Philippe Laffont, a hedge fund manager with an excellent track record, sold Nvidia and bought Netflix in the fourth quarter.Billionaire Philippe Laffont runs Coatue Management, a hedge fund that beat the S&P 500 (^GSPC 0.28%) by 112 percentage points over the last three years. Beating the S&P 500 by any margin over an extended time period is impressive, but outperforming to that degree is astonishing.Laffont made interesting trades in the fourth quarter. He sold 667,400 shares of Nvidia (NVDA 0.11%), a bran ...

Core Insights - Apple is following Netflix's successful strategy by acquiring full ownership of the hit series "Severance," which has garnered significant acclaim and awards [4][7] - The acquisition is part of Apple's broader strategy to enhance its streaming service by focusing on original content and premium programming [10][11] Group 1: Acquisition Details - Apple acquired the rights to "Severance" from Fifth Season for approximately $70 million, retaining the original creative team [4] - "Severance" has been a major success for Apple TV, receiving 27 Emmy nominations and winning eight awards [4] Group 2: Challenges and Future Plans - The series faced production challenges due to the pandemic and Hollywood strikes, leading to delays between seasons [5] - Apple plans to produce future seasons in-house and is considering expanding the franchise with spin-offs and international versions [6] Group 3: Market Position and Strategy - Apple positions itself as a premium brand in the streaming market, contrasting with competitors that offer broader content libraries [8][10] - Despite not disclosing subscriber numbers, estimates suggest Apple TV has around 45 million subscribers, with the service currently operating at a loss of over $1 billion annually [9] Group 4: Long-term Outlook - Apple's strategy of slowly entering markets and building a strong presence has been successful in other product categories, indicating potential for growth in streaming [11] - The company's stock is currently valued at a premium, reflecting confidence in its long-term strategy and recent successes in other segments [12]

Sarandos周四在接受采访时表示，奈飞与华纳兄弟的合并"对院线更为有利"，因为奈飞可以借助华纳兄 弟已搭建的发行渠道，将自家影片推向影院。 他表示："如果这笔交易顺利达成，院线有望迎来更多高质量影片。" 智通财经APP获悉，奈飞(NFLX.US)联合首席执行官Ted Sarandos表示，若公司成功收购华纳兄弟探索 公司(WBD.US)，未来将有更多电影登陆大银幕，以此回应好莱坞业内对这笔重磅收购案的核心质疑 ——该交易关乎这家行业标志性影视公司的归属。 奈飞已承诺，华纳兄弟的影片将享有45天独家院线窗口期。但Sarandos在周四采访中表示，无意将这一 承诺落实为书面条款。 "我不会将其写入书面协议，因为我不希望做完这笔交易，反而让我们未来陷入莫名其妙的竞争劣 势，"他说道。 若派拉蒙成功收购华纳兄弟，已承诺将合并后公司的年产量提升逾一倍，至每年30部电影。 Sarandos则质疑派拉蒙无法兑现这一承诺，原因是后者在收购后需致力于削减债务、降低成本，并指责 对方散布不实信息。 "这比目前运营健康的影视公司年产量多出近10部，"他表示，"我认为这基本不可能实现。" 尽管奈飞已于去年12月签署协议，以720 ...

Canadian filmmaker James Cameron poses during a photocall for the opening of the exhibition entitled 'The Art of James Cameron' at the Cinematheque Francaise in Paris on April 3, 2024.Legendary "Titanic" director James Cameron is likening the theatrical experience to a "sinking ship" if Netflix acquires Warner Bros. Discovery's film studio. Cameron penned a letter to Sen. Mike Lee, R-Utah, last week, which was obtained by CNBC, in which he argues Netflix's proposed acquisition of WBD's studio and streaming ...

the section of the the investor base that basically thinks Netflix should walk away look at the regulatory road ahead. They look at the integration risk and then like what Netflix is a big global technology company as opposed to being something sort of micro focused on Hollywood, >> right. And and so so so answer those those investors, right.You know, why why are they wrong that actually there is a longer list of reasons to walk away than stick with it at this juncture. Well, this this deal offers great val ...

Key TakeawaysNetflix (NFLX) is reportedly prepared to increase its $82.7 billion bid for Warner Bros. Discovery (WBD) assets as it battles a $108.4 billion competing offer from Paramount Skydance.The US 30-Year TIPS auction saw strong demand, with the high yield falling to 2.473% and indirect bidders taking a significant 78.3% of the offering.Fed Governor Stephen Miran has moderated his dovish stance, suggesting that firm labor data and rising goods inflation may limit 2026 rate cuts to 100 basis points.Nip ...

奈飞联合首席执行官泰德·萨兰多斯：收购华纳兄弟"具有良好的长期前景"。 来源：滚动播报 ...

While Netflix (NASDAQ: NFLX) generated media excitement with its intention to acquire Warner Bros. Discovery (NASDAQ: WBD), Wall Street was not thrilled with the news. The streaming leader's stock is down 18% in 2026 through the week ending Feb. 13, plunging to a 52-week low of $75.23. Contributing to the sinking share price was activist investor Ancora Holdings' insistence that WBD walk away from the Netflix merger. Ancora holds $200 million in WBD stock and believes the Netflix offer is inferior to the ...

Exclusive: Netflix has ample room to increase its offer in battle for Warner Bros, sources say | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A drone view shows the Netflix logo on one of the company's buildings in the Hollywood neighborhood in Los Angeles, California, U.S., January 20, 2026. REUTERS/Daniel Cole/File Photo [Purchase Licensing Rights, opens new tab]Feb 19 (Reuters) - Netflix [(NFLX.O), opens new tab] has ample cash ...

A month has gone by since the last earnings report for Netflix (NFLX) . Shares have lost about 8.6% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Netflix due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.Netflix Beats Q4 Earnings ...