Let's talk official line which is CBS saying listen this is a business decision right yes but with that Colbear is the highest rated late night show host amongst all the late night show hosts correct so CBS says that they were losing money they've been losing money on the show and I think that's probably true even though the ratings for him are better than the other shows audience levels are better the advertising has fallen fallen off tremendously all over network TV. It's fallen off and and that's sort of ...

Financial Performance & Guidance - Netflix beat estimates and raised guidance, but the stock reaction was slightly negative [1][4] - Guggenheim Securities raises its target on Netflix to $450 from $400 with a buy rating [1] - The drivers of the beat and raise are sustainable, generating incremental momentum [6] Content Strategy & Engagement - Netflix is expanding shows, titles, genres, geographies, and formats to appeal to a broader audience [3] - Engagement, measured by hours consumed, grew modestly (1%) in the first six months compared to membership growth (close to double digits), raising concerns [7] - Engagement trends are expected to improve in the second half of the year due to a more robust content slate, including returning series and new films [8][9] - Live content and sports are increasingly important for long-term growth [10] Advertising - Advertising is growing at a very high rate and expected to more than double this year, becoming a more significant contributor to financials [11][12][13] - Netflix has built out its advertising technology and relationships, expecting growth in the back half of the year and into next year [13] Industry Dynamics - Paramount is facing challenges due to cord-cutting and a transition to a new ownership structure under Sky Dance [15] - Paramount has great assets and is hoped to be well-positioned after the transition [16]

Financial Metrics & Outlook - Netflix's operating margin is forecasted at 29% [1] - The company aims to be judged by normal financial metrics [4] - Focus shifts to content spending, efficiency improvements, cash flow, and earnings in place of subscriber numbers [5] Subscriber & Engagement Analysis - Netflix will no longer report subscriber numbers [1] - Engagement, especially with a strong second-half lineup, will be a key metric [1] - Subscriber growth in the US is largely saturated [5] Ad Revenue & Strategy - Netflix is focused on growing ad revenue on its platform [3] - The company is embracing live events like sports to boost the ad business [3] - Netflix is exploring ad-supported tiers, potentially generating more revenue per user than higher-priced, ad-free tiers if viewership is high enough [9] Competition - Competition from newer entrants like YouTube and TikTok is a point of interest [6] Stock Performance - Netflix's stock is up 41% year-to-date in 2025 [4] - There are questions about whether current expectations are already priced into the stock [4]

Sean McNelte is creator and writer of the Wake Up Entertainment Business newsletter at the Ankler. And Sean, it's great to see you. Um, look, it's almost like there's nothing to talk about because they're just firing on all cylinders.So, you know, what am I what am I missing. What what could be around the corner. Or is it, to quote the analyst last hour, has Netflix just become TV now.Uh, that's certainly true. You're talking about a service that's in probably about close to 90 million US homes, which is pr ...

Financial Performance - Netflix is expected to see mid-teens revenue growth [5] - Netflix is expecting 30% earnings growth this year [5] - Elevated earnings growth is expected to continue over the next few years [6] Advertising Strategy & Monetization - Netflix has significant room to grow in monetizing engagement [2] - Advertising growth is a key area of focus for understanding future growth [3] - Netflix's early stage advertising monetization allows revenue to flow to the bottom line [5] - Building in-house technology and partnering with third-party platforms like The Trade Desk allows for different ways to monetize inventory [8] - Netflix is in the early stages of advertising monetization compared to other streamers [8] Strategic Initiatives & Competitive Landscape - Netflix is leaning into advantages of the traditional ecosystem, like sporting events [10] - Disrupting traditional ecosystems with events like sports puts pressure on competitors [10]

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG, AMZN either through stock ownership, options, or other derivatives. I wrote this article ...

Company Restructuring and Strategy - Yahoo underwent a significant restructuring after spinning out of Verizon in September 2021, including re-establishing the company, restructuring operations, bringing in a new team, and redoing the revenue model [2] - Yahoo refocused on its original mission as a trusted guide to the internet, leveraging its history dating back to 1995 [6] - Yahoo's monetization strategy shifted to directly selling premium ads and re-establishing a salesforce, while also moving into subscription and leaning back into search [3] - Yahoo is partnering with almost every LLM and has launched AI products across its various platforms, including Yahoo Mail, Fantasy Sports, Finance, and News [25] M&A Activities - Yahoo sold assets like TechCrunch and Rivals, focusing on its news aggregator app [8] - Yahoo acquired Artifact, a news app founded by Instagram founders, to enhance its news aggregation capabilities [7][8] - Yahoo is open to M&A for adding verticals but hasn't found the right deal, particularly after considering frothy prices post-COVID [31][32] Competitive Landscape and Market Position - Yahoo competes with various companies in different verticals, leveraging its multiple properties [13] - Yahoo is still a top-five traffic property in the US and globally, even among Gen Z [12] - Yahoo emphasizes its first-party relationship with users, with 75% of impressions from logged-in users, leading to better conversion rates for advertisers [20] Advertising Market and Performance - Yahoo is seeing growth despite market challenges, attributing it to its turnaround and rebuilding efforts [17] - Yahoo's ad sales strategy includes direct sales and leveraging its DSP, competing with Trade Desk, Google DB3, and Amazon [14][15] - Yahoo announced a partnership with Netflix to add Netflix CTV inventory to its DSP [14][15] Future Plans - Yahoo is considering going public again, but is taking its time to improve valuation [33][36] - Yahoo believes AI will significantly change its products and is focused on being pro-publisher in the AI search framework [28][29]

>> And. >> Streaming on CNBC plus. >> Welcome back.A management shakeup atop Elon Musk's social media platform X Julia Boorstin has the story. Julia. Hey.That's right Linda Yaccarino announcing she's stepping down as CEO of X after two years in the role. Posting this news on X now she didn't give any reason for her departure, but she wrote I'm immensely grateful to Elon Musk for entrusting me with the responsibility of protecting free speech, turning the company around and transforming X into the everything ...

🚨NEWS: Brands that partner with X see 66% more mentions than non-advertisersReach grows faster when you’re in the conversation https://t.co/sM1v66KN5m ...

I didn't think I'd see the day when Apple had to make a nerdy PowerPoint presentation teaching you how to beg your parents for a MacBook, but it happened. Right before back to school shopping season, Apple published an over 7 minute long pitch video to help you make a business presentation to your parents on why it's good to buy a MacBook for college. The video was painful to watch and one day later, Apple took it down from YouTube.The video paired with a downloadable presentation that is 81 slides long and ...