VisionWave Holdings Positions Itself at the Center of the Global Shift Toward Autonomous Defense Intelligence with New Military Leadership, Expanding Pilots, and a Clear Path Toward Multi-Year Contract Revenue

VisionWave Holdings (NASDAQ: VWAV) is rapidly emerging as one of the most strategically positioned AI-defense technology companies in the market today.

Anchored by its proprietary Vision-RF and Evolved Intelligence™ platforms—built for autonomous sensing, high-precision radar intelligence, and battlefield-ready AI decision support—the company has secured more than 50 granted patents and established pilot programs across the U.S., Israel, India, and multiple Gulf-region partners.

These early-stage deployments include a $216,000 live-fire evaluation with a UAE defense prime, U.S. Army C-UAS submissions, Israeli border security tests, and a 10-year collaboration framework in India.

With the global defense radar market expected to nearly double from 2025 to 2034, VWAV’stechnology is aligned with what militaries worldwide are actively prioritizing: automation, faster intelligence cycles, and integrated threat detection.

The company’s recent advisory board expansion—adding Admiral (Ret.) Eli Marum, Ambassador (Ret.) Ned L. Siegel, and former UK MP Ben Everitt—signals a decisive move into large-scale commercialization.

These appointments bring deep command-level, diplomatic, and procurement expertise that dramatically strengthens VWAV’s ability to convert pilots into multi-year production contracts expected to ramp in 2026. Combined with a debt-free balance sheet and a $50 million equity line to fuel deployment and scaling, VisionWave is positioning itself for a major revenue inflection point as military customers shift from testing to adopting next-generation AI defense systems.

Learn why VWAV is becoming one of the most closely watched defense-AI companies of 2025 and beyond

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Just For You

Netflix Stock Drops 35%+ After Q4 as WBD Deal Risk Rises

Written by Leo Miller. Published: 1/23/2026. 

Summary

• Netflix shares are in the midst of a huge drawdown that began in the middle of 2025.
• The company’s latest earnings didn’t provide a respite, sending shares even lower.
• With valuation multiples near an over two-year low, and analysts eyeing upside, is NFLX poised for a big recovery?

Entertainment giant Netflix (NASDAQ: NFLX) just reported its much-anticipated Q4 and full-year 2025 financial results. The stock closed down roughly 3% on Jan. 21 in reaction — the latest sign of souring sentiment around the once-loved name.

Since hitting an all-time split-adjusted high near $134 on June 30, 2025, the stock has been on a steep downward trajectory. Note that Netflix performed a ten-for-one stock split in November, moving its share price from well over $1,100 to the $110 range. Overall, shares are down about 37% from their mid-2025 peak.

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The company has given investors a lot to think about. With growth expected to moderate and uncertainty surrounding its Warner Bros. Discovery (NASDAQ: WBD) acquisition, many market participants are pulling back. Now, the stock trades at its lowest forward price-to-earnings (P/E) ratio in over two years.

Given the circumstances, should investors exercise caution around Netflix? Or is this an opportunity to capitalize on the stock’s steep decline?

Netflix Hits Its Marks in Q4, But Signals Growth Slowdown

In its latest quarter, Netflix posted solid results, but only beat Wall Street forecasts by a slim margin.

Sales came in at $12.05 billion, an increase of 18%, narrowly above expectations of $11.97 billion. Adjusted earnings per share (EPS) was $0.56 — a split-adjusted rise of more than 30% and a $0.01 beat to estimates.

For 2026, Netflix guided to full-year sales of $51.2 billion at the midpoint, implying growth of roughly 13%. That would be a noticeable deceleration from the company’s full-year 2025 growth rate of about 16%. The company also expects free cash flow (FCF) of roughly $11 billion, or approximately 16% growth.

If FCF grows near or modestly above this rate over many years, it could help justify the stock’s current valuation. However, as streaming becomes more competitive and less novel, sustaining strong organic growth may prove difficult.

Thus, the company’s planned acquisition of Warner Bros. will play a major role in Netflix’s path forward as it looks to convert new assets into higher sales and profits.

WBD Deal: Netflix’s Big Splash Still Has Big Question Marks

Netflix is positioning the Warner Bros. deal as the growth accelerator the stock needs. During the earnings call, CEO Ted Sarandos said, “We’re working really hard to close the acquisition of Warner Bros. Studios and HBO, which we see as a strategic accelerant.”

Last quarter, the WBD segments generated about $5.28 billion in revenue and $1 billion in adjusted EBITDA. The deal could materially boost Netflix’s EBITDA — which averaged roughly $3.4 billion over the last four quarters — and integrating WBD’s content and production capabilities could improve engagement and subscriber growth, supporting higher long-term revenue.

However, the company is paying a steep price: the deal is valued at $82.7 billion, and Netflix recently made its WBD offer all-cash. That increases the financial strain since WBD shareholders won’t receive Netflix stock as consideration. Netflix also said it would suspend share buybacks to help finance the acquisition, removing a key EPS tailwind after repurchasing nearly $9.2 billion of stock in 2025.

Still, the biggest uncertainty is whether Netflix will actually complete the WBD acquisition. The deal appears likely to face significant antitrust scrutiny, and regulatory approval is far from guaranteed. There’s also a meaningful chance that Paramount Skydance (NASDAQ: PSKY) raises its offer above the current $30 per share, which could result in Netflix losing out on WBD.

Analysts Eye +35% Gains, But Uncertainty Shrouds NFLX

The consensus price target on Netflix currently sits near $121.

That implies upside of about 41%. MarketBeat tracked analysts who updated their price targets on Jan. 21 following the earnings release.

Price targets released on Jan. 21 averaged roughly $117, which still implies strong upside of about 38%.

Though analysts’ targets look optimistic, the market appears wary — likely because of acquisition uncertainty and questions about future earnings. Despite near-term risks, the stock could be too cheap to ignore.

The stock’s forward P/E ratio, near 27x, is its lowest since October 2023, suggesting the shares are trading at a discount relative to recent history.

If Netflix successfully closes and integrates WBD, the long-term benefits could be substantial. Overall, those potential gains — balanced against regulatory and integration risks — skew the outlook on Netflix shares to the upside.

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