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.
Morning Movers
03 Mar 2026
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