Quiver Quantitative
JUST IN: Representative Ro Khanna has introduced legislation to curb corporate landlords from buying up housing.

Trump recently signaled support for this idea, we will see if it receives a vote. https://t.co/xxib9YAAoR
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Fiscal.ai
Fiscal AI just launched a brand new Search Modal 🔍

Cut out the extra clicks and go straight to specific page you're looking for.

For example:
- Amazon Income Statement
- Nvidia Segments & KPIs
- Netflix Investor Relations https://t.co/nZfVMwTD4k
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Brady Long
RT @meetaugustai: Most people using Health AI aren’t experiencing obvious emergencies. They’re caught between a symptom and uncertainty or anxiety, wondering if they should panic or go back to sleep.

This is where emergency escalation accuracy matters most: accurately identifying what’s actually urgent vs. what’s a false alarm.

@meetaugustai an “AI doctor,” benchmarks 100% on the metric that both patients and doctors actually care about. All other major LLMs don’t stand a chance (see chart).

Try for free: https://t.co/eQCtiteXRG
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Dimitry Nakhla | Babylon Capital®
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
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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

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 - Dimitry Nakhla | Babylon Capital®
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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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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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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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