Operates a global subscription streaming service offering movies, TV series, and original content.Yahoo Finance ↗netflix.com ↗
3 takes · first discussed Jan 25, 2025 · last Jan 10, 2026
Click a call to see the price move since it aired.
Jason is a shareholder in Netflix and highlights strong subscriber and stock performance, expressing delight at the company's execution.
Sacks picks Netflix as potentially the worst performing asset of 2026 if it doesn't close the Warner Brothers deal, citing commoditization pressure from rivals with deep content libraries and creator backlash against its cost-plus-10% terms shrinking its content pipeline.
The hosts hold a mixed but increasingly cautious view of Netflix. Jason is straightforwardly bullish as a shareholder, pointing to strong subscriber growth and stock performance as evidence of solid execution. Sacks acknowledges Netflix's dominance as the clear market leader in streaming with the largest market cap — and the player Hollywood fears most — but his stance has shifted notably over time: while he recognized Netflix's strength, he also flagged serious antitrust risks around a potential Warner Bros. Discovery acquisition that could block the deal. Looking further out, Sacks turns outright bearish, warning that if Netflix fails to close a major content deal, it faces commoditization pressure from rivals with deeper libraries and a shrinking content pipeline driven by its unfavorable creator payment model — potentially making it the worst-performing asset of 2026.
Jason is a shareholder in Netflix and highlights strong subscriber and stock performance, expressing delight at the company's execution.
I am a shareholder and I am delighted. I don't know what's going on over there, but they seem to be getting their subs right, and that disgraciado of a fight seems to have somehow driven the stock price up, and there's some strategy that's”1:36:23
Sacks picks Netflix as potentially the worst performing asset of 2026 if it doesn't close the Warner Brothers deal, citing commoditization pressure from rivals with deep content libraries and creator backlash against its cost-plus-10% terms shrinking its content pipeline.
It would be Netflix if they don't close the Warner Brothers deal. I do think Netflix's service is being challenged from all sides with deep content libraries... their content library's gonna shrink because of the natural economic forces.”1:12:41