half-asses garbage.

North-Cover-6876

How much you think it would shoot up if it backed out from buying WB? 25-30% instantly is my guess

gratatatatatatat

Getting shook out of memory before SNDK and WB tn is real pussy shit ICEL

Relative_Baseball180

Absolutely don't sell it. They are about to become a monoply in streaming after this acquisition closes. Plus they are getting into the ad business. By buying WB they are getting the rights to all major DC movies/shows as well. This is going to make them even more competitive or better than disney given they dominate streaming and now have a foothold in the cinema business.

Prometheus651

Not appetizing enough to buy? I’m over here thinking it’s a win-win if they acquire WB or if they fail. If they acquire, sure they have some financing and debt to manage, but they also gain all the IP, assets, and subscriber base of HBO. Literally 43% of the global streaming market under one banner. No doubt, they raise pricing on that. If they fail, then they start the trend back up to ~130 prior to the announcement of their intent to M&A.

Razkaii

Netflix is basically a utility bill now its only going up long term. Be bouncy with the WB stuff short term though

qitcryn

Sooo...im not on WB for political shitza ..UNLESS is there is a ticket involved.. So dump this post !!

Domingues_tech

"Never bet against America" — WB

RealPennyMuncher

Got the gap up on WB

skrabytomo

Why? Isnt it like 30 percent down in last 6 months, the WB nowhere close to be bought.

Scared_Brilliant6410

Me too. Picked up 2000 shares around $86 average. Decent earnings plus WB acquisition makes this a buy. Plus bounding off long term support. Lots of other pluses.

210pete

Did you just call palantir and Tesla meme stocks? Huh? I swear whenever I think I have no idea what I’m doing or saying I see some shit like this. Thank you for reinstalling my confidence. It does kinda suck watch Netflix go down, but they go through lulls sometimes and the WB acquisition deal is going through a bit of turbulence, but unless the big orange piece of shit really gets in between the deal, it should go through. Just gonna have to be patient. In case you didn’t realize it already you kissed the huge gain opportunity with. Netflix. That was several years ago.

dalooooongway

NFLX doesn't deserve WB, gonna turn Looney Tunes into goyslop

dalooooongway

FCC monopoly concerns if they do purchase WB. Paramount will win

Tutz--Honeychurch

i am buying Netflix shares from bag holders currently. Interesting to see how the WB deal plays out.

Alwaysfavoriteasian

Didn't they just debut the last episode of stranger things in theatres and it brought people in? I'm seriously not that sure, just heard about it. If true, with the WB deal going through possibly, there could be a use case of amc here for Netflix.

Dangerous-Bet-4303

NFLX will successfully acquire WB according to some news today, so it's a good entry right now

Dangerous-Bet-4303

NFLX 0dte calls, it's recovering because they're gonna win the WB overtake

PonyBoyX3

The only way it would go up that fast is if the WB deal fell apart. Actually, it would go even higher.

Gajax

Now that RH and WB have been fucked lets see some real price action!

Kickboy21

Warner Bros has literally said they like NFLX offer more but the 2 ellison cucks keeps telling WB shareholders to reject it lol buddy just move on

Pygmy_Nuthatch

If Netflix successfully acquires WB, then who is their competition? Is streaming going to disappear? What new challenger could rise up and acquire the media rights to enough content to challenge Netflix in the future? When a stock is down and looks oversold, look for a reason to buy it, not a reason to sell it.

yellowirish

$83 billion WB, something became all cash, and there are spin offs. <== no idea if this is good. How can I be excited to hold against Amazon who is in that space, storage space, bringing crap to my space, and even fucking outer space.

Szeto802

I think we'll see a bounce once the WB deal is approved and the stock will probably stay steady for a while, then continue to go up the way it has in past years based on the solid fundamentals of the company and their business model. Streaming is only becoming more ubiquitous and Netflix is at the top of the industry, and it's not particularly close.

LordSnarfington

I get that logically. But NFLX has traded at tech multiples for and if they can successfully incorporate the WB studio assets they are gonna have even more pricing power to drive NA growth, coupled with international push and a expanding multiple once the merger fear subsides I can see those calls printing if they are far enough out. The real gamble is whether they'll be able to incorporate assets they have no experience with as successfully as they have their own

WCC5D1F0E

They better close this WB deal fast before I lose my kids college tuition money.

PlandomeProwler

I kind of want in but thid WB thing could create a lot of volitility as paramount is still fighting

Fine-Drummer2604

Netflix makes an offer to buy WB stock goes down. Paramount makes offer to buy WB, Netflix stocks goes also down. Netflix WB might not happen anymore, Netflix stock goes down again. Netflix beats earnings, stock goes down.

nvdapepega

Geez brothers, my calls are for 2028, at least give yourself time for the WB deal to get approved. Young paddle won 😭

harrsid

See this is actually the reason why I bought in at this time. Due to the WB stuff, NFLX is below their usual value right now. Once the acquisition goes through and they can maintain a good Q or 2, it'll bounce up. Why are the doomers crying here? They wanted to make their money back in 2 days?

HappyMemeInvestor

actually true....i don't understand the FUD behind WB purchase....netflix WENT INTO THE NEGOTION WITH NOT WANTING TO PURCHASE BUT THEY SAW THE JUICE ON THE TABLE AND COULDN'T RESIST DO PEOPLE THINK MANAGEMENT IS REGARDED

Beneficial-Age-9293

Feeling much better about port today, but these Netflix assholes need to promise some catalytic development from a WB deal.  Something far beyond just showing reruns.  Need some Elon style future guidance (hopes and dreams).

TortyPapa

Spending a ton of money on Warner Brothers with no real plan on capitalizing the IP. I think people are on the sidelines until this materializes into something worthwhile. Also you act as though there is no competition. So many people are going to YouTube especially for content nowadays. If they plan on increasing sub fees to justify the WB M&A, you might have some resistance as well.

iLuvRachetPussy

This is kind of funny but ad rollouts aren’t like BLAM! It’s more of a boiling frog approach. The ad supported tiers will grow more profitable with time, especially as the ads get better at targeting. Advertising is so crazy and profitable that I’m super shocked Netflix kept it off the platform for this long. Act like it’s over but expect every tier to have ads at some point. This is especially true if they can acquire WB and others.

CrossoverEpisodeMeme

OP's post has me considering buying some shares as well. It's down 35% since June. NFLX buying the WB/HBO catalog will put them as the absolute undisputed premier streamer...

OftenOlives

I don't think anyone's going to end up buying WB. Vibes are off. Netflix and the Ellison's may just kiss it out while WB gets cucked.

Jason4fl

Just wait till the WB Arkham night anime series

PyloPower

What are the odds that both this WB deal doesn't shit the bed with investors AND Trump doesn't completely fuck markets for the next 2 weeks?

SuspiciousStress1

Oh, absolutely emotion has no place in investing!! However main street sentiment does carry some weight as those are the customers! But no, that is never the only factor!! Heck, I just had a big Boeing win...main street sentiment couldn't have been worse-but MS isnt the customer. Look at Meta a couple years ago when FB sentiment was at an all-time low, but there was far more going on behind the scenes. Just one of many factors to consider....sometimes 😉 I agree that the WB acquisition would be a boondoggle!! I believe Netflix will turn around faster without the acquisition...but i have been wrong before & likely will be many more times 🤷‍♀️

IveGotATinyRick

I definitely think you’re right, just putting out a reminder to suppress your personal emotions when making investing decisions. I think their plan to choke out movie theaters with the WB acquisition is going to backfire financially.

BrokeVic

With Netflix closing in on A deal to buy WB. The Netflix 83 billion acquisition of WB Discovery is not yet done. Skydance media merged with Paramount global to create a new entity "Paramount a sky dance corporation" that is pursuing a hostile takeover of WB. My question is as I asked earlier, just rewarding it. If Netflix completes the deal and successfully merges Netflix and Warner Brothers. How would one go about buying? Because Netflix stock is up in the $80 range. But Warner Brothers stock is in the 28 to $30 range. Do you buy Netflix at the higher price and then collect your earnings when they merge? Or do you buy Warner Brothers the cheaper stock and after a successful merger collect your earnings? Which way brings in the better earnings set up? I lean towards buying Warner Brothers at the cheaper price. And if Netflix is successful with their purchase & merger of the two entities combined? It will create a higher price thus giving you a larger steak in the final merger correct. Or the other way around? Any ideas.. maybe go with a call option route on one or the other or both?

nomorelosses1

Netflix is a buy here. Profit margins will slow but that is to be expected with 360M subscriber base. WB deal will be concluded soon one way or another and share buy backs after that. 125-135 is my target for end of year.

idontgethejoke

Uh they aren't making money with the WB deal, they're spending it

DrummerCompetitive20

At this rate WB is going to turn around and buy Netflix

darkoath

It's trending flat despite somewhat positive, not great, news because they announced before open that they were willing to do an all cash deal for WB. Which means that they will be spending all of their own cash, taking on a huge loan and then inheriting WBD's debt load that was inherited in the Discovery deal that was inherited in the AT&T deal that was inherited in the AOL/Time deal. There's a lot of debt attached. Every company that sells it off attaches their own debt as well. Netflix (as it is still currently called) will have a staggering amount of debt on their balance sheet and very little cash reserve when the deal is closed. That fundamentally changes their book value which fundamentally changes the value of their share price. Which is actually the way share price is SUPPOSED to work but rarely does anymore.

Crazy_Donkies

They have to increase shareholder value some how.  Pausing buybacks then requires eps growth, which isnt actually growing.  Only shareholders getting paid back are WB shareholders.   Im not sure where the floor is.  I dont think it drops much more,  I just think its a slow climb up to 95 or something over a few months unless news changes.  Maybe some AI thing or something.  At end of the day, They wanted to be a trillion dollar company by 2030.  Thats what caused the 2025 rip up.  To do that now They're goong to need 5 WBs and a DIS to hit it.

Crazy_Donkies

Canceling buybacks for WB.  Going to be slow climb up. 

Agreeable_Factor_458

Wondering who the whale was that unloaded all of the Netflix shares. Seems like they are still growing and making money and with WB deal in place doesn’t really make any sense.

Courvy

Have they discussed anything about WB

pink_ego_box

Gold miners have >80% margins at this metal price. And y'all are still buying Netflix, a company that puts ads on his paid plans, has no moat in a very crowded space and wants to buy WB's old franchises for billions to make Batman a trans lesbian SJW

pink_ego_box

Gold miners have >80% margins at this metal price. And y'all are still buying Netflix, a company that puts ads on his paid plans, has no moat in a very crowded space and wants to buy WB's old franchises for billions to make Batman a trans lesbian SJW

music_is_gud

The WB deal may take TWO YEARS to go through and no buyback till then. Lower guidance on every single metric. Can you elaborate why you think there is an upside?

waterpup99

Guidance was tentative because of the the WB deal being iffy and slowed projected growth.

NotAHost

> Netflix reported fourth quarter earnings after the bell on Tuesday that showed better than expected results, but said it would ramp up its rollout of new content in the year ahead and pause its share repurchase program given its pending acquisition of Warner Bros. Discovery. From one website. Mostly just because of WB issues. 

nokittythatsmypotpi3

No buybacks to have cash for WB deal also

LifeForm8449

Now read WB’s

Agreeable_Factor_458

Wouldn’t they be better off to use that money to secure the WB deal?

RealPennyMuncher

WB upgraded by market edge. Very deep value play.

1098duc_w_the_termi

I wish they would give up on buying WB. They don’t need all the extra baggage

TempestDrive

Im buying NFLX puts. All the good news is priced in. As a wise retard once told me, buy the rumor, sell the news. And unfortunately for u bulls, the WB deal has been news for some time now

youreaditfirst

Buying this after Donnie bought some and in the middle or earnings and them trying to buy WB? You belong here

darkoath

Maybe the tariffs were just to distract you from his WB bonds that just popped a 15% premium on the 7:15AM premarket news that Netflix is making an all cash deal. There's no way one individual had direct inside knowledge via Paramount, announced that he would be directly involved in the decision, bought the bonds instead of the shares at a discount (which is pretty much the only "no lose" play here), saw the bond information released before a 3 day weekend, made a market shaking announcement after market close for a 3 day weekend, watched the market receive news before open that immediately and directly locks in a $300,000 profit that will pull 4% interest for the next 6 years, knows that the same company will report earnings after market close on the same day....and did all that by accident. Just a strange series of coincidences. If that same person sells those bonds today and the Netflix after market news is flat or negative, then he just carved out that $300,000 and handed the paper to someone else because he also knew the bad news was coming as well. I tried to buy those same bonds at 7:30AM in extended hours but was locked out. Maybe only "institutional investors" can buy them, or maybe it was a volatility breaker. Time will tell, but either way, I don't get any crumbs. I played it correctly, but the absolutely perfect timing of the market hours and news release locked me outside.

PumpTheDumps

WB + whoever they gobble next.. theaters are on life support 

WhoreIn_Buffet

Buy the dip, pussy. -WB

DarkSombero

Asking the same thing, I've heard a bunch of talk about the NFLX dip rebounding upon WB buy but that's it

RockmanMike

Plus they're buddy buddy with WB and the potential of them offering all-cash instead of stock plus cash to get the shareholder v_o_t_e sooner than later.

DarkSombero

I've been thinking of this but what's your reasoning on the date, WB purchase?

earnestlikehemingway

TACO or not he bought bonds on Netflix and WB. Don’t forget to pick some up.

Rflood46

I'm confused, why would you buy stock of a company like Netflix that you consider woke and said it's going to ruin WB.... /S

onliesvan

Netflix is WB is now a buy

A_Dragon

Is he a moron…? In order to buy WB Netflix has to dilute shares…there’s absolutely no reason to buy prior to the dilution.

Potential_Try_2193

I sold it because it had been going down steadily for quite a while. I had gains in it and didn't want to erase all of them. And I don't like the WB acquisition and neither does the market. I sold at $106. I put that money to use elsewhere in stocks I see as better for 2026. Now I know I said you have to have patience in a stock but I see Netflix not doing much for a while and that money is now in stocks with more immediate upside. I am a long term investor but sometimes you can't fight the trend. Netflix been in a downtrend for 6 months or more now. It won't last forever. I'll probably own it again at some point. But it depends on what price you buy a stock at. There's some people who bought Netflix at $140-150 and are well down. They can't sell here because they know they taking a big loss on a stock that will go higher eventually. But if you bought it at $100 your not down much and your probably feeling better. Everything depends on price. If it were to go much lower which I don't think it will I'd probably start a small position in it. But we're in a bull market where most stocks are working so I couldn't afford to tie up capital in something that isn't working right now

DressingOnTheClyde

The competition is disney. original content production, merchandise, experiential, gaming. Disney airtime exceeds Netflix when accounting for the full scope: - streaming via disney+, hulu, espn+ - disney's linear networks (ABC, espn etc) And has a HUGE experiential and merch advantage. The WB deal would help close that gap somewhat through theme park development or continued licensing of DC & HP. Amazon is also potentially competition but original entertainment is such a tiny portion of what they do - and their investment in IPs (and logistics/cloud leadership) indicates they may be more focused on gaming than attractions. I see people mentioning YouTube but that includes a ton of free content and a live tv service that netflix isnt attempting to provide beyond sports acquisitions. Theres competition for time (and increasingly video podcasts) but thats niche stuff, YouTube is winning on cost and quantity but doesnt own the content. I like Netflix over the next 3-5 years. I definitely like amazon over a lifetime though. Netflix has a lead in what you watch on your TV. Amazon has a stranglehold on global logistics.

Potential_Try_2193

Netflix will be fine long term. It's a great company with huge loyal customer base. But as a new investor the first thing you need to learn is patience. Investing is a long term play. If you invest in something and it goes down that's a good thing. That's what I want to see. I then buy more. If I like a stock at $100 then I'm going to like it more @ $90. You have to have a long timeline when you buy a stock not be obsessed about what it's doing on a daily basis. The market and doesn't like the WB deal. Chances are it won't be approved anyway. Regardless once the deal either concludes or gets blocked the stock will probably rally. I sold Netflix a few weeks ago. I think it's not going anywhere for a while. But it's a great company with a great business so eventually the stock will go higher. There's no doubt. So it's a hold or a buy at these levels. But if you own a stock you need to know all this yourself. You have to do your homework. Have conviction in a stock so that you want to buy more rather than sell a stock that's down.

HeadPaleontologist40

I think it is dead money for a while. WB deal will take a long time to sort out and they don’t have a lot of growth drivers otherwise. I feel like they are grasping for anything evidenced by all their acquisitions including podcasts. They are really going up against YouTube for eyeballs but no one is ditching it for Netflix.

Lightman51

Not sure you last statement is correct. If the pullout yes they pay a penalty. If it’s because Oracle buys WB with a higher price then no problem

Re_Cy_Cling

I also just bought some but at $89. My plan is to hold. There's a couple of things that I see working for them. One, the US antitrust rules are not as strict as EUs. It's likely they will approve it with some conditions. The EU will only approve with conditions and they might be sever (like leasing lots of content back to other streamers or cable). But either way I see both governments approving this. Second, Netflix is mulling an all-cash deal. The articles don't state clearly what it means, but assuming this means cash and not shares (so no dilution), but of course their loans will have massive interest re-payments. They're also doing this to get WB board to vote sooner (Spring 2026). What I see happening is that the price will trade back up as people wait the typical 12-18 months on the rulings and closing of the deal. I'm expecting around $110-115. That would be my exit point. This is my opinion. Do your own reseach.

mislysbb

I think NFLX will settle once the WB sale drama resolves itself.

knowmsayin

I have investment portfolios that are just set and forget etfs but I’d like this account to be a more aggressive but won’t go “poof” if a bubble pops. I am continuing to add GOOGL and NFLX I agree with your position that it’ll continue to grow especially in light of WB situation.

polynesiantrapezius

I know you didn't ask, but IMO NFLX is a great pick at that price. Will remain volatile for a bit, might go lower who knows, but I think they'll have great earnings and the WB drama will soon be over. I see them having the potential to go back to 120-130 by EOY 2026. What's your reasoning behind wanting to buy ''anchors''?

RealPennyMuncher

WB goingggg

RealPennyMuncher

WB gonna pop