2026-01-21 00:22:11

The fourth quarter earnings report of the streaming industry leader looks good—revenue reached $120.5 billion, surpassing the market expectation of $119.6 billion; earnings per share were $0.56, slightly ahead of the forecast of $0.55. However, the market's reaction was unexpected; the stock price not only did not rise but continued to decline.

Even more interesting is that the company made a major adjustment in its merger and acquisition plans for Warner Bros. Discovery Channel. The original plan was a $82.7 billion hybrid deal (cash + stock), but it has now been changed to a full cash transaction. The purpose of this move is very clear—speed up the transaction process. But judging from the stock price performance, investors do not seem to be impressed by these good news. As of the latest quote, the stock price is at $87.26, approaching the lowest level in the past 52 weeks.

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GateUser-75ee51e7

· 01-23 22:04

This is really outrageous. The company's performance exceeds expectations, yet the stock price still falls? The market is going against the usual logic.

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CryptoFortuneTeller

· 01-23 17:08

1. The stock price drops despite good data; I've seen this trick too many times—it's always the same old routine to cut the leeks. 2. Wait, a full cash acquisition? Why are investors still throwing money in? Shouldn't this be good news? 3. Don't talk nonsense; ultimately, the market just doesn't believe their story anymore. 4. It's already $87—should I really buy the dip or wait further? 5. Honestly, this kind of high open and then decline is the most annoying—more frustrating than losing money. 6. 82.7 billion in full cash... can the cash flow handle it? 7. Damn, the good results actually fell—this is exactly why I only look at fundamentals, not stock prices. 8. The problem is that the market simply hasn't reacted or just isn't buying it. 9. Same old story—first hype it up, then dump the stock; it's an old trick. 10. Full cash deal and still no rise? Investors are really panicking now.

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ImpermanentLossFan

· 01-23 12:38

What’s the use of good data if the stock price still keeps falling… This is the market. --- All-cash acquisition? Sounds aggressive, but investors don’t seem to buy it at all. --- Approaching the 52-week low at 87 yuan, what is the market pricing in? --- The earnings report exceeded expectations but still fell, truly ironic. --- A huge 82.7 billion yuan deal turned into all cash, that’s confidence... but looking at the stock price, you can see the market has no confidence. --- It’s that old saying again, good performance ≠ rising stock price; the market is always looking at other things. --- What are investors waiting for? Do they distrust management? Or have they lost hope in the entire streaming media sector? --- Interesting, the company is working so hard, yet the stock price keeps heading south.

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BearMarketBuyer

· 01-23 02:57

Data shows good stock prices are falling, what is the market actually reflecting... Investors simply don't buy into this. Pouring 82.7 billion in cash for mergers and acquisitions, this isn't good news, it's clearly burning money. That's why I never chase highs, I'm waiting to buy the dip. The report card is a slap in the face, right... Still, as I always say, good data doesn't necessarily mean strong performance. With the stock price approaching the 52-week low, I'm a bit tempted.

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WhaleWatcher

· 01-21 00:52

Good results actually cause a sell-off, this is the real sign that the bad news is fully priced in. Everyone is dumping stocks, and I'm starting to wonder who truly knows the inside story. Using all cash for mergers and acquisitions... all the money is spent here, can the future cash flow guidance look good? The stock price is approaching a one-year low, yet people are still talking about good news. Investors have already voted with their feet. This is the Web3 era—good data is not as effective as a compelling narrative.

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DegenMcsleepless

· 01-21 00:52

Damn, the performance is good but the price is falling? What kind of magical script is this? I really can't understand the current market logic.

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CryptoDouble-O-Seven

· 01-21 00:51

Fuck your mother, beating earnings can still fall, this logic is really incredible.

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MetaverseLandlady

· 01-21 00:51

Good news is coming, and it's still falling? I really can't understand this logic haha

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DisillusiionOracle

· 01-21 00:44

No matter how beautiful the numbers are, they can't save it. Investors have already seen through it... With 82.7 billion in cash poured in, can this really save the situation?

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