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Warner Bros. Discovery(WBD) - 2025 Q4 - Earnings Call Transcript
2026-02-26 14:02
Warner Bros. Discovery (NasdaqGS:WBD) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsDavid Zaslav - President and CEOGunnar Wiedenfels - CFOJB Perrette - CEO and President of Global Streaming and GamesJohn Hodulik - Managing DirectorPeter Lee - Senior VP of Investor RelationsConference Call ParticipantsBryan Kraft - Lead Equity Research AnalystPeter Supino - Managing Director and Senior AnalystRich Greenfield - Partner and TMT AnalystRobert Fishman - Senior Research AnalystOperatorL ...
Sarandos Schleps To White House To Counterpunch Paramount's Potential Upper Hand In WBD Bid
Deadline· 2026-02-25 21:27
Core Viewpoint - Netflix co-CEO Ted Sarandos is visiting the White House to discuss the company's bid for Warner Bros' assets amidst ongoing takeover talks involving Paramount and Warner Bros Discovery [1][2]. Group 1: Company Actions - Sarandos will meet with several administration officials, including White House Chief of Staff Susie Wiles, to advocate for Netflix's interests in the acquisition [1]. - The visit to the White House marks Sarandos' second trip to Washington, D.C. in recent weeks, indicating the urgency of Netflix's $83 billion bid for Warner Bros' streaming and studio assets [5]. Group 2: Industry Context - The competitive landscape is shifting in favor of David Ellison, as negotiations between Paramount and Warner Bros Discovery continue to evolve [2]. - Concerns have been raised by former President Donald Trump regarding Netflix's potential market share if it merges with HBO Max, highlighting the political implications of the deal [3][5]. Group 3: Political Dynamics - Sarandos diplomatically addressed Trump's criticisms regarding Netflix's board member Susan Rice, emphasizing that the deal is a business matter governed by regulatory bodies rather than a political one [5]. - The White House has not commented on Sarandos' visit, reflecting the complex interplay between corporate interests and political considerations in the current environment [4].
Netflix CFO to Participate in a Q&A session at the Morgan Stanley Technology, Media & Telecom Conference
Prnewswire· 2026-02-25 17:00
Netflix CFO to Participate in a Q&A session at the Morgan Stanley Technology, Media & Telecom Conference [Accessibility Statement] Skip NavigationLOS GATOS, Calif., Feb. 25, 2026 /PRNewswire/ -- Netflix, Inc. (Nasdaq: NFLX) announced today that its CFO Spence Neumann will participate in a Q&A session at the Morgan Stanley Technology, Media & Telecom Conference on Wednesday, March 4, 2026. Mr. Neumann is scheduled to present at 1:50 p.m. Pacific Time / 4:50 p.m. Eastern Time.A live webcast and replay of the ...
Netflix Shares Tick Higher As Warner Bros. Bid Battle Intensifies - Netflix (NASDAQ:NFLX)
Benzinga· 2026-02-25 13:55
Netflix Inc (NASDAQ:NFLX) shares were in premarket trading Wednesday as M&A developments surrounding the company’s proposed acquisition of Warner Bros. Discovery Inc (NASDAQ:WBD) continued to unfold.The new proposal also includes a $7 billion regulatory termination fee and a $2.8 billion termination fee that Warner Bros. would owe Netflix if it walks away from their existing agreement.Board Weighs Competing OffersWarner Bros. Discovery’s board determined that Paramount’s revised proposal could reasonably be ...
Netflix Stock Is the Cheapest It Has Been in 3 Years Following Its 41% Plunge -- But Is It a Buy?
Yahoo Finance· 2026-02-25 11:14
Netflix (NASDAQ: NFLX) operates the world's largest streaming platform for movies and television shows. The company ended 2025 with a record number of subscribers, a record amount of revenue, and record earnings, yet its stock has plummeted by 41% from its all-time high from last June. Netflix is in a fierce bidding war to acquire Warner Bros. Discovery (NASDAQ: WBD). The deal would add an entire slate of high-quality content to the Netflix platform, but it could come at a hefty cost of $82.7 billion (or m ...
Unpacking the Latest Options Trading Trends in Spotify Technology - Spotify Technology (NYSE:SPOT)
Benzinga· 2026-02-24 17:00
Financial giants have made a conspicuous bullish move on Spotify Technology. Our analysis of options history for Spotify Technology (NYSE:SPOT) revealed 75 unusual trades.Delving into the details, we found 36% of traders were bullish, while 26% showed bearish tendencies. Out of all the trades we spotted, 37 were puts, with a value of $5,097,785, and 38 were calls, valued at $3,068,183.Predicted Price RangeAfter evaluating the trading volumes and Open Interest, it's evident that the major market movers are f ...
Netflix Stock Keeps Dipping: Is It Finally Time to Buy?
Yahoo Finance· 2026-02-24 16:20
For years, Netflix (NASDAQ: NFLX) stock has felt impenetrable. From their lows in 2022, shares kept marching higher, showing no signs of slowing. That is, until the last few months. Netflix stock is now in a 40% drawdown, driven by fears over its proposed acquisition of Warner Bros. Discovery, which could load the business with debt. Are investors overreacting to this potential deal? Let's look into the details of Netflix's business right now and see whether it is time to buy the dip on this storied compo ...
Netflix Stock Drops as Trump Sets Sights on Director Susan Rice
Investopedia· 2026-02-23 18:26
-- Netflix Stock Drops as Trump Sets Sights on Director Susan Rice [Stocks Lose Ground Amid Tariff Uncertainty][Trump's 'Plan B' on Tariffs: More Tariffs][Economy Grew Far Less Than Expected in Q4] [Inflation Likely to Keep Fed from Cutting Rates Soon]- Top StoriesNetflix's shares fell to start the week.Thomas Fuller / NurPhoto via Getty Images)Close### Key Takeaways- Investors took note, with shares of Netflix sliding Monday amid concerns that Trump might serve up stiff opposition to its planned merger wit ...
Why Netflix Stock Just Dropped
Yahoo Finance· 2026-02-23 17:19
Tech stocks are tumbling Monday morning, with the Nasdaq down 1.1%. Netflix (NASDAQ: NFLX) numbers among the casualties, down 3.8% as of 11:35 a.m. ET. And it's all because of a new artificial intelligence doom-and-gloom report, this time from a little-known shop called Citrini Research. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Netflix. How Citrini Research tanke ...
Trump threatens Netflix with ‘consequences’ over Rice board seat
Fortune· 2026-02-22 23:53
Donald Trump called on Netflix to fire board member Susan Rice or “pay the consequences,” after she said that Democrats would take action against corporations that “take a knee” to the president.Rice, who was former President Barack Obama’s national security adviser and United Nations ambassador and also served in Joe Biden’s White House, said on a podcast that corporations, news organizations and law firms that went along with Trump’s demands for loyalty now see their actions were unpopular.“They’re going ...