Netflix, Inc. (NASDAQ:NFLX) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. Noting that the stock has been down recently, a caller sought Cramer’s long-term take on it. He commented: I think that you gotta pull the trigger on Netflix. I’ll tell you why. I actually like the Warner Bros. Discovery deal. I think that Zaslav’s put together the best movie studio in the world, best TV studio in the world. Netflix wants to have it. Am I going to tell Ted Sarandos tha ...

Coming soon: Kicking off with the return of 'Bloody Bites' for its 16th season LOS ANGELES, Jan. 29, 2026 /PRNewswire/ -- Cineverse (Nasdaq: CNVS), a next-generation entertainment studio, and Bloody Disgusting, its horror division, have announced their upcoming slate of programming coming to its SCREAMBOX streaming service. This announcement comes as SCREAMBOX continues to grow – as of December 2025, SCREAMBOX subscribers were up +18% year-over-year. In fact, this has driven growth for Cineverse's overall s ...

NEW YORK--(BUSINESS WIRE)--Xumo has announced a new way for advertisers to access Xumo's premium streaming inventory through OpenPath, a direct supply path from The Trade Desk. ...

This streaming giant has fallen, but looks ready for a ferocious rebound.Quick, think about an artificial intelligence (AI) stock. What's the first name to pop into your mind? It probably wasn't streaming giant Netflix (NFLX 1.10%). But don't be fooled: AI is going to start changing the way we work, shop, and consume media.Netflix may not be an obvious AI stock, but it is an AI company. Its algorithms gently push you to binge-watch the new show you love, and it will continue to evolve, looking for ways to c ...

智通财经APP获悉，Omdia最新数据显示，拉美正成为全球增长最快的媒体市场之一，预计2026年营收将达到650亿美元，同比增幅达10.7%。该增长率明 显超越美国，美国同期预计增长6.9%，达到4,530亿美元。拉美的增长动力主要来自在线视频的迅速渗透、广告驱动模式的扩张，以及微短剧等创新内容 形式的兴起。 巴西和墨西哥走在拉美媒体市场扩张的最前沿。 巴西目前是全球收入第三大的FAST(免费广告支持流媒体电视)市场，收入达到1.52亿美 元，仅次于美国和英国。 广告已成为拉美媒体增长的主要驱动力。2025年，全球在线视频市场增长中有420亿美元来自广告驱动模式，这凸显了从传统电视和订阅制货币化策略向 广告主导模式的转变。这一发展强调了广告在该地区媒体生态系统中日益重要的地位。 全球流媒体的战略启示 微短剧正在快速改变拉美的媒体格局，根据Omdia预测，到2026年底，全球微短剧收入有望达到140亿美元，其中中国以外市场贡献约30亿美元。这类竖 屏、移动优先的故事形式因制作成本低、用户粘性高而迅速获得关注。Rua Aguete表示："微短剧已不再是小众实验，它正成为移动视频参与度的核心驱 动力。"她补充道：" ...

Group 1 - Latin America is becoming one of the fastest-growing media markets globally, with projected revenue reaching $65 billion by 2026, reflecting a year-on-year growth of 10.7%, significantly outpacing the U.S. growth rate of 6.9% to $453 billion [2] - The growth in Latin America is driven by the rapid penetration of online video, the expansion of ad-driven models, and the rise of innovative content formats such as micro-dramas [2] - Brazil and Mexico are leading the expansion in the Latin American media market, with Brazil being the third-largest FAST (Free Ad-supported Streaming TV) market globally, generating $152 million in revenue [2] Group 2 - Micro-dramas are rapidly transforming the media landscape in Latin America, with global revenue expected to reach $14 billion by 2026, of which approximately $3 billion will come from markets outside China [3] - Micro-dramas are characterized by low production costs and high user engagement, becoming a core driver of mobile video participation [3] - The ViX platform by TelevisaUnivision demonstrates how micro-dramas can be integrated into AVOD (Ad-supported Video on Demand) and free ad-supported ecosystems, enhancing user engagement and total viewing time [3] Group 3 - Advertising has become the primary driver of media growth in Latin America, with $42 billion of global online video market growth by 2025 coming from ad-driven models, highlighting the shift from traditional TV and subscription monetization strategies to ad-dominated models [5] - This development underscores the increasing importance of advertising within the media ecosystem in the region [5] Group 4 - By 2026, global media and entertainment revenue is expected to approach $1.2 trillion, putting pressure on streaming services like Netflix, Amazon Prime Video, and Disney+ to close the interaction gap with social platforms like YouTube and TikTok, which have daily user engagement exceeding one hour [6] - The rise of native mobile content formats such as micro-dramas presents strategic opportunities to capture rapidly growing audiences without cannibalizing the audience for long-form quality content [6] - The mobile-centric consumption model, robust advertising market, and innovative storytelling formats in Latin America position it as a natural testing ground for the next phase of global media growth, with online video revenue projected to reach $34 billion by 2026 [6]

Core Viewpoint - Netflix plans to acquire Warner Bros. Discovery's film and television studios for an enterprise value of nearly $83 billion, including approximately $11 billion of debt [1] Group 1: Acquisition Dynamics - Paramount Skydance is attempting to acquire Warner Bros. in its entirety, which includes cable assets that Netflix is not interested in [2] - Warner Bros. has chosen Netflix as the preferred buyer despite Paramount's aggressive bid [2] - Warner Bros. stock has surged amid acquisition rumors, more than doubling in value over recent months [4][5] Group 2: Stock Performance and Analyst Sentiment - Warner Bros. stock trades at $28.40, with 15 Wall Street analysts providing insights; 5 recommend buying, while 10 suggest holding, indicating a cautious outlook with an average price target suggesting nearly 10% downside [7] - Netflix's stock has collapsed since the announcement of the acquisition, contrasting with Warner Bros.' stock performance [8]

Ever since Netflix announced its intention to acquire certain assets from Warner Bros. Discovery, both stocks have been on an interesting path.One of the biggest stories in the stock market in recent months is Netflix's (NFLX 0.48%) planned acquisition of Warner Bros. Discovery (WBD 1.19%) and the ensuing drama. Netflix proposed to acquire Warner Bros. Discovery's film and television studios for an enterprise value of nearly $83 billion, including about $11 billion of debt.However, Paramount Skydance has ju ...

关键不在于"爬了多高"，而在于"为什么要直播"。 过去几年，Netflix 一直在试图补齐一个长期存在的短板：缺乏"必须当下观看"的内容。不同于剧集与电 影可以随时点播，体育赛事和大型直播事件天然具备稀缺性与即时性，是驱动用户回流、制造公共话题 的关键抓手。无论是圣诞节 NFL 比赛、杰克·保罗的拳击赛，还是即将到来的女足世界杯，Netflix 的策 略并非全面押注传统体育版权，而是选择更具话题性的"一次性事件型内容"。 《Skyscraper Live》正是这一思路的延伸。它既不完全是体育赛事，也不是传统真人秀，而是一种"体育 临界内容"——介于极限运动、真人纪录与现场直播之间，既具备真实风险，又拥有强烈叙事张力。对 平台而言，这类内容不需要长期版权投入，却能够在极短时间内撬动全球关注度。 霍诺德并非第一次与影像结缘。2018 年，《Free Solo》让他徒手攀登优胜美地酋长岩的壮举被永久记 录，并一举斩获奥斯卡最佳纪录片。那部作品奠定了他在公众认知中的独特位置——不是表演型运动 员，而是对"风险"与"专注"有着近乎哲学执念的个体。 但鲜少有人知道，霍诺德对台北 101 的兴趣，早在 2013 年便已出现 ...

Core Viewpoint - Netflix's stock has experienced a significant decline, dropping as much as 7% in pre-market trading and approximately 4% on Wednesday, reaching a 52-week low of around $83.40 per share, primarily due to a disappointing outlook for 2026 despite solid Q4 earnings results [1][9]. Financial Performance - In Q4, Netflix reported revenue of $12.05 billion, reflecting an 18% year-over-year increase, surpassing analysts' expectations of $11.97 billion [2]. - Net income for the quarter rose 29% year-over-year to $2.4 billion, equating to $0.56 per share, which also exceeded estimates of $0.55 per share [2]. Future Outlook - The revenue forecast for 2026 is projected to be between $50.7 billion and $51.7 billion, indicating an annual growth rate of 12% to 14%, which is below the 16% growth rate anticipated for 2025 [3]. - Subscriber growth is expected to reach 325 million in 2025, marking an 8% increase; however, this growth rate is lower than that of the previous two years [4]. Acquisition Concerns - Netflix has proposed an all-cash offer of $27.75 per share to acquire Warner Bros. assets, with a total deal value of approximately $82.7 billion, including some Warner Bros. debt [5]. - Investor sentiment has been negatively impacted since the announcement of the acquisition, with Netflix's stock declining about 23%, raising concerns about overpayment and integration risks [6][7]. Regulatory and Approval Challenges - There are uncertainties regarding the approval of the acquisition by Warner Bros. Discovery shareholders, especially in light of a competing offer from Paramount Skydance [8]. - Potential regulatory hurdles and antitrust challenges further complicate the acquisition process, contributing to investor apprehension [8].