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Netflix's Q4 performance was excellent, but the Q1 guidance was disappointing. The company suspended its buyback for the acquisition of Warner, and the stock fell over 5% in after-hours trading. | Earnings Report Insights

Although foreign exchange fluctuations are unfavorable, Netflix's revenue in the fourth quarter still exceeded expectations with a year-on-year increase of nearly 18% due to stronger-than-expected growth in paid users and advertising sales. By the end of the year, the number of subscription users surpassed 325 million, an increase of nearly 8% year-on-year. The profit guidance for the first quarter fell far short of expectations, with the EPS guidance more than 7% lower than analysts' expectations, and the full-year operating profit margin below expectations. Netflix stated that the full-year guidance includes approximately $275 million in acquisition-related expenses and plans to increase spending on film and television content by 10% for the year; it is expected to continue raising prices this year, with total advertising revenue doubling from last year to $3 billion

Netflix Signs Multiple Material Agreements

Netflix has signed two significant agreements to facilitate its acquisition of Warner Bros. Discovery. The amended merger agreement sets an all-cash price of $27.75 per share, while Netflix has increased its bridge financing commitments to $42.2 billion through major banks. The financing is unsecured and not a closing condition. The agreements are effective from January 19, 2026, and aim to fund the all-cash merger consideration and related costs.

Spending money relentlessly! Netflix is making a "full cash" bid in the Warner acquisition battle, vowing to create a subscription empire of 450 million users

The new terms eliminate Paramount's main criticism of Netflix's acquisition proposal—the stock payment portion makes its offer less competitive than its rivals. If Netflix successfully acquires, the two companies will have approximately 450 million subscribers combined, providing Netflix with a vast content library to compete against rivals like Disney and Amazon

Netflix beats revenue estimates as subscribers reach 325 million

Netflix exceeded revenue expectations with $12.1 billion for the holiday quarter, surpassing forecasts of $11.97 billion, and reached 325 million subscribers. The rise in viewership was attributed to popular shows like "Stranger Things" and NFL games. Netflix is pursuing an $82.7 billion all-cash acquisition of Warner Bros, amending its merger agreement to expedite the process. The company reported adjusted earnings of 56 cents per share and forecasts revenue growth to $50.7 billion to $51.7 billion by 2026, with ad revenue expected to double.

Former U.S. President Trump purchased $1 million in bonds from Netflix and Warner Bros. Discovery. This move comes after the announcement of the two companies' potential merger. (The Washington Post)