Key Points Netflix's messy acquisition battle does little to alter its dominance in the streaming market. E-commerce specialist Shopify has finally turned profitable and has a vast opportunity to tap. 10 stocks we like better than Netflix › Those who have held shares of Netflix (NASDAQ: NFLX) or Shopify (NASDAQ: SHOP) for a while are sitting pretty, as both companies have delivered outstanding returns over the long run, even with significant volatility along the way. Although they are far more matu ...

Financial Reporting Schedule - Major financial institutions are set to report earnings starting with JPMorgan Chase & Co. on Tuesday morning, followed by Bank of America Corporation, Wells Fargo & Company, and Citigroup Inc. on Wednesday [1] - The reporting continues with Morgan Stanley, Goldman Sachs Group Inc., and BlackRock Inc. on Thursday, maintaining the focus on financials [1] - The following Tuesday will see a significant number of reports, with 20 companies reporting, including Netflix Inc. after market close and various financial institutions throughout the day [1]

Netflix (NFLX) stock has been in a severe downtrend for the best part of three months. Today, we’re looking at a calendar spread on Netflix stock. More News from Barchart Calendar spreads are an option trade that involves selling a short-term option and buying a longer-term option with the same strike. Traders can use calls or puts and they can be set up to be neutral, bullish or bearish with neutral being the most common. When doing bullish calendar spreads, we typically use calls to minimize the as ...

Core Insights - Arizona Gold & Silver Inc. has appointed Dr. Lex Lambeck as Senior Vice President of Exploration, succeeding Mr. Greg Hahn who will take on the role of Vice Chair [1][6] - Dr. Lambeck has over 25 years of experience in mineral exploration and project development, with a strong background in managing large-scale projects and exploration programs [4][5] - The company aims to advance its flagship Philadelphia project and explore additional projects like Silverton and Sycamore Canyon under Dr. Lambeck's leadership [3][8] Company Overview - Arizona Gold & Silver Inc. focuses on uncovering precious metal resources in Arizona and Nevada, emphasizing sustainable practices and innovative exploration techniques [7] - The Philadelphia gold-silver property is the company's flagship asset, where drilling is ongoing to assess an epithermal gold-silver system ahead of an initial resource calculation [8] Leadership and Experience - Dr. Lambeck previously served as Vice President of Exploration at MAG Silver Corp., contributing to significant exploration programs and holding the position of Chief Geologist for the Deer Trail Project [2] - His expertise includes integrating geology, geochemistry, geophysics, and 3D geological modeling to support data-driven decision-making [5] - Mr. Hahn, with over 50 years in the mining industry, will continue to guide the company's growth as Vice Chair [6]

Core Insights - VSBLTY Groupe Technologies Corp. is expanding its Winkel Retail Media Network in Latin America, particularly in Mexico, by adding 5,300 stores, which will significantly enhance advertising reach at the Point of Sale [1] - The expansion is expected to triple the total number of stores in the network and accelerate revenue growth for Winkel Media by approximately 30% [1] - Winkel Media's CEO highlighted that leveraging existing infrastructure will improve profit margins by 25% or more, while also providing critical Point of Sale data for better ROI and inventory management [2] Group 1 - The joint venture includes partners such as ABInBev and Retailigent, focusing on building the largest in-store media network in Latin America, covering Mexico, Peru, and Colombia [1] - The strategic growth will enable the company to increase both direct and programmatic advertising sales, with potential monthly sales increases of up to 35% due to effective brand advertising [3] Group 2 - Winkel Media is recognized as a pioneer in retail digital out-of-home (DOOH) networks in Latin America, utilizing advanced facial detection technology to gather demographic data on customers [5] - The company provides data dashboard reports with custom KPIs, offering unique insights that enhance commercial strategies for brands [5]

Core Viewpoint - Netflix has made significant progress in developing the technology required for streaming live events, overcoming previous challenges faced in this area [1] Group 1: Company Developments - Netflix executives acknowledge that the process of enhancing live streaming capabilities has been more difficult than initially expected [1]

Company Overview - Warner Bros. Discovery (WBD) is undergoing a significant sale process, attracting attention due to the involvement of major media brands like Netflix, HBO, Paramount, CBS, CNN, and MTV [1] - David Ellison, CEO of Paramount, made a preemptive move to acquire Warner before its split into two companies, which led to a competitive bidding situation [2] Bidding Dynamics - Netflix made a surprising bid of $27.75 per share for HBO and Warner studios, which was deemed more valuable than Paramount's $30 per share offer for the entire company due to the perceived value of cable networks [3] - The Warner board preferred Netflix's offer due to its greater certainty of closure compared to Paramount's bid [3][4] Consumer Impact - From a consumer perspective, the ownership of Warner studios and HBO is crucial for maintaining a variety of quality productions at reasonable prices [5] - Netflix's pricing strategy, which offers low-cost services with ads and higher-priced ad-free options, has been successful and may benefit consumers if it acquires HBO [6] - If Paramount acquires Warner, it may lead to a merger of Paramount+ and HBO, potentially reducing consumer choice compared to Netflix's plan to keep HBO as a separate service [7] Regulatory Considerations - Any acquisition will face regulatory scrutiny, particularly regarding competition in the market [8] - Paramount+ is considered a subscale service that needs to merge with another player to compete effectively against larger companies like Disney and Amazon [8] - The market share analysis shows that Netflix combined with HBO Max would have about 28% market share, while Paramount with HBO Max would only have about 7% [11] Industry Implications - The merger of Paramount and Warner studios could lead to significant cost cuts, impacting jobs and reducing the number of major studios in the industry [9][10] - The acquisition could also affect the competitive landscape for theatrical releases, as Netflix has historically focused on streaming rather than theatrical distribution [10] - The advertising revenue dynamics would not significantly change the competitive landscape, regardless of which company acquires Warner [14] News Business Impact - Paramount's acquisition of CNN would streamline news operations but reduce the number of major news organizations, raising concerns about competition in the news sector [16] - The editorial direction of CNN under Paramount could shift, impacting the diversity of news programming available to consumers [16] Shareholder Interests - The primary concern for shareholders of Warner is to secure the highest price with the greatest certainty of payment [20] - Larry Ellison's personal guarantee of the Paramount bid has alleviated some concerns regarding equity financing, but issues surrounding debt financing remain [20]

Core Viewpoint - Netflix's stock experienced a significant decline of 19% following a 10-for-1 stock split, despite a prior increase of approximately 25% in 2025, outperforming major indices until mid-November [1]. Group 1: Stock Performance - Netflix shares were up about 25% until mid-November 2025, outperforming the S&P 500 and Nasdaq Composite [1]. - Following the stock split on November 17, shares fell 19% by January 9 [1]. Group 2: Reasons for Stock Decline - The decline in Netflix's stock is primarily due to missing Wall Street's earnings expectations in the third quarter, despite strong revenue growth from subscriber acquisition and retention [4]. - Concerns regarding the financing and integration of Warner Bros. Discovery's assets, amid a competitive bidding process, have created uncertainty around Netflix's future [5]. Group 3: Potential Catalysts for Recovery - Recent releases of highly anticipated content, such as the final season of Stranger Things and Guillermo del Toro's adaptation of Frankenstein, could drive subscriber growth [7][10]. - The opening of Netflix House locations, which provide immersive experiences related to popular shows, may enhance viewer engagement and attract new subscribers [8].

Core Insights - The company initiated new investments in Taiwan Semiconductor Manufacturing Company (TSM) and Netflix, Inc. (NFLX) during the quarter [2] Company Summaries - Taiwan Semiconductor Manufacturing Company (TSM) was identified as a new investment opportunity [2] - Netflix, Inc. (NFLX) was also recognized as a new investment target [2]

Core Viewpoint - Paramount Pictures has filed a lawsuit against Warner Bros Discovery, demanding disclosure of the valuation basis for its remaining cable business equity and more details regarding its deal with Netflix, while also planning to nominate its own candidates to Warner Bros' board to block Netflix's acquisition [1][2]. Group 1 - Paramount's proposal includes a full cash offer of $30 per share for Warner Bros, which it claims is superior to Netflix's offer of $27.75 per share in cash and stock [1]. - Paramount intends to propose amendments to Warner Bros' corporate bylaws, requiring shareholder approval for any transaction involving the divestiture of its cable business, which is a critical component of the Netflix deal [1]. - Warner Bros has rejected Paramount's latest bid of $108.4 billion, labeling it a "leveraged buyout" that would burden Warner Bros with $87 billion in debt [2]. Group 2 - Warner Bros has stated that Paramount's proposal does not surpass the collaboration agreement with Netflix, highlighting that Paramount has not improved its offer or addressed significant flaws in its proposal [2]. - The competition between Paramount and Netflix for Warner Bros and its extensive content library, including major IPs like "Harry Potter," "Game of Thrones," and the DC Comics universe, is intensifying [2].