The most likely outcome is that Netflix will walk away from the bidding war. That's good news for its shareholders. ...

这个春节，你看了电影、短剧，还是长剧？ 这个流媒体春节档的抢跑失败，同样折射了过去一年长剧市场的困境：竞争更多、爆款更少、盈利空间压缩、项目开机量下降。 尤其是伴随着去年生成式AI视频侧技术爆炸，整个视频内容行业都将跑步进入成本效率时代，生产格局正在颠覆重组中。 好在根据新年片单与近期平台战略，流媒体平台或将在2026年摸索出三大自救趋势：发力无限流等高度创新内容、大幅调整分账政策给腰部团队喘息生 机、布局全新漫剧赛道以争夺新用户。 不止电影有春节档，爱优腾芒抖快B站等国内流媒体平台同样会在春节档重点布局。不出意外，第一季度爆款长剧均在春节档期间产生。 去年春节，芒果TV《国色芳华》（杨紫+李现）、爱奇艺《漂白》（迷雾剧场大尺度悬疑）《白月梵星》（白鹿）、腾讯视频《大奉打更人》（王鹤棣古 装大男主）、优酷《异人之下之决战！碧游村》（爆款IP续集）同台对打，每一部都成为2025年头部热剧。 今年意外来了，爱优腾芒在这个春节档，交出了一份意料之中又略显平淡的答卷。各家普遍只敢上古偶、年代剧，结果是有黑马、无爆款，难以在花样百 出的泛文化消费产品中大范围夺走用户注意力。 反倒是短剧市场卡着春节档"千剧齐发"，仅红果 ...

Group 1 - The debut of the streamer's podcasts, including "The Pete Davidson Show," has sparked discussions about the definition of the podcast medium [1]

Few companies have had such an impact on the media industry as Netflix (NASDAQ: NFLX). It's a pioneer in subscription video on demand, and its model is now an essential piece of every media company's strategy. The pressure it has put on traditional cable television and theatrical releases has also led to significant industry consolidation over the last decade-plus. Now, Netflix itself is at the center of a big media merger. The company agreed to acquire most of Warner Bros. Discovery (NASDAQ: WBD) late la ...

(Corrects paragraph 14 of February 23 story to say activist investor's name is Ancora Holdings, not Ancora Capital) By Dawn Chmielewski Feb 23 (Reuters) - Paramount Skydance submitted a higher offer for Warner Bros Discovery, a source familiar with the matter told Reuters on Monday, ratcheting up efforts to derail the HBO Max owner's deal with Netflix. The bidding war for one of ‌Hollywood's most coveted assets, including the "Harry Potter" and "Game of Thrones" franchises, has raised the stakes for do ...

Key Takeaways PSKY is slated to report Q4 results on Feb. 25, with the Zacks Consensus Estimate pegged at $8.17B in revenue.PSKY's DTC segment is expected to sustain momentum on strong CBS and Paramount content.PSKY's unsolicited all-cash tender offer for WBD was rejected, adding complexity to the quarter.Paramount Skydance Corporation (PSKY) is scheduled to report its fourth-quarter 2025 results on Feb. 25.The Zacks Consensus Estimate for PSKY’s fourth-quarter revenues is currently pegged at $8.17 billion, ...

In the middle of a high-stakes media merger, Netflix has found itself starring in a different drama: a president demanding a boardroom purge. Over the weekend, President Donald Trump used his social media megaphone to demand that Netflix fire “racist, Trump Deranged” board member Susan Rice — “IMMEDIATELY” — or “pay the consequences.” He added, “She’s got no talent or skills - Purely a political hack! HER POWER IS GONE, AND WILL NEVER BE BACK. How much is she being paid, and for what???” Netflix, mind y ...

责任编辑：张俊 SF065 Meta Platforms预计第一季度收入增长约30%，并规划了2026年1150亿至1350亿美元的资本支出，主要用 于人工智能。而Netflix在相似的估值倍数下，预计2026年收入增长为12%至14%。分析师指出，Meta的 远期市盈率接近标普500指数的水平。 责任编辑：张俊 SF065 Meta Platforms预计第一季度收入增长约30%，并规划了2026年1150亿至1350亿美元的资本支出，主要用 于人工智能。而Netflix在相似的估值倍数下，预计2026年收入增长为12%至14%。分析师指出，Meta的 远期市盈率接近标普500指数的水平。 ...

Donald Trump has told Netflix to remove the Democratic foreign policy expert Susan Rice from its board or “face the consequences”, while the streaming platform is locked in an extraordinary corporate battle to take control of Warner Bros Discovery (WBD).In comments posted on his Truth Social platform, the US president described Rice – who served as national security adviser to Barack Obama and UN ambassador and White House adviser under Joe Biden – as a “political hack” and accused her of having “no talent ...

Group 1: Apple's AI Potential - Apple's AI layer could be valued at approximately $1.5 trillion, which is nearly 50% of the company's current market valuation [2] - The current weakness in AAPL's stock may be attributed more to timing rather than fundamental issues [2] Group 2: Social Media Consultation - Mark Zuckerberg has consulted Tim Cook regarding social media safety, indicating a collaboration or exchange of ideas between the two tech leaders [3] Group 3: Upcoming Event - Apple is hosting a "special Apple Experience" event on March 4 in New York, London, and Shanghai, featuring a unique 3D Apple logo invite [4] Group 4: Streaming Strategy - Apple plans to launch a new integrated video podcast experience on its Apple Podcasts app this spring, enhancing its streaming segment and content offerings [5] Group 5: Capital Expenditure Strategy - Apple has reduced its capital expenditure by 19% year-over-year to $2.37 billion, contrasting with other tech giants that are investing around $700 billion in AI spending [6]