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X @Forbes
Forbes· 2025-11-03 21:35
Drake is not named as a defendant in the suit, which accuses Spotify of ignoring bots to artificially inflate the size of the streaming service.https://t.co/DJbAPVR8Xl https://t.co/0p80FusC3J ...
Rosenblatt's Barton Crockett explains why he is 'skeptical' of Netflix making a bid for WBD
CNBC Television· 2025-10-31 22:10
Netflix and Warner Bros Discovery (WBD) Potential Deal - Rosenblot Securities has a buy rating and a $1530 price target on Netflix stock [1] - Analyst believes it makes sense for Netflix to explore acquiring assets from WBD to learn more about a major competitor [3] - Analyst is skeptical about Netflix acquiring WBD assets due to cultural differences between streaming-first and box office-driven strategies [3] - Analyst believes it would be difficult for Netflix to pivot to become a major box office player and gain Hollywood's trust [3][4] Challenges and Considerations - Libraries deteriorate without new production, which is often theatrically driven [5][6] - Netflix pivoting to theatrical movie production could face pushback from Hollywood [6] - Comcast may face difficulties in making a large acquisition due to challenges in its core broadband business [8] Netflix Financials and Growth - Analyst models a 28% compound annual growth rate (CAGR) in earnings per share (EPS) for Netflix over 3 years, with 2026 in the middle [8] - Analyst believes Netflix can trade at a 45x price-to-earnings (P/E) ratio, a premium to its growth, due to its dominant position and history of beating estimates [8]
UFC CEO Dana White on Paramount deal
CNBC Television· 2025-08-15 17:15
Business Strategy - Paramount aims to focus on its streaming service, CBS, with ambitious long-term plans [1] - Paramount does not want to be in the pay-per-view business [1] - The company is expected to make aggressive moves over the next seven years [2] Partnership & Alignment - The company expresses strong alignment and excitement regarding Paramount's plans [1] - The company appreciates being part of Paramount's future endeavors [2]
X @Bloomberg
Bloomberg· 2025-08-13 22:14
Paramount's CEO said he will create more content for the company’s streaming service, prioritizing a third film in the Top Gun series as well as more from Star Trek https://t.co/FCpaH8gSCZ ...