Netflix is in early talks with SiriusXM to make the satellite radio giant’s video podcasts exclusive to its platform, the latest step in the streamer’s push into podcasting, multiple outlets reported Wednesday.A person familiar with the discussions told TheWrap that the proposed deal would give Netflix exclusive rights to distribute SiriusXM’s top shows — cutting off rivals like YouTube, which currently dominates the video podcast market.The Post has sought comment from Netflix and SiriusXM, which are yet t ...

Core Insights - Netflix executed a 10-for-1 stock split, its first in nearly a decade, driven by a significant increase in stock price, which reached $1,100, and impressive operating results [2][3] - ServiceNow announced a 5-for-1 stock split, pending shareholder approval, coinciding with its third-quarter results [4][5] Company Performance - Netflix's revenue increased by 538% over the past decade, with net income rising by 5,800%, leading to a stock price surge of 922% [3] - ServiceNow reported a 22% year-over-year revenue growth to $3.4 billion, with subscription revenue also climbing 22% to $3.3 billion, resulting in adjusted EPS of $4.86, a 29% increase [7] - ServiceNow's remaining performance obligation (RPO) grew 24% year-over-year to $24.3 billion, indicating strong future demand [8] Market Position and Analyst Sentiment - ServiceNow's customer cohort growth shows existing customers have increased their total contract value by 288% since 2010, reflecting ongoing success [9] - Analysts are overwhelmingly bullish on ServiceNow, with 89% rating the stock a buy or strong buy, and an average price target of approximately $1,155, suggesting a potential upside of 26% [11] - Morgan Stanley analysts have a higher price target of $1,315, indicating potential gains of 44%, citing robust execution and effective AI strategy [12] Valuation Considerations - ServiceNow's current valuation stands at 107 times earnings and 44 times next year's expected earnings, reflecting a premium valuation typical for high-growth stocks [13] - The stock has gained 3,530% since its 2012 IPO, significantly outperforming the S&P 500's 399% gains [13][14]

Netflix正面临一个幸福的烦恼。 今年夏季《K-POP猎魔女团》意外成为Netflix史上最火爆的动画音乐电影，上映以来持续霸榜超过四个 月，已吸引超过3.25亿次观看，原声歌曲仍占据Billboard榜单。 尽管如此，零售商和玩具制造商在影片上映前对这部原创动画并不看好，几乎没有提前布局。因此与之 配套的玩具产品却要到明年一、二季度才能上市，错失今年圣诞购物季的黄金销售期。 根据Adobe数据，仅美国消费者在11月和12月的线上消费预计将超过2500亿美元，同比增长5.3%。 分析认为，对这家流媒体公司而言，消费品业务仍是小生意，玩具和服装更多被视为节目营销工具而非 收入来源。真正的挑战在于能否将《K-POP猎魔女团》打造成其首个拥有版权的重磅儿童IP，这将带 来远超圣诞玩具销售的长期收益。 零售商的集体误判 凭借口碑传播、洗脑配乐和病毒式网络热度，这部讲述三位歌手阻止恶魔占领地球的影片迅速登顶 Netflix史上最受欢迎电影。 影片火爆后，各类企业开始主动联系Netflix，尤其是来自K-POP发源地东亚的公司： Lee说： 我们现在接不过来所有来电。 目前消费者能在零售商或Netflix在线商店找到 ...

After two weeks, romantic comedy Nobody Wants This has dropped to second place on Netflix’s top 10 list. https://t.co/WlYrUa3edT ...

Netflix said on Wednesday that ads on its platform have reached over 190 million monthly active viewers (MAVs) globally, as the streaming giant instituted the new metric to measure its ad reach in ter... ...

Netflix wants its ads to be as personal as its content recommendations. "People expect a lot of innovative things to come out of Netflix, given what we've done over the past 25 years in the business," Amy Reinhard, Netflix's ads president, said on Wednesday. "The thing that I'm most excited about is these interactive and modular formats, because these are the start of our personalization journey, and they add a ton of flexibility and optionality into what we're trying to do."Three years into Netflix's ad e ...

Traditional stock-split announcements have slowed in the second half of 2025, reflecting more cautious corporate sentimentNetflix’s (NASDAQ: NFLX) 10-for-1 split bucks the trend as its management signals renewed confidence, despite a sagging stock priceRecent splitters like NVDA, WMT, and AVGO saw their shares soar, but CMG shows that bullish results aren’t guaranteedIt’s been a minute since we’ve touched on traditional stock splits. Our last look at this type of share-price engineering came in Q2, when r ...

Netflix (NFLX) announced a new user metric on Wednesday, stating in a blog post that its $7.99 ad tier, now three years old, has reached "critical scale in all markets," with ads on its platform reaching more than 190 million monthly active viewers (MAV) in October. The new metric encompasses members who have watched at least one minute of ads on Netflix per month. The number is then multiplied by the estimated average number of people per household, as determined from Netflix's first-party research. MAV ...

Netflix (NFLX) announced a new platform metric on Wednesday, stating in a blog post that its $7.99 ad tier, now three years old, has reached "critical scale in all markets," with ads on its platform reaching more than 190 million monthly active viewers (MAV) in October. The new metric encompasses members who have watched at least one minute of ads on Netflix per month. The number is then multiplied by the estimated average number of people per household, as determined from Netflix's first-party research. ...

Consumers trim household costs elsewhere to keep spending on must-have streaming services, including most favored: NetflixCAMBRIDGE, United Kingdom, Nov. 05, 2025 (GLOBE NEWSWIRE) -- A third of U.S. streamers (34%) say they have cut back on other household expenses specifically to keep paying for their streaming subscriptions. That’s according to a newly released “Streaming Squeeze” research report from Bango (AIM:BGO), examining how streaming fans are coping with rising costs. As inflation continues to squ ...