Warner Bros. Discovery (WBD.US) Stock Forum, Discussions & Community Posts

NewUser_oPJWOUAug 14 at 02:23 PM

$Netflix(NFLX.US) Netflix jumped approximately 3% after Bill Ackman revealed he was back in the stock. Ackman bought Netflix during the brutal 2022 selloff, then dumped the position months later at a loss. Now he is taking another swing after Netflix crashed roughly 50% from its June 2025 high. The difference? Netflix today is a much stronger cash machine than the company Ackman walked away from four years ago. Netflix has more than 325 million subscribers, nearly twice Disney+ and HBO Max combined. But subscriber count is no longer the most interesting number. Margins are. Netflix's operating margin has climbed from 21% in 2021 to roughly 31.5%, while annual cash content spending has increased only around 2%. That is serious operating leverage. Advertising revenue is also closing in on $3 billion this year, opening another monetization engine on top of subscriptions. Netflix does not need explosive subscriber growth anymore. It needs to keep extracting more dollars from the audience it already owns. @Captain's Treasure

NewUser_oPJWOU 2026-08-1422：20：17 NetflixNFLX DailyP/L% +0.06% S LONGBRIDGE

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FaithAnchor

Go Beyond!

Rate Of ReturnJul 22 at 12:13 AM

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$Netflix(NFLX.US)

Netflix’s recent retracement reflects more than a modest earnings miss. Second-quarter 2026 revenue of approximately US$12.56 billion slightly missed expectations, but the bigger concern was management’s decision to reduce the frequency of engagement disclosures in favour of annual reporting. Investors value engagement metrics—viewing hours, retention and time spent on the platform—because they are leading indicators of pricing power, advertising growth, content success and future cash flow. Less frequent reporting reduces visibility into Netflix’s operating momentum.

The withdrawal from the proposed Warner Bros. acquisition added uncertainty. While the decision demonstrated capital discipline, it also raised questions about whether management has become more conservative in pursuing expansion, tempering expectations for transformative growth.

Fundamentally, Netflix remains the streaming industry’s profitability leader, with operating margins near 28%, robust free cash flow and superior earnings versus Disney+, Max and Paramount+. Technically, the post-earnings pullback has weakened momentum, but the retracement appears driven by reduced transparency rather than deteriorating fundamentals. Long-term investors and option sellers may find opportunities once technical support stabilises and confidence returns.

This article is for informational purposes only and does not constitute financial advice.

NETFLIX RECENT RETRACEMENT： WHAT INVESTORS NEED TO KNOW Netflix(NFLX) pulled bac

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TheInvestingIguana

AJBU

Rate Of ReturnJul 21 at 12:42 AM

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🦎 IGGY MORNING BRIEF, 21 JULY 2026

☕ Good morning, Iguanas. SGX opens 9 AM SGT. Here is what matters before the bell.

OVERNIGHT US SUMMARY

Wall Street closed lower. Dow -0.6 percent, S&P 500 -0.2 percent, Nasdaq flat at -0.05 percent. Pressure came from rising US Treasury yields, 10-year at 4.59 percent, as oil climbs on the widening Iran conflict. Warner Bros Discovery also fell sharply after a court blocked its merger. Rising yields matter for SGX, they lift funding costs across leveraged names, including REITs.

SGX PRE-OPEN PULSE

STI closed at 5,498.9, down 0.2 percent, a second muted session. Brent settled at 89.22 US dollars, up 1.3 percent, after briefly crossing 90. Iran remains the key driver. USD/SGD at 1.2911.

THREE STOCKS ON IGGY'S RADAR

👁 Y03 Yeo Hiap Seng, $0.57

No audit yet, watching price only. CEO Ong Yuh Hwang steps down, replaced by Nestle Asia’s Adrian Ho from 1 September. Leadership change, no price reaction yet as news came post-close.

👁 FHH Foundation Healthcare, $0.72, -0.7 percent

No audit yet. UBS, the stabilising manager, bought 100,000 shares at 71.5 cents Monday, adding to 5.3 million shares in recent weeks. This is routine post-IPO stabilisation, not genuine demand.

👁 Z74 SingTel, $4.40

Still flagged. Yield reliance on asset recycling remains a concern at current levels. No change.

IGGY'S GAME PLAN

Focus is on whether rising Treasury yields start compressing SGX REIT valuations today. That is the real transmission channel from oil to your dividend names. Also watching how Foundation Healthcare trades as stabilisation support progresses toward expiry. No change to thresholds.

Not financial advice. Iggy’s Forensic Compliance Standards apply.

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NewUser_CkrdqW

Rate Of ReturnJul 20 at 05:06 AM

I would be lying if I say I'm not worried about Netflix's stock performance over the past year. However, EPS is still growing strongly. People like to conveniently say that growth is slowing because they included the breakup fee from the WBD deal, but if we exclude that one time payment, Netflix's growth is still intact, with room to grow for the advertisement portion as well.

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Captain's Watch

☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the Crown

Big rotation to kick off the week. Apple briefly overtook Nvidia as the world's most valuable company on Friday as AI-capex doubts hit the chip trade.

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What TrendSpider SayJul 14 at 05:31 PM

Scanning for leading stocks (outperforming at least 85% of the $SPY) near the 50SMA... ⬇️👀

Texas Instruments $Texas Instruments(TXN.US)

Seagate $Seagate Tech(STX.US)

Western Digital $Western Digital(WDC.US)

GE Vernova $GE Vernova(GEV.US)

Corning $Corning(GLW.US)

Warner Bros Discovery $Warner Bros. Discovery(WBD.US)

Nucor $Nucor(NUE.US)

Franklin Resources $Franklin Templeton(BEN.US)

Cummins $Cummins(CMI.US)

FedEx $FedEx(FDX.US)

Caterpillar $Caterpillar(CAT.US)

Viatris $Viatris(VTRS.US)

Cisco $Cisco(CSCO.US)

Long image

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Hardik ShahJul 13 at 02:56 PM

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: States Set To Sue Monday To Block Paramount-warner Bros. Deal - Bloomberg - $Banzai(PARA.US) $Paramount Skydance Corporation - CL B(PSKY.US) $Warner Bros. Discovery(WBD.US)

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Hardik ShahJul 8 at 04:01 PM

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Amazon: AWS partners with Warner Bros. Discovery to launch an agent-based AI advertising platform. - $Amazon(AMZN.US) $Warner Bros. Discovery(WBD.US)

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FaithAnchor

Go Beyond!

Rate Of ReturnJul 3 at 12:18 AM

$Netflix(NFLX.US)

Netflix remains the global streaming leader, but the investment narrative has shifted from subscriber growth to monetisation. While paid memberships are approaching maturity in developed markets, revenue continues to expand through higher pricing, the advertising-supported tier, stricter password-sharing enforcement and growing live content. Advertising is expected to become one of Netflix’s fastest-growing revenue streams over the next few years, helping diversify its subscription-led business. (Yahoo Finance⁠)

The company’s recent decision to walk away from the Warner Bros. Discovery acquisition may prove strategically prudent. By refusing to overpay after Paramount Skydance raised its offer, management demonstrated capital discipline and preserved financial flexibility for content investments, AI-powered personalisation, gaming and international expansion. Investors initially welcomed the decision, viewing it as a return to Netflix’s historically successful organic growth strategy. (Netflix⁠)

Technically, Netflix remains in a longer-term uptrend despite heightened volatility following the failed WBD bid. Elevated valuations could limit near-term upside, making pullbacks towards key support levels healthier than chasing momentum. Competition from Disney+, Amazon Prime Video and YouTube continues to intensify, yet Netflix’s global scale, industry-leading engagement and expanding advertising ecosystem provide multiple growth levers beyond subscriber additions. This article is intended for informational purposes only and should not be construed as financial advice.

NETFLIX RECENT EVENT： FAILED BID ON WBD Netflix declined to increase its offer f

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NewUser_CkrdqW

Rate Of ReturnJun 25 at 03:57 AM

$Netflix(NFLX.US) Netflix's stock has fallen 32% since its last earnings call, hitting a 20-month low, raising concerns over its growth prospects. The company's recent shift towards mergers and acquisitions, including a failed bid for Warner Bros. Discovery, has alarmed investors who fear it signals desperation for growth. Analysts suggest that Netflix's engagement in high-cost areas like sports rights may further pressure margins, amid broader declines in the communication services sector. I have been holding the stock for quite some time and it has failed to recover. Perhaps Netflix should focus more on Shareholder Returns rather rather than expanding through M&A. Their upcoming quarterly results is crucial to determine if growth is still intact. @Bridge Buzz SG

NewUser_CkrdqW 2026-06-2511：55：12 Netflix NFLX DailyP/L% -0.29% L LONGBRIDGE

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Michael Burry TrackerMay 28 at 05:17 PM

17 years ago today, Time Warner filed for divorce from AOL

Ted Turner called the merger "better than sex."

Then said: "I'm the stupidest person in the world not to have sold earlier."

The AOL Timeline:

• Jan 2000: AOL buys CNN, HBO, and Warner Bros for $165B, all paid in stock

• Jan 2001: Deal closes and the Nasdaq goes down 45%

• 2002: $98.7B annual loss. Largest in US corporate history

• 2009: AOL spins off. Worth $3.3B. Down 98%

Steve Case traded AOL stock for CNN, HBO, and Warner Bros, then resigned

Ted Turner was still holding and he lost $8.5B