2025 Q3 -tulosraportti
82 päivää sitten37 min
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
90,05VWAP
Alin
88,32VaihtoMäärä
4 949,6 55 579 523
VWAP
Ylin
90,05Alin
88,32VaihtoMäärä
4 949,6 55 579 523
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 20.1. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 21.10.2025 | |
| 2025 Q2 -tulosraportti | 17.7.2025 | |
| Vuosittainen yhtiökokous 2025 | 5.6.2025 | |
| 2025 Q1 -tulosraportti | 17.4.2025 | |
| 2024 Q4 -tulosraportti | 21.1.2025 |
Datan lähde: FactSet, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
1 päivä sitten1 päivä sitten*Buying Netflix*😄 Me watching it drop by 8% right after I bought:
1 päivä sitten1 päivä sittenHmm, why not before?
·1 päivä sittenI asked Chatgpt about a concrete probability and price weighting for the Netflix stock, as professional investors often model a binary strategic outcome (acquisition vs. no acquisition). I take Netflix as a starting point and the scenario where a large acquisition (e.g., Paramount-related assets) either succeeds, partially succeeds, or falls through. ⸻ 📊 Scenario analysis: probability × price per share 🟥 Scenario 1: The acquisition fails completely Probability: ~30 % What happens: • No deal or regulatory blocking • The market reverses “acquisition premium” • Focus back on organic growth, ads, and price increases Estimated price range (12 months): ➡️ $95 – $105 Midpoint used in model: $100 ⸻ 🟨 Scenario 2: Partial success (most realistic) Probability: ~40 % What happens: • Netflix buys parts (studio, catalog, partnerships) or • Full deal, but with regulatory restrictions • Synergies come, but slowly • Debt and integration keep multiples in check Estimated price range (12–24 months): ➡️ $120 – $135 Midpoint used in model: $128 ⸻ 🟩 Scenario 3: Full success (best case) Probability: ~30 % What happens: • The acquisition goes through relatively cleanly • Strong IP utilization, subscription growth, and ARPU boost • Netflix becomes clearly dominant global entertainment platform • The market prices higher long-term cash flow Estimated price range (18–36 months): ➡️ $150 – $165 Midpoint used in model: $158 ⸻ 🧮 Probability-weighted “fair value” Calculation: • 30 % × $100 = $30.0 • 40 % × $128 = $51.2 • 30 % × $158 = $47.4 🎯 Probability-weighted value: ≈ $128–130 per share ⸻ 📌 How to interpret this as an investor If today's price is: • Under $115 → attractive risk/reward given upside • $120–130 → approximately correctly priced • Over $140 → the market prices near best case ⸻ 🎯 My professional conclusion • The acquisition provides option value, not a sure foundation • The Netflix case still relies on: • subscription growth • ads • price increases • free cash flow • Best case ($150–165) is realistic, but not base case 👉 I would describe Netflix now as: “Quality company with asymmetric upside, but significant event risk.” What do people think about the different outcomes? I consider there to be good upside and that the acquisition succeeds completely or partially.
1 päivä sitten1 päivä sittenThe acquisition is happening, it will take time but it will go through. WB wants to sell all, Netflix wants all, they agree and the odds of something being able to block that is extremely slim. They aren’t getting a big enough market share in production and streaming to be shut down becauseof monopoly so it will come through. The big question here is how long will it take Netflix to make it profitable as it comes with a lot of debt, a lot of decisions on how to utilise and a lot of work to start using the studios, moving content and platforms etc. My best guess is that the share price will stay low over the next 6 months at least and when the deal is approved from all angles and the «hand-over" is secured then the journey upwards will begin and it will probably fluctuate in an upwards trend for 2-3 years. Now it’s all about being patient on when to enter and then hold it for some years and then cash out and buildout own cinema in your basement with a premium Netflix subscription 🤌🏽
·5.1.Incredible how much turmoil that trade has caused on the stock price, and it looks like it just continues,
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q3 -tulosraportti
82 päivää sitten37 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 1 päivä sitten1 päivä sitten*Buying Netflix*😄 Me watching it drop by 8% right after I bought:1 päivä sitten1 päivä sittenHmm, why not before?
- ·1 päivä sittenI asked Chatgpt about a concrete probability and price weighting for the Netflix stock, as professional investors often model a binary strategic outcome (acquisition vs. no acquisition). I take Netflix as a starting point and the scenario where a large acquisition (e.g., Paramount-related assets) either succeeds, partially succeeds, or falls through. ⸻ 📊 Scenario analysis: probability × price per share 🟥 Scenario 1: The acquisition fails completely Probability: ~30 % What happens: • No deal or regulatory blocking • The market reverses “acquisition premium” • Focus back on organic growth, ads, and price increases Estimated price range (12 months): ➡️ $95 – $105 Midpoint used in model: $100 ⸻ 🟨 Scenario 2: Partial success (most realistic) Probability: ~40 % What happens: • Netflix buys parts (studio, catalog, partnerships) or • Full deal, but with regulatory restrictions • Synergies come, but slowly • Debt and integration keep multiples in check Estimated price range (12–24 months): ➡️ $120 – $135 Midpoint used in model: $128 ⸻ 🟩 Scenario 3: Full success (best case) Probability: ~30 % What happens: • The acquisition goes through relatively cleanly • Strong IP utilization, subscription growth, and ARPU boost • Netflix becomes clearly dominant global entertainment platform • The market prices higher long-term cash flow Estimated price range (18–36 months): ➡️ $150 – $165 Midpoint used in model: $158 ⸻ 🧮 Probability-weighted “fair value” Calculation: • 30 % × $100 = $30.0 • 40 % × $128 = $51.2 • 30 % × $158 = $47.4 🎯 Probability-weighted value: ≈ $128–130 per share ⸻ 📌 How to interpret this as an investor If today's price is: • Under $115 → attractive risk/reward given upside • $120–130 → approximately correctly priced • Over $140 → the market prices near best case ⸻ 🎯 My professional conclusion • The acquisition provides option value, not a sure foundation • The Netflix case still relies on: • subscription growth • ads • price increases • free cash flow • Best case ($150–165) is realistic, but not base case 👉 I would describe Netflix now as: “Quality company with asymmetric upside, but significant event risk.” What do people think about the different outcomes? I consider there to be good upside and that the acquisition succeeds completely or partially.1 päivä sitten1 päivä sittenThe acquisition is happening, it will take time but it will go through. WB wants to sell all, Netflix wants all, they agree and the odds of something being able to block that is extremely slim. They aren’t getting a big enough market share in production and streaming to be shut down becauseof monopoly so it will come through. The big question here is how long will it take Netflix to make it profitable as it comes with a lot of debt, a lot of decisions on how to utilise and a lot of work to start using the studios, moving content and platforms etc. My best guess is that the share price will stay low over the next 6 months at least and when the deal is approved from all angles and the «hand-over" is secured then the journey upwards will begin and it will probably fluctuate in an upwards trend for 2-3 years. Now it’s all about being patient on when to enter and then hold it for some years and then cash out and buildout own cinema in your basement with a premium Netflix subscription 🤌🏽
- ·5.1.Incredible how much turmoil that trade has caused on the stock price, and it looks like it just continues,
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
90,05VWAP
Alin
88,32VaihtoMäärä
4 949,6 55 579 523
VWAP
Ylin
90,05Alin
88,32VaihtoMäärä
4 949,6 55 579 523
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 20.1. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 21.10.2025 | |
| 2025 Q2 -tulosraportti | 17.7.2025 | |
| Vuosittainen yhtiökokous 2025 | 5.6.2025 | |
| 2025 Q1 -tulosraportti | 17.4.2025 | |
| 2024 Q4 -tulosraportti | 21.1.2025 |
Datan lähde: FactSet, Quartr
2025 Q3 -tulosraportti
82 päivää sitten37 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 20.1. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 21.10.2025 | |
| 2025 Q2 -tulosraportti | 17.7.2025 | |
| Vuosittainen yhtiökokous 2025 | 5.6.2025 | |
| 2025 Q1 -tulosraportti | 17.4.2025 | |
| 2024 Q4 -tulosraportti | 21.1.2025 |
Datan lähde: FactSet, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 1 päivä sitten1 päivä sitten*Buying Netflix*😄 Me watching it drop by 8% right after I bought:1 päivä sitten1 päivä sittenHmm, why not before?
- ·1 päivä sittenI asked Chatgpt about a concrete probability and price weighting for the Netflix stock, as professional investors often model a binary strategic outcome (acquisition vs. no acquisition). I take Netflix as a starting point and the scenario where a large acquisition (e.g., Paramount-related assets) either succeeds, partially succeeds, or falls through. ⸻ 📊 Scenario analysis: probability × price per share 🟥 Scenario 1: The acquisition fails completely Probability: ~30 % What happens: • No deal or regulatory blocking • The market reverses “acquisition premium” • Focus back on organic growth, ads, and price increases Estimated price range (12 months): ➡️ $95 – $105 Midpoint used in model: $100 ⸻ 🟨 Scenario 2: Partial success (most realistic) Probability: ~40 % What happens: • Netflix buys parts (studio, catalog, partnerships) or • Full deal, but with regulatory restrictions • Synergies come, but slowly • Debt and integration keep multiples in check Estimated price range (12–24 months): ➡️ $120 – $135 Midpoint used in model: $128 ⸻ 🟩 Scenario 3: Full success (best case) Probability: ~30 % What happens: • The acquisition goes through relatively cleanly • Strong IP utilization, subscription growth, and ARPU boost • Netflix becomes clearly dominant global entertainment platform • The market prices higher long-term cash flow Estimated price range (18–36 months): ➡️ $150 – $165 Midpoint used in model: $158 ⸻ 🧮 Probability-weighted “fair value” Calculation: • 30 % × $100 = $30.0 • 40 % × $128 = $51.2 • 30 % × $158 = $47.4 🎯 Probability-weighted value: ≈ $128–130 per share ⸻ 📌 How to interpret this as an investor If today's price is: • Under $115 → attractive risk/reward given upside • $120–130 → approximately correctly priced • Over $140 → the market prices near best case ⸻ 🎯 My professional conclusion • The acquisition provides option value, not a sure foundation • The Netflix case still relies on: • subscription growth • ads • price increases • free cash flow • Best case ($150–165) is realistic, but not base case 👉 I would describe Netflix now as: “Quality company with asymmetric upside, but significant event risk.” What do people think about the different outcomes? I consider there to be good upside and that the acquisition succeeds completely or partially.1 päivä sitten1 päivä sittenThe acquisition is happening, it will take time but it will go through. WB wants to sell all, Netflix wants all, they agree and the odds of something being able to block that is extremely slim. They aren’t getting a big enough market share in production and streaming to be shut down becauseof monopoly so it will come through. The big question here is how long will it take Netflix to make it profitable as it comes with a lot of debt, a lot of decisions on how to utilise and a lot of work to start using the studios, moving content and platforms etc. My best guess is that the share price will stay low over the next 6 months at least and when the deal is approved from all angles and the «hand-over" is secured then the journey upwards will begin and it will probably fluctuate in an upwards trend for 2-3 years. Now it’s all about being patient on when to enter and then hold it for some years and then cash out and buildout own cinema in your basement with a premium Netflix subscription 🤌🏽
- ·5.1.Incredible how much turmoil that trade has caused on the stock price, and it looks like it just continues,
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
90,05VWAP
Alin
88,32VaihtoMäärä
4 949,6 55 579 523
VWAP
Ylin
90,05Alin
88,32VaihtoMäärä
4 949,6 55 579 523
Välittäjätilasto
Dataa ei löytynyt