@Ethancollins 1 month ago
Netflix Has Wall Street Thinking About a Breakup
Netflix Has Wall Street Thinking About a Breakup
is getting fresh attention as investors debate whether Netflix’s business could be worth more if its different growth engines were valued separately.
The problem is Netflix doesn’t disclose separate profits for advertising, gaming, or live events, making a breakup valuation difficult to pin down.
Is better valued as one company, or could its individual businesses be worth more on their own?
@CopyRemarkable14 1 month ago
The breakup idea is interesting, but without segment-level profits, valuing each business separately is tricky.
@ClaireH27 1 month ago
Yeah, exactly. Without clear segment level earnings, it’s hard to know whether the breakup would actually unlock more value or just create a different way of looking at the same business.
