$ORCL

Oracle after the bell…what are we thinking?

Stock peaked at $345, cut by more than half now at $150.

Liberation day lows were $125.

Credit default swaps have already spiked so the market has priced in the default risk on their debt.

RPO is still $300B+ but most of that is OpenAI which is still confusing to investors on if OpenAI would pay.

Ellison is also levered up to help finance the $WBD deal.

$NBIS $IREN $CIFR and all the datacenter plays probably will be waiting to react to Oracle results…free cash flow is going to be gone but after a few years, if all this buildout does result in ROI, we are looking at a name thats trading sub 20x fwd earnings with massive RPO commitments.

I want to say they have a good earnings but any talk of financing that isn’t attractive to the market can easily scare investors.

Anyone long/short into the print?

BREAKING: Netflix is pulling out of the deal and will not increase their offer for Warner Bros, as per CNBC.

Congrats to Netflix Shareholders.

$3B in 3 weeks for doing nothing.

$NFLX +9%

amit: BREAKING: Warner Brothers has deemed Paramount's takeover bid superior to Netflix.

Netflix has 4 business days to counter.

$57B of debt has already been committed for the deal.

If I’m Netflix…I’m saying “Thanks for the $2.8B breakup fee,” and I’m out.

$WBD $PSKY $NFLX

BREAKING: Warner Brothers has deemed Paramount's takeover bid superior to Netflix.

Netflix has 4 business days to counter.

$57B of debt has already been committed for the deal.

If I’m Netflix…I’m saying “Thanks for the $2.8B breakup fee,” and I’m out.

$WBD $PSKY $NFLX

amit: BREAKING: Warner Bros Discovery says that they are now evaluating Paramount’s new offer, which includes a $31 per share buyout and covers the $2.8B termination fee with Netflix.

Netflix does about $9B of net income per year. If the deal doesn’t go through, they just did 30% of

BREAKING: Warner Bros Discovery says that they are now evaluating Paramount’s new offer, which includes a $31 per share buyout and covers the $2.8B termination fee with Netflix.

Netflix does about $9B of net income per year. If the deal doesn’t go through, they just did 30% of their net income for the year with this termination fee…in a few months.

$WBD $PSKY $NFLX

🚨Just in: $WBD Warner Bros' shareholders likely to hold vote on Netflix $NFLX deal in March.

Reuters: If shareholders were to reject the Netflix deal, Paramount is expected ‌to continue escalating pressure and attempt to replace Warner Bros board members with directors more open to reviewing or approving ⁠its hostile $108.4 billion offer.

Warner Bros' board unanimously rejected Paramount's bid, labeling it "inadequate" ‌and "not in the best interests" of shareholders.

$NFLX is now down 35% from it's recent ATH. After earnings the stock dropped another 6%

Even though they posted a double beat, the market is focused on uncertainty and the pause in share buybacks. One could argue, the stock price was also kind of inflated recently, and a re-rating was due.

Netflix's focus remains on closing the deal with $WBD, yesterday they changed their offer to 100% cash. To fund this, they are taking on a huge $42B loan. Investors are not too excited about that.

What the market seems to be sleeping on, is the revenue from ads, which is now $1.5B and expected to increase to $3B in 2026. This will likely lead to higher margins, and could be a great flywheel for the next few years.

$NFLX continues to generate a huge amount of cash, shows solid growth, and with the likely integration of the whole HBO portfolio, I think they have a couple of great years ahead.

You currently pay a 33 forward PE, which is not cheap, but also not expensive for a quality moated company like Netflix

Netflix #NFLX 已正式調整其收購華納兄弟探索頻道 #WBD 旗下工作室和串流媒體資產的報價，改為全現金收購。

根據 CNBC 報道，Netflix 現在計劃以每股 27.75 美元的價格全額現金收購華納兄弟旗下的串流平台 HBO Max 和華納兄弟電影工作室。

Evan: Netflix $NFLX has officially adjusted its offer to acquire Warner Bros. Discovery's $WBD studio and streaming assets to an all-cash bid

Netflix now plans to pay $27.75 per WBD share entirely in cash to acquire WBD’s streaming platform HBO Max and the Warner Bros. film studio -

RT TacticzHazel
BREAKING: $NFLX Netflix upgrades Warner Bros ( $WBD) $83B bid to all-cash.

Netflix just announced that it was amending its $83 billion takeover deal for Warner Bros. to an all-cash deal, thus removing $4.50 in Netflix stock that had been a part of its initial winning offer.

Just a matter of time before they reel this in.