It's time now for the 360 round. So, let's bring in our panel to discuss the latest in the streaming sector. Joining us are Dan Rburn, streaming media analyst, and Seth Shackner, the managing director at Strat Americas.Thank you both for being with us. You know, Seth, let's start with you. You know, I want to kick things off just with the the rumors and the reports of this potential deal uh between Paramount Sky Dance and Warner Brothers Discovery and how you think that could potentially change the landscap ...

Collaboration to Develop Scripted and Unscripted Series Across Genres, Centering Diverse Storytelling TORONTO, Sept. 22, 2025 /PRNewswire/ -- Sabio Holdings (TSXV: SBIO) (OTCQB: SABOF) ("Sabio" or the "Company"), a Los Angeles-based ad-tech firm specializing in helping top global brands reach, engage, and validate (R.E.V.) streaming TV audiences, announced today that its owned and operated network, Creator Television (Creator TV), has entered into a partnership with MADCOOL Media, a next-generation content ...

Core Insights - Netflix stock has shown declining relative strength since late June, breaking below key moving averages [1][6] - A bear call spread strategy is proposed, betting that Netflix will struggle to exceed a price of 1,260 by mid-October [1][3] - The bear call spread involves selling a call at the 1,260 strike and buying a call at the 1,265 strike, with a potential return of 40.8% [3][4] Financial Metrics - The bear call spread can be sold for approximately $1.45 per share, yielding a maximum gain of $145 for a 100-share contract [3][4] - The maximum loss for this strategy would be $355 if Netflix closes above 1,265 on the expiration date [4][5] - Netflix's current stock price is 1,208, indicating that it could rise by 4% and still allow the trade to achieve maximum profit [4] Market Position - Investor's Business Daily rates Netflix with a Composite Rating of 92, an Earnings Per Share Rating of 97, and a Relative Strength Rating of 82, ranking it first in the Leisure-Movies & Related group [6] - Despite strong fundamental ratings, recent technical breakdowns suggest potential near-term weakness for Netflix [6][7] - Analysts express concerns over Netflix's valuation, slowing subscriber growth, and rising content costs amid intense competition in the streaming market [7]

9月初，Netflix正式在韩国上线了它的广告系统 Ads Suite。这套系统在美国和欧洲其实早就运行了一年 多，但在韩国，这是头一次。 Ads Suite是一整套广告解决方案：从受众定向、创意管理、内容插入，到外部平台整合、数据回流、表 现监测。 当然，要说这套系统已经媲美YouTube，还远远不够。Netflix对广告技术的理解，显然还处在"前平台时 代"。 但就目前韩国市场来看，哪怕只是一个不成熟的Ads Suite，对于本地电视网络而言，也已经构成了降维 打击。 韩国最大的英文报纸《韩国先驱报》（Korea Herald）甚至直接发了一篇文章，标题是《Here's how Netflix's ads could destroy Korea's media industry》。感兴趣的可以搜一下。 文章的核心担忧在于：Netflix开始通过广告系统渗透进传统电视台赖以为生的广告预算池，开始直接撼 动传统电视台的商业根基。 虽然Netflix的Ads Suite广告系统在韩国直到9月才正式上线，但平台对广告市场的冲击并非从这一刻才 开始。 2024年，韩国整体广播电视广告销售额同比下降8.1%，降至约2 ...

Core Viewpoint - Netflix Inc has received an upgrade from Loop Capital, raising its rating to "buy" and increasing the price target to $1,350 from $1,150, indicating strong confidence in the company's market position in the streaming industry [1] Company Performance - Netflix stock is currently trading at $1,211.94, reflecting a 1% increase following the upgrade [1] - The stock has experienced a significant rise of 35.8% in 2025 and 73% year-over-year, although it has recently pulled back from its record high of $1,341.14 on June 30 [2] Analyst Sentiment - A majority of analysts are bullish on Netflix, with 30 out of 46 firms rating it as "buy" or better, and the 12-month consensus target price of $1,351.99 represents an 11.8% premium over the current stock price [1] Options Market Activity - Despite a general bullish sentiment, options traders have shown increased bearishness, as indicated by a higher than usual 50-day put/call volume ratio, which is above 71% of annual readings [3] - Options are currently affordably priced, with Netflix's Schaeffer's Volatility Index (SVI) at 28%, ranking in the 9th percentile of annual readings, suggesting low volatility expectations among options traders [4]

Upgrades Summary - Loop Capital upgraded Netflix (NFLX) to Buy from Hold with a price target of $1,350, increased from $1,150, citing "exceptional" engagement on the platform in Q3 and a "strong" Q4 content slate [2] - Guggenheim upgraded Workday (WDAY) to Buy from Neutral with a price target of $285, indicating that Workday will be well positioned to accelerate growth when the environment improves [2] - Piper Sandler also upgraded Workday to Neutral from Underweight with a price target of $235, up from $220 [2] - Bernstein upgraded Zillow Group (ZG) to Outperform from Market Perform with a price target of $105, increased from $75, highlighting mid-teens revenue growth with Rentals and Showcase as growth drivers [2] - Roth Capital upgraded Kroger (KR) to Buy from Neutral with a price target of $75, up from $66, noting strong alternative profit streams while the stock's valuation lags peers [2] - Berenberg upgraded AbbVie (ABBV) to Buy from Hold with a price target of $270, increased from $170, stating the company has "successfully navigated the largest drug patent expiry in the world" [2]

Group 1 - Netflix stock has been trading sideways for three months, currently at $1,200.51, below its 50-day moving average, indicating a bearish trend [1][2] - The stock is in the lower half of a 12-week flat base with a buy point of $1,341.15, and its relative strength line is underperforming the broader market [2] - Despite the stock's performance, Netflix subscribers are reportedly pleased with original programming, which includes popular titles like "Wednesday" and "KPop Demon Hunters" [3] Group 2 - Netflix is set to report its third-quarter results on October 21, which could serve as a potential catalyst for the stock [3] - The Accumulation/Distribution Rating for Netflix is D-, indicating significant institutional selling [2] - The stock has been included in the IBD Leaderboard list, suggesting it is still being monitored for potential investment opportunities [3]

The next big battleground for podcasts is video — and YouTube wants to cement its dominance. On Tuesday, YouTube announced a slate of new AI products as it seeks to solidify itself as the leader in the category over competitors like Spotify or Apple.Starting next year, audio-first podcasters will be able to generate video clips for YouTube from their audio transcripts. The tool uses Google's Veo AI technology to generate short 30-second to 60-second visuals that can either become a YouTube short or a part ...

The Walt Disney Company (NYSE:DIS) is one of the 10 Unrivaled Stocks of the Next 3 Years. On September 8, Reuters reported that The Walt Disney Company (NYSE:DIS) entered into an agreement with Spanish media group Atresmedia. This deal allows Disney+ to add Atresmedia’s content to its streaming platform. Starting in September, Disney+ customers in Spain can watch popular TV series like “Casa de papel”, also known as “Money Heist” in English, “Veneno”, and “Gran Hotel” under the Atresmedia label. Disney ( ...

Core Viewpoint - Warner Bros Discovery is launching its HBO Max streaming service in 14 new markets across the Asia Pacific on October 15 [1] Group 1 - The expansion of HBO Max into new markets indicates a strategic move to increase its global footprint and subscriber base [1] - The launch date of October 15 highlights the company's commitment to timely market entry in the competitive streaming landscape [1]