Earlier this week President Trump demanded that Netflix remove former Obama and Biden official Susan Rice from its board of directors. In Trump's words on Truth Social, “Netflix should fire racist, Trump Deranged Susan Rice, IMMEDIATELY, or pay the consequences.
Your move, Netflix. A day after Warner Bros. Discovery stunned the industry and the business world by extending merger talks with Paramount, Netflix shares jumped 6% as of the final minutes of Wednesday trading.
In the latest development to the Warner Bros. Discovery transaction, Paramount Skydance has submitted its best-and-final offer at $31 per share, all-cash, for 100% of the company. WBD's preliminary response is that the amended PSKY offer could "reasonably" emerge as a "Company Superior Proposal" against the current merger agreement with Netflix, Inc. Confirmation on this front would trigger a four-business-day window for Netflix to "match-or-walk," setting up the most consequential catalyst since the deal was announced in December.
As events are leaning toward David Ellison and Paramount prevailing in its $108 billion hostile-takeover bid for Warner Bros Discovery, almost a dozen Republican state attorneys general are insisting that the federal government heavily scrutinize Netflix's bid for the iconic studio.
Netflix is oversold after a 30% decline, presenting a long-term buying opportunity despite Warner Bros. acquisition uncertainty. NFLX maintains robust fundamentals: 325M subscribers, double-digit growth, 29.5% margins, and a strong $9B liquidity position versus $13.5B debt. Build-A-Bear Workshop offers upside with record sales, double-digit EPS growth, aggressive store expansion, and a debt-free balance sheet supporting dividends and buybacks.
The podcasts in the streamer's debut crop, including “The Pete Davidson Show,” have revived metaphysical questions about the definition of the medium.
Netflix, Inc. has evolved into a cultural phenomenon, unifying cross-generational audiences and expanding beyond streaming into merchandising and events. Recent hits like KPop Demon Hunters and ongoing franchise expansion signal a strategic pivot toward diversified revenue streams and broader demographic reach. Despite past concerns over cyclicality and subscriber churn, NFLX now boasts pricing power, resilient subscriber growth, and industry-leading value per hour of consumption.
NFLX shares slide 8% after Q4 results despite revenue and EPS beat, as 2026 guidance and Warner Bros. deal concerns cloud the outlook.
History shows the “loser” in high-stakes bidding wars usually gets the last laugh — and the better stock performance.
The planned meetings, which have yet to be reported, could include a face-to-face sit-down between CEO Ted Sarandos and President Trump.
The President didn't exactly weigh in on the Netflix-Warner Bros. Discovery deal over the weekend.
President Donald Trump said in a social media post Saturday that Netflix will “pay the consequences” if it doesn't fire Susan Rice, who has served as the company's board of directors since 2018.