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X @Forbes
Forbes· 2025-11-03 18:45
A new show usually hits streaming every day, at the very least, but as time goes on, review scores for different series fluctuate. But there is one show that has the highest popularity-to-review score ratio, and it has kept its flawless Rotten Tomatoes score through half its season now. https://t.co/ySpNXUXL1s ...
X @Bloomberg
Bloomberg· 2025-11-03 00:02
Industry Trend - Hollywood movie studios are changing how they value their films in the streaming age [1]
Here's What Key Metrics Tell Us About Roku (ROKU) Q3 Earnings
ZACKS· 2025-10-30 23:31
Roku (ROKU) reported $1.21 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 14%. EPS of $0.16 for the same period compares to -$0.06 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.21 billion, representing a surprise of +0.45%. The company delivered an EPS surprise of +128.57%, with the consensus EPS estimate being $0.07.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...
Is Netflix Stock a Buy, Sell, or Hold Heading Into 2026?
The Motley Fool· 2025-10-26 08:27
Core Viewpoint - Long-term investors may find an opportunity to purchase Netflix stock at a discount following a recent earnings miss due to a one-off tax issue, with the stock currently trading 18% below its record high from earlier this year [2] Financial Performance - Netflix reported a record revenue of $11.5 billion in Q3 2025, marking a 17.2% increase year-over-year, representing the fastest growth rate in four years [7] - The company generated earnings of $5.87 per share, falling short of analysts' expectations of $6.97, attributed to an unexpected tax dispute with the Brazilian government [8] - Over the last four quarters, Netflix has generated a net income of $10.4 billion, allowing it to invest heavily in content [9] Subscriber and Revenue Growth - Netflix has over 300 million members as of the end of 2024, maintaining a lead over competitors like Amazon Prime and Disney+ [4] - The advertising subscription tier, priced at $7.99 per month, has been a significant growth driver, accounting for over half of new signups in available markets [5] - Advertising revenue doubled in 2024 and is projected to more than double again in 2025, enhancing the value of each subscriber over time [6] Content Strategy - Netflix plans to spend around $18 billion on new shows and movies in 2025, with a growing focus on live content, particularly live sports [10] - The exclusive live-streaming of high-profile boxing matches and NFL games has attracted significant viewership, with the Canelo Álvarez vs. Terence Crawford fight drawing 41 million viewers [12][13] Investment Considerations - Netflix's stock is currently trading at a P/E ratio of around 47, significantly higher than the Nasdaq-100's P/E ratio of 33.1, indicating a premium valuation [14] - Analysts project earnings growth to $32.35 per share by 2026, which would lower the forward P/E ratio to approximately 34, aligning it more closely with the Nasdaq-100 [15][17] - Long-term investors may find the current stock price attractive for potential gains over a three to five-year horizon [17]
X @Andy
Andy· 2025-10-24 19:37
its been wild seeing rollup tv clips and our frames all over CT the last few monthswe've never had *this* much distribution consistentlybetween threadguy, rollup tv, laura shin (newer to it) and a couple others, the tides have shifted towards a new world of real-time content for cryptoofc tbpn has led the way for this entire "internet-native" category of daily streaming, replacing trad tv channelscredit where credit is duethe new meta of streaming daily with high quality setup + top-tier guests is not going ...
CNBC Daily Open: Netflix shows how it's done despite earnings miss
CNBC· 2025-10-22 01:26
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 other media companies [2] - The success of Netflix's original content, particularly "KPop Demon Hunters," which garnered 325 million views, contributed to its best advertising sales quarter, showcasing its continued influence in the media landscape [3] Group 2 - Warner Bros. Discovery is open to a sale, with Netflix reportedly interested, while the company is undergoing a split into two entities [2] - Comcast's NBCUniversal is spinning off its cable networks, indicating ongoing adjustments within legacy media in response to the streaming era initiated by Netflix [2] - Netflix's ability to generate significant viewership and advertising revenue highlights its effective strategy in the competitive streaming market [3]
X @The Wall Street Journal
The Wall Street Journal· 2025-10-21 20:30
Netflix reported higher revenue and profit for the third quarter, driven by membership growth, increased ad revenue and price hikes, continuing a strong run for the dominant streamer. https://t.co/fSXcJYZQSH ...
Warner Bros. Discovery puts itself up for sale
NBC News· 2025-10-21 20:10
Warner Brothers Discovery announced today that it is putting itself up for sale. The company which owns CNN, HBO, and other streaming businesses and much more previously had announced that it would split into two companies by the end of next year. But today, the company said it had received unsolicited interest from buyers for the entire company as well as for Warner Brothers alone. >> Joining us now, NBC News entertainment correspondent Khloe Malas. So, Chloe, first off, what else is the company saying abo ...
Bazinet: The bull case on Netflix jumped from 25 to 40 times forward earnings
CNBC Television· 2025-10-21 11:41
Jason Bazinet, Media & Entertainment Analyst at Citigroup, says Netflix’s rally stems from investors seeking safety and streaming growth, but its market share has stayed flat despite strong content. ...
'K-Pop Demon Hunters' is Netflix's engagement story of the quarter, says Tom Rogers
CNBC Television· 2025-10-20 22:24
So, let's get more on what to expect from Clay Grid executive chair, CNBC co-founder, Versent Media, senior adviser, and all-around good guy, Tom Rogers. Tom, uh, I I can't see how Netflix fires on more cylinders. Is there anything else they can do to make things even better.Because they they seem to be kind of running the media show right now. Well, Brian, as one analyst said uh in a Netflix note, uh congratulations on your engagement. Uh because their engagement with uh the biggest movie they've ever had ...