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Forbes· 2025-12-01 20:00
Netflix Removes Casting From Phones To ‘Most’ TVs—Here’s What Still Workshttps://t.co/pNjdrV4fag https://t.co/O5E5WasUGp ...
Netflix would be ‘killing three birds with one stone’ by buying Warner Brothers Discovery, BofA says
Fortune· 2025-12-01 18:54
The global media industry is standing at the precipice of a “historic transformation,” with Warner Bros. Discovery (WBD) positioned directly at the “epicenter” of a significant shift in asset valuation and competitive strategy, according to Bank of America (BofA) Global Research. With WBD the focus of intense consolidation efforts, attracting bids from at least three key players: Paramount Skydance (PSKY), Netflix (NFLX), and Comcast (CMCSA), BofA sees nothing less than “industry realignment” as the result ...
Netflix Co-CEO Ted Sarandos to Participate in the UBS Global TMT Conference
Prnewswire· 2025-12-01 17:00
more press release views with Request a Demo Also from this source NETFLIX HOUSE PHILADELPHIA IS NOW OPEN. WELCOME TO OUR HOME! You've invited us into your home for more than two decades, and now, we're able to return the favor by welcoming you into ours. Consider this your... Accessibility StatementSkip Navigation LOS GATOS, Calif., Dec. 1, 2025 /PRNewswire/ -- Netflix, Inc. (Nasdaq: NFLX) announced today that Ted Sarandos, Co-CEO, will participate in a fireside discussion at the UBS Global TMT Conference ...
1 Artificial Intelligence (AI) Stock to Buy Hand Over Fist Right Now
The Motley Fool· 2025-12-01 15:30
You may want to consider buying this not-so-obvious AI stock on its recent 20% pullback.There is so much hype surrounding artificial intelligence (AI) right now that some wonder whether the market has entered bubble territory, akin to the internet's early years in the late 1990s. The dot-com bubble ended with a vicious bear market, and some of the most-hyped stocks took years to recover, if at all.History may rhyme, but it's never a word-for-word, bar-for-bar duplicate of the past. Some AI stocks trade at u ...
Netflix:流媒体无可争议的王者,但涨势恐难持续
美股研究社· 2025-12-01 10:49
【如需和我们交流可扫码添加进社群】 Netflix (纳斯达克代码:NFLX)或许可以说是一只颇具争议的公司 —— 市场上既有坚定的 支持者,也有强烈的质疑者。 但随着近期市场波动性上升,分析师的投资兴趣开始浓厚。按照 分析师的交易风格,近期价格下跌开始寻找潜在的逆向交易机会。 估值对比:增长与盈利优势显著 第三季度业绩:盈利不及预期,营收与现金流表现稳健 第三季度,网飞的业绩呈现明显的疲软迹象。市场负面反应主要源于每股收益(EPS)大幅不 及预期 —— 仅为 5.87 美元(净利润 25.5 亿美元)。不过,与巴西税务部门的持续纠纷对 这一令人失望的表现产生了重大影响(涉及 6.19 亿美元的一次性支出)。遗憾的是,这导致 每股收益同比增长率不足 9%—— 考虑到当前估值,这一增速本身就相当平淡。根据业绩指 引,巴西税务问题预计还将导致全年运营利润率下降 1 个百分点。因此,过去两周市场抛售该 股的反应具有一定合理性。 当前真正的问题是,此次下跌是否为网飞创造了新的进入机会?从积极方面来看,第三季度营 收达 115 亿美元,同比增长 17%,轻松达到市场共识预期。营收的稳定增长得益于网飞的广 告业务(其关注 ...
热点快速轮动成“日常”
Yang Zi Wan Bao Wang· 2025-11-30 22:53
扬子晚报网12月1日讯(记者范晓林)今天是周一,上周五金富科技(003018)5连板,茂业商业 (600828)4连板,海欣食品(002702)、海王生物(000078)3连板,梦天家居(603216)8天6板。全 市场成交额1.59万亿元,较上日成交额缩量1254亿元。全市场超4100只个股上涨。板块题材上,钛白 粉、乳业、商业航天板块活跃。梦天家居、雷科防务(002413)实现反包涨停,消费股海欣食品盘中上 演"地天板",昨日缩量反包涨停的国晟科技(603778)也继续实现连板晋级,短线人气在昨日触及冰点 后得以展开强修复。分析认为,热点大概率仍维持快速轮动的主基调。 榕基软件:目前经营情况正常不存在公司应披露而未披露的重大事项 榕基软件(002474)(002474.SZ)公告称,公司股票交易价格连续3个交易日内收盘价格跌幅偏离值累计 超过20%,属于股票交易异常波动情形。经核实,公司前期披露信息不存在需要更正、补充之处,近期 经营情况正常,内外部经营环境未发生重大变化,公司、控股股东及实际控制人不存在关于公司的应披 露而未披露的重大事项。 B.外围市场 纳指收涨0.65%英特尔大涨10% 上周五美股因 ...
White House officials have raised antitrust concerns over Netflix's bid for Warner Bros. Discovery: sources
New York Post· 2025-11-30 21:30
Core Viewpoint - Netflix's interest in acquiring Warner Bros. Discovery has raised significant antitrust concerns among senior White House officials, who fear that such a deal could grant Netflix excessive power in the Hollywood ecosystem [1][7][10]. Group 1: Antitrust Concerns - A high-level meeting among White House officials discussed the unique antitrust concerns posed by Netflix, suggesting that a successful acquisition could trigger a lengthy investigation similar to those faced by Google and Amazon [2][3]. - Officials expressed that Netflix's existing market dominance, combined with the acquisition of a major streaming service, could stifle competition in the industry [4][10]. - There is a possibility of a broader investigation into Netflix's market power, as officials believe its size could hinder competition in the streaming sector [2][10]. Group 2: Acquisition Dynamics - Warner Bros. Discovery's board has set a deadline for a second round of offers, with Netflix expected to submit a revised bid for the studio and HBO Max [4][9]. - Other competitors, such as Paramount Skydance and Comcast, are also expected to increase their bids for Warner Bros. Discovery, indicating a competitive bidding environment [5][6][9]. - If Netflix's bid is successful, it could lead to a protracted investigation by the Department of Justice, potentially expanding to examine Netflix's overall operations [17][18]. Group 3: Regulatory Landscape - Netflix's legal team is advocating that the acquisition would not violate antitrust laws based on the theory of "category ambiguity," arguing that the streaming market is too diverse for traditional antitrust concerns to apply [11][13]. - Despite some support for this argument, skepticism remains among senior White House officials regarding Netflix's substantial influence in the media landscape [14][15]. - Concerns have been raised about Netflix's power over content creators and talent, aligning with a broader regulatory agenda focused on anti-competitive practices in media and technology [15][18].
Netflix is Still Cheap Here - Shorting Out-of-the-Money Puts Works Well
Yahoo Finance· 2025-11-30 14:00
Netflix, Inc. (NFLX) completed a 10-for-1 stock split as of Nov. 17, reducing the price from over $1,100 to $107.58 as of Friday, Nov. 28. That makes it much easier to sell short out-of-the-money (OTM) put options for income. As a result, less collateral is required to sell short one put contract. Moreover, it makes it easier to set a lower potential buy-in point. This article will show why. More News from Barchart NFLX stock - last 3 months - Barchart - As of Nov. 28, 2025 Higher Values for NFLX Stock ...
Netflix: Undisputed Streaming King, But Rally Looks Vulnerable (NASDAQ:NFLX)
Seeking Alpha· 2025-11-30 13:00
Core Viewpoint - Netflix, Inc. (NFLX) is characterized as a controversial stock with strong supporters and critics in the market [1] Company Analysis - The article does not provide specific financial metrics or performance indicators for Netflix, Inc. [1] Market Sentiment - There is a division among investors regarding Netflix, with both fans and detractors expressing their views [1]
Netflix: Undisputed Streaming King, But Rally Looks Vulnerable
Seeking Alpha· 2025-11-30 13:00
Core Viewpoint - Netflix, Inc. (NFLX) is characterized as a controversial stock with strong opinions from both supporters and critics in the market [1] Group 1 - The company has a significant following and detractors, indicating a polarized view among investors [1] - The analysis of Netflix is informed by over two decades of trading experience across various asset classes [1]