Netflix Q4 Earnings: Why Stock Dropped Despite 325M Subs & Warner Bros. Update 📉

Описание: Netflix (NFLX) just reported Q4 2025 earnings, smashing revenue estimates and crossing a massive subscriber milestone! However, the stock fell over 3% immediately following the report. In this video, we break down the financial results, the amended "all-cash" Warner Bros. acquisition, and the massive content slate coming in 2026 (including the final season of Stranger Things).

Is the market overreacting to the Q1 guidance, or is the Warner Bros. deal a major distraction? Let’s dive into the numbers.

*📊 Key Earnings Highlights & Stats:*
*Revenue:* $12.05 Billion (+18% YoY), beating estimates of $11.97B.
*EPS:* $0.56 (Beating analyst expectations of $0.55).
*Subscribers:* Officially crossed **325 million paid memberships**.
*Ad Revenue:* Skyrocketed more than 2.5x in 2025 to over $1.5 billion.
*2026 Outlook:* Revenue forecast of ~$51B with operating margins hitting 31.5%.

*🔥 The Warner Bros. Acquisition Update:*
Netflix has amended its merger agreement with Warner Bros. Discovery (WBD). It is now an *all-cash transaction* valued at $27.75 per WBD share. To fund this, Netflix has secured $42.2 billion in bridge facility commitments and has paused share buybacks to accumulate cash. We discuss why investors are worried this massive deal might be a "distraction" for the company.

*🚀 Coming in 2026:*
The 2026 slate is stacked. Netflix confirmed the release of the massive final season of Stranger Things*, *Bridgerton S4, and Squid Game related content. The platform is also aggressively expanding into live events with the World Baseball Classic in Japan and continued NFL Christmas games.

*CHAPTERS:*
0:00 - Intro: Earnings Beat vs. Stock Drop
1:30 - Q4 2025 Financial Breakdown (Revenue & EPS)
3:45 - The 325 Million Member Milestone
5:20 - Why NFLX Stock is Down (Guidance & "Distraction")
7:10 - Warner Bros. Acquisition: New "All-Cash" Deal Explained
9:30 - 2026 Outlook: Stranger Things, Live Sports & Ad Growth
11:00 - Final Verdict: Is Netflix a Buy?

*#Netflix #NFLX #StockMarket #WarnerBros #Earnings #Investing #StrangerThings #BusinessNews*

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*Disclaimer:* I am not a financial advisor. This video is for entertainment and educational purposes only. Please do your own research before investing.