2026년 3월 3일

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NFLX Future Without WBD: Advertising & Streaming Catalog Offer Bull Case

After Paramount Skydance (PSKY) seemingly won the bidding war for Warner Bros. Discovery (WBD), Alicia Reese turns to her expectations on the future of Netflix (NFLX). She believes a merger would have enhanced Netflix's catalog, though she sees the company's core business as one that will prosper without merging. Alicia notes Netflix's ad stack having a strong case for forward growth.

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