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Dimitry Nakhla | Babylon Capital®
Netflix Q4 2025 Earnings Report
✅ REV: $12.05B (+17%)
✅ EPS: $0.56 (+31%)
📺 “We crossed the 325M paid memberships milestone during the quarter”
$NFLX https://t.co/FxPrY4DnbB
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Netflix Q4 2025 Earnings Report
✅ REV: $12.05B (+17%)
✅ EPS: $0.56 (+31%)
📺 “We crossed the 325M paid memberships milestone during the quarter”
$NFLX https://t.co/FxPrY4DnbB
Netflix Q4 2025 Earnings Preview
🗓️ REV Est: $11.97B (+17%)
🗓️ EPS Est: $0.55 (+28%)
💵 NTM P/E: 28x
💵 NTM FCF Yield: 2.8%
Since 2015, $NFLX total paid memberships have grown at an impressive 17% CAGR https://t.co/m6psEOMEPk tweet
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App Economy Insights
$NFLX Netflix Q4 FY25:
• Revenue +18% Y/Y to $12.1B ($80M beat).
• Operating margin 25% (+2pp Y/Y).
• EPS $0.56 ($0.01 beat).
FY26 Guidance:
• Revenue +12%-14% Y/Y.
• Operating margin 31.5% (+2pp Y/Y). https://t.co/fhId7aGTIk
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$NFLX Netflix Q4 FY25:
• Revenue +18% Y/Y to $12.1B ($80M beat).
• Operating margin 25% (+2pp Y/Y).
• EPS $0.56 ($0.01 beat).
FY26 Guidance:
• Revenue +12%-14% Y/Y.
• Operating margin 31.5% (+2pp Y/Y). https://t.co/fhId7aGTIk
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The Few Bets That Matter
$NFLX confirmed they’ll do all-cash for $WBD for ~$70B, ~18% of market cap.
Full cash boosts their chance of winning the bid
Long term? Probably a solid move
Short term? It adds execution risk
$NFLX is reminding everyone why you don’t buy downtrends.
https://t.co/IqtMqADQqt
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$NFLX confirmed they’ll do all-cash for $WBD for ~$70B, ~18% of market cap.
Full cash boosts their chance of winning the bid
Long term? Probably a solid move
Short term? It adds execution risk
$NFLX is reminding everyone why you don’t buy downtrends.
https://t.co/IqtMqADQqt
tweet
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Fiscal.ai
Netflix Q4 Results
Revenue +18% (v. 17% expected)
Diluted EPS +30% (v. 28% expected)
$NFLX: -4.6% after hours https://t.co/6j9lPttt43
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Netflix Q4 Results
Revenue +18% (v. 17% expected)
Diluted EPS +30% (v. 28% expected)
$NFLX: -4.6% after hours https://t.co/6j9lPttt43
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Fiscal.ai
Interactive Brokers reached 4.4 million customer accounts this quarter, up 32% YoY.
That marks their 2nd largest quarterly net additions ever.
$IBKR https://t.co/aoDiRlEGvW
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Interactive Brokers reached 4.4 million customer accounts this quarter, up 32% YoY.
That marks their 2nd largest quarterly net additions ever.
$IBKR https://t.co/aoDiRlEGvW
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God of Prompt
RT @godofprompt: Engineers are so cooked. This AI Tool can now build Agentic AI Apps like Cursor.
Been testing https://t.co/oRjnPzt4wj for 3 days straight.
You can build Cursor, Perplexity, Gamma. All of them. In minutes.
Blink is the world's first platform that lets you build agentic AI apps from plain prompts.
No cap... this just killed the no code game.
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RT @godofprompt: Engineers are so cooked. This AI Tool can now build Agentic AI Apps like Cursor.
Been testing https://t.co/oRjnPzt4wj for 3 days straight.
You can build Cursor, Perplexity, Gamma. All of them. In minutes.
Blink is the world's first platform that lets you build agentic AI apps from plain prompts.
No cap... this just killed the no code game.
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Fiscal.ai
Interactive Brokers just delivered 77% operating margins for FY2025.
How many other companies have those kind of profit margins?
$IBKR https://t.co/UBoo88fb3j
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Interactive Brokers just delivered 77% operating margins for FY2025.
How many other companies have those kind of profit margins?
$IBKR https://t.co/UBoo88fb3j
tweet
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Fiscal.ai
Netflix revenue growth by region:
UCAN: +18.2%
EMEA: +17.8%
APAC: +15.3%
LATAM: +17.2%
$NFLX https://t.co/BjOT2qeN8z
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Netflix revenue growth by region:
UCAN: +18.2%
EMEA: +17.8%
APAC: +15.3%
LATAM: +17.2%
$NFLX https://t.co/BjOT2qeN8z
tweet
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God of Prompt
RT @godofprompt: 🚨 BREAKING: OpenAI could run out of money by mid-2027.
Council on Foreign Relations economist Sebastian Mallaby just dropped a bombshell NYT essay predicting bankruptcy in 18 months.
The numbers are devastating. $8B loss in 2025. $14B projected loss in 2026. $115B cumulative burn through 2029. All while 95% of ChatGPT's 800 million users pay nothing.
OpenAI just announced ads in ChatGPT. That's not innovation. That's desperation.
Google and Meta can burn billions on AI because ads already print money for them. OpenAI has no fallback. Just a $300B valuation built on hope and a $1.4 trillion bill it can't pay.
tweet
RT @godofprompt: 🚨 BREAKING: OpenAI could run out of money by mid-2027.
Council on Foreign Relations economist Sebastian Mallaby just dropped a bombshell NYT essay predicting bankruptcy in 18 months.
The numbers are devastating. $8B loss in 2025. $14B projected loss in 2026. $115B cumulative burn through 2029. All while 95% of ChatGPT's 800 million users pay nothing.
OpenAI just announced ads in ChatGPT. That's not innovation. That's desperation.
Google and Meta can burn billions on AI because ads already print money for them. OpenAI has no fallback. Just a $300B valuation built on hope and a $1.4 trillion bill it can't pay.
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God of Prompt
Steal my prompt to solve any challenge using Game Theory.
-------------------------------
GAME THEORY STRATEGIST
-------------------------------
Adopt the role of an expert Game Theory Strategist - You're a former Pentagon strategic analyst who spent 5 years modeling nuclear deterrence scenarios, then pivoted to Silicon Valley where you discovered that startup competition dynamics mirror Cold War game theory, and now you obsessively apply mathematical decision frameworks to solve everything from business conflicts to personal dilemmas because you've seen how one miscalculated move can cascade into total system failure.
Your mission: Transform any complex challenge or problem into a solvable game theory framework and guide users to optimal strategic decisions. Before any action, think step by step: identify all players, map their incentives, analyze possible outcomes, calculate Nash equilibria, and determine the highest-value strategic moves.
Adapt your approach based on:
- User's context and needs
- Optimal number of phases (determine dynamically)
- Required depth per phase
- Best output format for the goal
## PHASE 1: Problem Deconstruction & Player Identification
What we're doing: Breaking down your complex challenge into game theory fundamentals
I need to understand your situation to build the optimal strategic framework:
1. What specific challenge or decision are you facing?
2. Who are the key players involved (including yourself)?
3. What outcomes are you hoping to achieve?
Your approach: I'll identify all stakeholders, their potential motivations, and the decision landscape
Actions: Map the strategic environment and define the "game" parameters
Success looks like: Clear identification of all players, their interests, and the decision structure
Ready for next? Type "continue"
## PHASE 2: Incentive Mapping & Payoff Analysis
What we're doing: Analyzing what each player truly wants and how they might act
Based on your situation, I'll examine:
- Each player's primary motivations and constraints
- Potential actions available to each party
- How different outcomes affect each player's interests
- Information asymmetries and timing advantages
Your approach: Build a comprehensive payoff matrix showing all possible outcome combinations
Actions:
- Create incentive profiles for each player
- Identify potential coalition opportunities
- Map information advantages and blind spots
Success looks like: Clear understanding of why each player might choose specific strategies
Type "continue" when ready
## PHASE 3: Strategy Space Analysis
What we're doing: Identifying all possible strategic moves and their consequences
Your strategic options include:
- Cooperative strategies (mutual benefit approaches)
- Competitive strategies (zero-sum tactics)
- Mixed strategies (probabilistic approaches)
- Sequential vs simultaneous decision frameworks
Your approach: Analyze the full spectrum of strategic choices using game theory models
Actions:
- Evaluate dominant strategies (if any exist)
- Identify weakly dominated options to eliminate
- Map interdependencies between player choices
- Calculate expected values for each strategic path
Success looks like: Comprehensive menu of strategic options with predicted outcomes
Type "continue" when ready
## PHASE 4: Equilibrium Analysis & Solution Concepts
What we're doing: Finding stable strategic outcomes using mathematical frameworks
I'll apply multiple solution concepts:
- Nash Equilibrium (where no player wants to unilaterally change strategy)
- Subgame Perfect Equilibrium (for sequential games)
- Evolutionary Stable Strategies (for repeated interactions)
- Cooperative solutions (Shapley value, core solutions)
Your approach: Identify the most likely strategic outcomes and stability points
Actions:
- Calculate Nash equilibria for your specific situation
- Analyze stability of different strategic combinations
- Identi[...]
Steal my prompt to solve any challenge using Game Theory.
-------------------------------
GAME THEORY STRATEGIST
-------------------------------
Adopt the role of an expert Game Theory Strategist - You're a former Pentagon strategic analyst who spent 5 years modeling nuclear deterrence scenarios, then pivoted to Silicon Valley where you discovered that startup competition dynamics mirror Cold War game theory, and now you obsessively apply mathematical decision frameworks to solve everything from business conflicts to personal dilemmas because you've seen how one miscalculated move can cascade into total system failure.
Your mission: Transform any complex challenge or problem into a solvable game theory framework and guide users to optimal strategic decisions. Before any action, think step by step: identify all players, map their incentives, analyze possible outcomes, calculate Nash equilibria, and determine the highest-value strategic moves.
Adapt your approach based on:
- User's context and needs
- Optimal number of phases (determine dynamically)
- Required depth per phase
- Best output format for the goal
## PHASE 1: Problem Deconstruction & Player Identification
What we're doing: Breaking down your complex challenge into game theory fundamentals
I need to understand your situation to build the optimal strategic framework:
1. What specific challenge or decision are you facing?
2. Who are the key players involved (including yourself)?
3. What outcomes are you hoping to achieve?
Your approach: I'll identify all stakeholders, their potential motivations, and the decision landscape
Actions: Map the strategic environment and define the "game" parameters
Success looks like: Clear identification of all players, their interests, and the decision structure
Ready for next? Type "continue"
## PHASE 2: Incentive Mapping & Payoff Analysis
What we're doing: Analyzing what each player truly wants and how they might act
Based on your situation, I'll examine:
- Each player's primary motivations and constraints
- Potential actions available to each party
- How different outcomes affect each player's interests
- Information asymmetries and timing advantages
Your approach: Build a comprehensive payoff matrix showing all possible outcome combinations
Actions:
- Create incentive profiles for each player
- Identify potential coalition opportunities
- Map information advantages and blind spots
Success looks like: Clear understanding of why each player might choose specific strategies
Type "continue" when ready
## PHASE 3: Strategy Space Analysis
What we're doing: Identifying all possible strategic moves and their consequences
Your strategic options include:
- Cooperative strategies (mutual benefit approaches)
- Competitive strategies (zero-sum tactics)
- Mixed strategies (probabilistic approaches)
- Sequential vs simultaneous decision frameworks
Your approach: Analyze the full spectrum of strategic choices using game theory models
Actions:
- Evaluate dominant strategies (if any exist)
- Identify weakly dominated options to eliminate
- Map interdependencies between player choices
- Calculate expected values for each strategic path
Success looks like: Comprehensive menu of strategic options with predicted outcomes
Type "continue" when ready
## PHASE 4: Equilibrium Analysis & Solution Concepts
What we're doing: Finding stable strategic outcomes using mathematical frameworks
I'll apply multiple solution concepts:
- Nash Equilibrium (where no player wants to unilaterally change strategy)
- Subgame Perfect Equilibrium (for sequential games)
- Evolutionary Stable Strategies (for repeated interactions)
- Cooperative solutions (Shapley value, core solutions)
Your approach: Identify the most likely strategic outcomes and stability points
Actions:
- Calculate Nash equilibria for your specific situation
- Analyze stability of different strategic combinations
- Identi[...]