Key Takeaways Netflix reports Q3 earnings Oct. 21 with revenues projected at $11.5B, up 17% year over year.NFLX content slate, including Squid Game Season 3 and live boxing, drove engagement in Q3.Stock trades at premium 38.18X forward earnings; existing holders should maintain positions.Netflix (NFLX) is slated to report third-quarter 2025 results on Oct. 21. For the third quarter, Netflix projects revenues of $11.526 billion, suggesting year-over-year growth of approximately 17% on both a reported and for ...

In the latest close session, Roku (ROKU) was down 3.3% at $95.33. This move lagged the S&P 500's daily loss of 0.63%. Meanwhile, the Dow lost 0.65%, and the Nasdaq, a tech-heavy index, lost 0.47%. Prior to today's trading, shares of the video streaming company had gained 0.24% outpaced the Consumer Discretionary sector's loss of 3.5% and lagged the S&P 500's gain of 0.92%.The investment community will be closely monitoring the performance of Roku in its forthcoming earnings report. The company's earnings pe ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Fox Corporation (FOX) . This company, which is in the Zacks Broadcast Radio and Television industry, shows potential for another earnings beat.This company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarte ...

Key Takeaways Zacks pegs WBD's third-quarter 2025 Studios revenue at $3.16B and Streaming at $2.74B, both up year over year.The separation into Warner Bros and Discovery Global aims to sharpen focus but may pressure near-term results.WBD's 67.7% rally and discounted valuation reflect progress in execution amid restructuring and competition.Warner Bros. Discovery (WBD) has experienced a remarkable 67.7% surge year to date, outperforming the Zacks Broadcast Radio and Television industry and the Zacks Consumer ...

Group 1: Stock Performance - Sirius XM (SIRI) closed at $21.45, marking a +2.48% increase from the previous day, outperforming the S&P 500's gain of 1.56% [1] - Prior to this trading session, Sirius XM shares had declined by 10.1%, lagging behind the Consumer Discretionary sector's loss of 5.13% and the S&P 500's gain of 0.41% [1] Group 2: Upcoming Earnings - Sirius XM is set to release its earnings report on October 30, 2025, with expected earnings of $0.79 per share, indicating a year-over-year growth of 194.05% [2] - Revenue is anticipated to be $2.14 billion, reflecting a 1.23% decrease compared to the same quarter last year [2] Group 3: Full Year Projections - For the full year, earnings are projected at $2.71 per share, representing a +52.25% change from the prior year, while revenue is expected to be $8.52 billion, showing a -2.02% change [3] - Recent adjustments to analyst estimates for Sirius XM may indicate changing near-term business trends, with positive revisions suggesting analyst optimism [3] Group 4: Valuation Metrics - Sirius XM is currently trading at a Forward P/E ratio of 7.71, which is a discount compared to its industry's Forward P/E of 29.67 [6] - The company has a PEG ratio of 0.32, significantly lower than the Broadcast Radio and Television industry's average PEG ratio of 1.84 [6] Group 5: Industry Ranking - The Broadcast Radio and Television industry, part of the Consumer Discretionary sector, holds a Zacks Industry Rank of 49, placing it in the top 20% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

In the latest close session, Gray Media (GTN) was up +1.72% at $4.74. The stock outperformed the S&P 500, which registered a daily gain of 1.56%. Elsewhere, the Dow saw an upswing of 1.29%, while the tech-heavy Nasdaq appreciated by 2.21%. The broadcast television company's stock has dropped by 20.48% in the past month, falling short of the Consumer Discretionary sector's loss of 5.13% and the S&P 500's gain of 0.41%.Market participants will be closely following the financial results of Gray Media in its up ...

Key Takeaways WBD's distribution business is being reshaped by digital scaling, asset reorgs and global licensing growth.Premium content like Harry Potter and DC films will stream exclusively on HBO Max to drive value.Zacks pegs third-quarter 2025 distribution revenue declining 2.13% year over year to $4.81 billionWarner Bros. Discovery’s (WBD) distribution segment stands at an inflexion point as the company retools its revenue mix to align with changing media consumption trends. The business serves as the ...

Key Takeaways Netflix raised its 2025 operating margin forecast to 30%, citing pricing and ad momentum.Ad revenues are set to double in 2025 with 94M monthly active users on the ad-supported tier.New ad formats and blockbuster titles aim to boost engagement and diversify revenue streams.Netflix (NFLX) continues to demonstrate the strength of its pricing power and advertising momentum in driving profitability. Management raised its full-year 2025 operating margin guidance to 30%, up from 29%, citing robust p ...

Netflix (NFLX) ended the recent trading session at $1,191.06, demonstrating a +2.39% change from the preceding day's closing price. The stock outperformed the S&P 500, which registered a daily loss of 0.38%. Elsewhere, the Dow saw a downswing of 0.2%, while the tech-heavy Nasdaq depreciated by 0.67%. Prior to today's trading, shares of the internet video service had lost 6.54% lagged the Consumer Discretionary sector's loss of 2.35% and the S&P 500's gain of 4.06%.Market participants will be closely followi ...

Core Insights - Netflix is intensifying its focus on international content as a key growth driver, aiming to enhance user engagement and maintain its streaming market leadership, with over 95 billion hours of content viewed in the first half of 2025 [1][12] Content Strategy - The company emphasizes a strategy where quality content fosters engagement, which in turn boosts retention and drives revenue across subscription and advertising tiers [2] - Upcoming series and films, including "The Twits," "Romantics Anonymous," "The Witcher Season 4," and "The Great Flood," are expected to sustain user engagement and promote subscription growth [3][4] Financial Performance - Netflix has reaffirmed its 2025 revenue guidance of $44.8-$45.2 billion, reflecting a year-over-year growth of 15-16%, supported by a strong release schedule [3] - The Zacks Consensus Estimate for 2025 revenues is $45.03 billion, indicating a 15.47% year-over-year growth, with earnings projected at $26.06 per share, a 31.42% increase from the previous year [16] Advertising and Growth Engines - The ad-supported tier and pricing optimization are identified as significant growth engines, with expectations for ad sales to double in 2025 due to improved targeting and measurement tools [5] - The focus on franchise building, gaming extensions, and AI-enhanced content recommendations is anticipated to deepen user engagement [5] Competitive Landscape - Amazon and Disney are emerging as formidable competitors, with Amazon leveraging its extensive ecosystem and Disney utilizing its strong content portfolio to challenge Netflix's dominance [6][8] - Amazon reported a 10% subscription growth and $1.8 billion in ad commitments, while Disney has 127.8 million subscribers as of June 2025, enhancing its competitive position [7][9] Stock Performance and Valuation - Netflix shares have increased by 29.4% year-to-date, outperforming the Zacks Broadcast Radio and Television industry and the Zacks Consumer Discretionary sector [10] - The company is trading at a forward price-to-sales ratio of 9.91, compared to the industry average of 4.78, indicating a higher valuation [13]