$NFLX dropped 6% after Q3 Earnings results.EPS: $5.87 vs. $6.97 est. (16% shortfall)Revenue: $11.51B – Bang on estimates.What to watch next: $TSLA earnings results!Meanwhile, #BTC only changed +0.23% in 24 hours. Still voting for crypto? Or want to change your comments now? #StocksVSCrypto ...

Group 1 - Netflix's third-quarter revenue met expectations but earnings were impacted by a tax dispute in Brazil, leading to a 6% drop in shares during extended trading [1] - Despite challenges, Netflix remains the dominant player in the streaming industry, with no immediate threats from competitors like Warner Bros. Discovery and Comcast [2] - The success of Netflix's original content, particularly the film "KPop Demon Hunters," which garnered 325 million views, contributed to its strong advertising sales in the third quarter [3] Group 2 - Warner Bros. Discovery is considering a sale, with Netflix reportedly interested, while the company is also undergoing a split into two entities [2] - Comcast's NBCUniversal is spinning off its cable networks, indicating ongoing adjustments in the legacy media landscape as it adapts to the streaming era initiated by Netflix [2] - Netflix's ability to generate significant viewership and advertising revenue showcases its continued influence and operational success in the media industry [3]

Core Insights - "KPop Demon Hunters" is the most-watched film in Netflix's history with 325 million views and was the first Netflix movie to top the box office chart during its limited theatrical release [1] - Netflix's third-quarter revenue rose to $11.5 billion, with net income totaling $2.5 billion, reflecting an increase from $2.36 billion in the same quarter of 2024 [4] - The company is on track to double its sales by 2025, despite a drop in overall operating margin from an expected 31% to 28% due to a dispute with Brazilian tax authorities [3][4] Revenue and Viewership - The third-quarter slate helped Netflix achieve a record share of television time in the U.S. and Britain, with significant viewership for events like the live super middleweight bout between Terence Crawford and Canelo Alvarez, attracting over 41 million viewers globally [2] - The success of "KPop Demon Hunters" has led to high demand for its soundtrack and character costumes, and the company has announced a deal with Mattel and Hasbro for related merchandise starting in 2026 [1] Strategic Shifts - Netflix is diversifying its entertainment offerings, including a podcast deal with Spotify and a new gaming strategy aimed at encouraging group play [7] - The company is pivoting its content strategy to include more live sports, YouTubers, creators, and podcasters to enhance viewer engagement and grow its advertising business [10] Competitive Landscape - Netflix faces competition from Paramount Pictures, which is attracting talent with substantial budgets and theatrical releases, as well as from YouTube and Amazon Prime Video, which are expanding their offerings [5][6] - Analysts express concerns that Netflix's focus on non-core business strategies, such as podcasting and gaming, may dilute its core content quality, potentially impacting its leading status in the streaming market [8][9]

Core Viewpoint - The analysis indicates that while Netflix maintains solid quality, the potential for significant upside appears limited, leading to a rating downgrade [1]. Company Analysis - Netflix is currently being priced by the market as a solid company, but the growth potential is perceived to be thin [1]. - The analysis emphasizes a fundamental approach to evaluating Netflix, focusing on its valuation and growth prospects [1]. Market Context - The report reflects a broader perspective on the financial market, highlighting the importance of identifying undervalued stocks with growth potential [1].

（全球TMT2025年10月22日讯）今日要点：马斯克威胁得不到高额薪酬就离开特斯拉；苹果与三星显示合作开发大尺寸iPad折叠屏；特许通讯 将裁员近1200人；Anthropic和谷歌洽谈云计算交易；OpenAI发布AI浏览器ChatGPT Atlas；微软CEO薪酬跃升至9650万美元；华纳兄弟探索考 虑潜在出售。 马斯克威胁得不到高额薪酬就离开特斯拉 埃隆·马斯克(Elon Musk)近期表示，若未能获得高额薪酬，他将考虑离开特斯拉(Tesla)或辞去首席执行官职务。特斯拉股东即将对一项可能跨 越十年的新薪酬方案进行投票，该方案中的股票期权规模引发争议，潜在价值预估可达1万亿美元。马斯克对于批评的声音在社交媒体上强硬 回应：特斯拉的市值超过所有其他汽车制造商的总和。你们希望让其中哪位CEO来执掌特斯拉？马斯克强调了自己对于特斯拉的不可替代性。 苹果与三星显示合作开发大尺寸iPad折叠屏 苹果公司试图通过引入超大尺寸可折叠屏重新定义iPad，但该项目在开发过程中遭遇技术难题，可能导致发布时间推迟。知情人士透露，苹果 对于这款目标售价约3000美元设备已筹划数年，原本计划于2028年发布，但由于重量、功能设计 ...

Corporate Developments and Analyst Insights - JPMorgan has reduced its price target for Netflix (NFLX) to $1,275, maintaining a neutral rating while balancing long-term optimism with cautious near-term outlook following stock rallies [2][10] - Jefferies has raised its price target for Intuitive Surgical (ISRG) to $560 from $550, following previous adjustments and citing tariff impacts on gross margins [3] - Piper Sandler has also increased its target for Intuitive Surgical to $595 from $575, driven by strong second-quarter performance and raised full-year procedure guidance [3] - Advent International is reportedly exploring a $2 billion sale of its Parfums De Marly business [4] Geopolitical and Policy Landscape - Efforts are ongoing to restore external power to Ukraine's Zaporizhzhia Nuclear Power Plant, with both Russian and Ukrainian forces cooperating to establish ceasefire zones for repairs, highlighting persistent safety risks [5][10] - Japan is set to unveil a new economic package focusing on counter-inflationary measures, growth investment, and national security, including potential tax cuts and expanded subsidies [6][10] - The U.S. pharmaceutical industry faces significant policy threats as a price probe raises the possibility of new drug tariffs, which could lead to higher domestic prices and potential drug shortages [7][10] - The UK Treasury is expected to address tax loopholes for online giants as part of broader efforts to tackle fiscal challenges [8] - Sweden's Prime Minister and Ukraine's President are scheduled for a joint visit, focusing on military aid and reconstruction as part of a bilateral security cooperation agreement [9] Market Performance and Trends - Global equity markets are showing signs of recovery, with Nasdaq futures gaining 0.11% and S&P 500 futures rising 0.18%, indicating a cautious recovery in equity markets [11][10] - The USD/JPY pair has stabilized at 151.835, influenced by the Bank of Japan's monetary policy and Japan's economic outlook [11][10] - Thailand's financial markets are experiencing inflows into bonds and stock funds, attributed to a weakening U.S. dollar and attractive valuations in Thai equities [12]

Core Insights - Netflix is fully committed to leveraging generative artificial intelligence (AI) on its streaming platform, viewing it as a major focus for enhancing user experience and content creation [1][2] Group 1: AI Integration in Netflix - Netflix has been utilizing machine learning and AI for title recommendations, production, and promotion for several years [2] - The company sees generative AI as a significant opportunity to improve recommendations, advertising, and content creation [2] - Recent projects, such as "Happy Gilmore 2," utilized generative AI for character de-aging, while the series "Billionaires' Bunker" employed AI tools for wardrobe and set design [3] Group 2: Industry Concerns and Responses - There are widespread concerns in the entertainment industry regarding AI potentially replacing human workers and the implications of using human-created content [4] - Netflix CEO Ted Sarandos emphasized that while AI can enhance storytelling, it cannot replace the creativity of human storytellers, expressing confidence in AI's role in improving storytelling [4] - The entertainment industry remains skeptical about AI's growing presence, as evidenced by backlash against companies like Particle6, which aimed to create AI-generated actors [5] Group 3: Labor Relations and AI Guidelines - The recent SAG-AFTRA actors' strike highlighted concerns over AI in Hollywood, leading to the establishment of contractual AI protections for performers [6] - In response to these concerns, Netflix has released new AI-focused production guidance aimed at encouraging responsible use of AI tools among creators [6]

take a look at what it's like to watch in XR. >> I love Netflix and I'm excited that the Netflix app is available on Galaxy XR and in fact we're the only XR device with it. I can resize the windows just like this and I can push it back just at the right distance so that I can enjoy my personal theater.This is actually perfect for some me time. to reveal the most extraordinary. ...

格隆汇10月22日｜派杰投资：将奈飞(NFLX.US)目标价下调至1400美元，原为1500美元。 ...

Group 1 - Warner Bros. Discovery (WBD) rejected a cash-based acquisition offer from Paramount Skydance at nearly $24 per share, totaling slightly below $60 billion [1][2] - The rejection indicates that the market perceives the offer as insufficient in terms of valuation and premium, suggesting a need for a public bidding process to achieve a higher price [2] - Warner Bros. Discovery previously proposed a split into two companies (streaming and traditional film business) to unlock value, reinforcing the belief that the value from a split or sale could exceed a single buyer's offer [2] Group 2 - Following the news of the rejected offer, Warner Bros. Discovery's stock price rose over 12% during trading, closing up 10.97% at $20.33 [1]