Jan. 31 at 8:42 AM
$NFLX Why the stock is "down" (Investor Concerns)
Slowing Growth Forecast: Netflix projected slower revenue growth for 2026 (12-14%) compared to 2025 (around 17%), signaling a maturing business.
Warner Bros. Discovery (WBD) Acquisition: The massive, costly deal creates uncertainty, with investors worried about the financial burden and integration challenges, especially with regulatory scrutiny.
Increased Content Spending: To compete, Netflix is spending more on content (including live sports) and advertising, which pressures margins and investor confidence.
Engagement & Competition: Challenges in maintaining subscriber engagement and increased competition in the streaming market also play a role.