In a memo to employees divulged this morning in an SEC filing, Netflix Co-CEOs Greg Peters and Ted Sarandos call their pending $83B acquisition of Warner Bros. “a win for the entertainment business.” Wall Street, however, isn’t entirely convinced. One new report Monday from MoffettNathanson’s Robert Fishman urges the company not to take the bait if and when Paramount increases its hostile bid. Far better, Fishman argues, for the streaming giant to “bow out of the bidding war, put their heads down, and cont ...

So, our next guest is going to be weighing in on Disney's billion-dollar deal with Open AI, dueling bids for Warner Brothers, and so much more this morning. Walter Isacson is here. Great to see you.Of course, Walter's Carella Weinberg advisory partner, Twolane University, history professor, CNBC contributor, uh, amazing writer and allaround great friend of ours. >> Help us understand. Let's go AI first.>> Obviously, >> you saw the the Disney story. Were you surprised. And what do you think it portrays.I was ...

Turning a $10 investment into $100 within a year is highly speculative. However, a small number of stocks that combine fast-growing revenue, shifting investor sentiment, and clear catalysts could achieve the feat. Against that backdrop, Finbold asked OpenAI’s ChatGPT model to identify two equities that could plausibly deliver outsized gains by 2026, while acknowledging the elevated risks involved.IonQ’s (NYSE: IONQ) The model’s first pick was IonQ, a quantum computing company operating in an early-stage mar ...

Stock splits typically signal a business is firing on all cylinders. This industry pioneer is no different.The S&P 500 (^GSPC 1.07%) is the most highly regarded stock market index in the U.S., comprised of the 500 largest publicly traded companies in the country. Many investors consider it to be the most reliable gauge of overall stock market performance, thanks to the breadth of its member companies.To be a member of the S&P 500, a company must meet the following criteria:Be based in the U.S.Have a market ...

Netflix is about to wrap up one of its most pivotal years yet, with solid wins but also new uncertainties.Netflix (NFLX +1.18%) entered 2025 with momentum, and it ended the year proving it can evolve, scale, and grow profitability at the same time.The company advanced its advertising ambitions, delivered strong margins, and expanded its strategic footprint, all while reshaping its performance reporting. For long-term investors, Netflix's 2025 performance offers clear lessons about where the business is head ...

Netflix wants to buy just the Warner Bros. business. This means the $23.25 in cash and $4.50 in Netflix stock paid to WBD shareholders would apply only to the future shares held in the standalone Warner Bros. company. Warner Bros. Discovery shareholders would still get, and be able to keep, their shares in the new Discovery Global, post acquisition.That's not all. The Netflix deal is expected to take between 12 months and 18 months to close. Before then, Warner Bros. Discovery intends to complete its previo ...

The battle over Warner Bros. Discovery is far from over, despite Netflix's acquisition announcement.Entertainment legend Michael Ovitz, co-founder of Creative Artists Agency, once called the film industry "the most cut-throat, competitive, difficult business in the world." That description seems apt as we watch the intensifying battle between Netflix (NFLX +1.18%) and Paramount Skydance (PSKY 2.69%) to acquire the assets of Warner Bros. Discovery (WBD +1.66%).After Netflix apparently came out victorious in ...

Retail investors talked up five hot stocks this week (Dec. 8 to Dec. 12) on X and Reddit's r/WallStreetBets, driven by earnings, retail hype, AI buzz, and corporate news flow.The stocks, Broadcom Inc. (NASDAQ:AVGO) , Oracle Corp. (NYSE:ORCL) , Netflix Inc. (NASDAQ:NFLX) , Carvana Co. (NYSE:CVNA) , and Microsoft Corp. (NASDAQ:TSLA) , spanning semiconductors, AI, software, streaming, and automotive, reflected diverse retail interests.BroadcomAVGO dominated headlines with its fiscal fourth quarter earnings rel ...

Retail investors talked up five hot stocks this week (Dec. 8 to Dec. 12) on X and Reddit's r/WallStreetBets, driven by earnings, retail hype, AI buzz, and corporate news flow.The stocks, Broadcom Inc. (NASDAQ:AVGO) , Oracle Corp. (NYSE:ORCL) , Netflix Inc. (NASDAQ:NFLX) , Carvana Co. (NYSE:CVNA) , and Microsoft Corp. (NASDAQ:TSLA) , spanning semiconductors, AI, software, streaming, and automotive, reflected diverse retail interests.BroadcomAVGO dominated headlines with its fiscal fourth quarter earnings rel ...

交易概述 - Netflix宣布计划以720亿美元收购华纳兄弟探索公司的影视制作与流媒体业务[1] - 交易若获批将使Netflix获得HBO、华纳兄弟影业、DC、哈利波特以及庞大的内容库[1] - 此举是公司历史上最具战略意义的行动可能将其转变为占主导地位的娱乐平台[14] 战略收益与协同效应 - 收购的核心是获得一个世纪的知识产权和全球认可的系列作品包括华纳兄弟影业、HBO Max、DC、哈利波特以及广泛的影视库[3] - 此举立即强化了Netflix的战略地位通过深度内容库减少对第三方授权的依赖并增强全球用户参与度[4] - HBO的高端内容与Netflix的全球规模天然契合华纳兄弟的制作实力让Netflix能更好地控制内容管线、产量和长期系列开发[4] - 管理层预计合并生产、行政和技术运营可产生20亿至30亿美元的成本协同效应[5] - 协同效应可能支持其上升的利润率状况并增强长期自由现金流[5] 长期增长机遇 - 交易为Netflix提供了长期选择性可拓展院线发行、更积极地开发衍生品、围绕标志性IP打造现场活动并加强其授权业务[6] - 这些举措旨在传统流媒体之外创造新的收入流[6] 监管与竞争风险 - 美国和欧洲的监管机构将严格审查该交易前总统特朗普表示计划“介入”审查反映了直接的政治压力[9] - 批评者认为合并将使内容制作和发行的权力过度集中监管机构可能要求资产剥离、限制内容独家性或直接挑战交易[9] - 在Netflix出价后派拉蒙公司提出了1084亿美元的反向报价比Netflix高出超过250亿美元[12] - 竞购战可能将收购价格推高至不可持续的水平[13] 运营与整合挑战 - 好莱坞工会、电影制作人和倡导团体对交易表示担忧认为合并可能减少院线产出、削弱创作多样性并将决策权从传统制片厂集中化[10] - HBO以创作者为主导的模式与Netflix数据驱动的方法之间可能存在文化冲突或导致人才流失从而削弱Netflix希望释放的价值[10] - Netflix从未尝试过如此规模的收购面临整合全球运营、数千名员工、重叠的生产系统和独立的流媒体基础设施的复杂任务[11] - 合并文化和工作流程需要时间任何失误都可能削弱内容产出或减缓增长[11] 公司财务与市场数据 - 公司股价当日上涨117%或110美元[7] - 当前股价为9519美元[7] - 市值为3990亿美元[8] - 当日交易区间为9465美元至9692美元[8] - 52周价格区间为8211美元至13412美元[8] - 当日成交量为4900万股高于4200万股的日均成交量[8] - 毛利率为4802%[8]