Core Insights - Fubo has reported a strong quarterly performance and has combined with Disney's Hulu to become the second largest virtual pay TV platform in the U.S. [2][11] - The partnership with Disney is expected to drive growth through marketing within the ESPN ecosystem, programming efficiencies, and advertising collaboration [4][5][6]. Company Growth Drivers - The integration with Disney allows Fubo to access a large user base, potentially reducing subscriber acquisition costs [4]. - Programming efficiencies are anticipated to lower costs associated with subscriber-related expenses [5]. - Collaboration on advertising with Disney is expected to enhance revenue through improved CPM rates [5][7]. Strategic Focus - Fubo aims to achieve profitable scale by leveraging its unique focus on sports and expanding its product offerings [9][11]. - The company is committed to subscriber growth, improving gross margins, and focusing on net income and free cash flow over the next 12 months [15][16]. - Fubo is also looking to expand its international business, utilizing Disney's global scale [16]. Market Positioning - The streaming landscape is highly competitive, but Fubo's partnership with Disney provides a significant advantage in terms of brand recognition and market presence [8][11]. - Fubo's strategy includes offering a diverse range of products at different price points to cater to various consumer preferences [12][17]. - The company is focused on becoming a "super aggregator" in the fragmented streaming market, providing consumers with flexibility and options [17][18]. Future Outlook - Fubo anticipates continued growth in subscriber numbers and revenue, supported by the synergies from the Disney partnership [10][19]. - The company is optimistic about the evolving media landscape, with a shift towards streaming services and increased monetization opportunities [19][20].

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 ...

Industry Trend - Hollywood movie studios are changing how they value their films in the streaming age [1]

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 ...

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]

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 ...

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]

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 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 ...

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. ...