Core Insights - Lionsgate has sold its Lionsgate Play streaming platform in South Asia and Southeast Asia to Rohit Jain, who has been instrumental in building the service over the past eight years [1] - The transaction allows Lionsgate Play to operate under founder-led ownership, emphasizing regional expertise and targeting Asia's growing digital entertainment market [2] - Lionsgate will continue to license the Lionsgate Play name and provide access to its film and TV library under a multiyear agreement [2] Company Transition - Rohit Jain will fully transition to managing Lionsgate Play and will exit Lionsgate as part of the transaction [1] - The Lionsgate brand has gained significant recognition in South Asia and Southeast Asia, with Lionsgate Play emerging as a premium streaming platform in a rapidly growing market [3] - Rohit Jain expressed gratitude for the opportunity to build Lionsgate's business in India and aims to expand Lionsgate Play beyond its current offerings [4]

Today, Jan. 13, 2026, analysts clash over Netflix's content spend, merger ambitions, and what really matters ahead of earnings.NASDAQ : NFLXNetflixToday's Change( 0.93 %) $ 0.83Current Price$ 90.25Key Data PointsMarket Cap$409BDay's Range$ 89.09 - $ 91.1552wk Range$ 82.11 - $ 134.12Volume2.1MAvg Vol44MGross Margin48.02 %Netflix (NFLX +0.93%), a subscription-based streaming service for movies and TV shows, closed Tuesday’s session at $90.32, up 1.02%. Netflix IPO'd in 2002 and has grown 75,393% since going p ...

Core Viewpoint - Netflix has made significant progress in developing the technology required for streaming live events, overcoming previous challenges faced in this area [1] Group 1: Company Developments - Netflix executives acknowledge that the process of enhancing live streaming capabilities has been more difficult than initially expected [1]

Company Overview - Warner Bros. Discovery (WBD) is undergoing a significant sale process, attracting attention due to the involvement of major media brands like Netflix, HBO, Paramount, CBS, CNN, and MTV [1] - David Ellison, CEO of Paramount, made a preemptive move to acquire Warner before its split into two companies, which led to a competitive bidding situation [2] Bidding Dynamics - Netflix made a surprising bid of $27.75 per share for HBO and Warner studios, which was deemed more valuable than Paramount's $30 per share offer for the entire company due to the perceived value of cable networks [3] - The Warner board preferred Netflix's offer due to its greater certainty of closure compared to Paramount's bid [3][4] Consumer Impact - From a consumer perspective, the ownership of Warner studios and HBO is crucial for maintaining a variety of quality productions at reasonable prices [5] - Netflix's pricing strategy, which offers low-cost services with ads and higher-priced ad-free options, has been successful and may benefit consumers if it acquires HBO [6] - If Paramount acquires Warner, it may lead to a merger of Paramount+ and HBO, potentially reducing consumer choice compared to Netflix's plan to keep HBO as a separate service [7] Regulatory Considerations - Any acquisition will face regulatory scrutiny, particularly regarding competition in the market [8] - Paramount+ is considered a subscale service that needs to merge with another player to compete effectively against larger companies like Disney and Amazon [8] - The market share analysis shows that Netflix combined with HBO Max would have about 28% market share, while Paramount with HBO Max would only have about 7% [11] Industry Implications - The merger of Paramount and Warner studios could lead to significant cost cuts, impacting jobs and reducing the number of major studios in the industry [9][10] - The acquisition could also affect the competitive landscape for theatrical releases, as Netflix has historically focused on streaming rather than theatrical distribution [10] - The advertising revenue dynamics would not significantly change the competitive landscape, regardless of which company acquires Warner [14] News Business Impact - Paramount's acquisition of CNN would streamline news operations but reduce the number of major news organizations, raising concerns about competition in the news sector [16] - The editorial direction of CNN under Paramount could shift, impacting the diversity of news programming available to consumers [16] Shareholder Interests - The primary concern for shareholders of Warner is to secure the highest price with the greatest certainty of payment [20] - Larry Ellison's personal guarantee of the Paramount bid has alleviated some concerns regarding equity financing, but issues surrounding debt financing remain [20]

Core Viewpoint - Netflix's stock experienced a significant decline of 19% following a 10-for-1 stock split, despite a prior increase of approximately 25% in 2025, outperforming major indices until mid-November [1]. Group 1: Stock Performance - Netflix shares were up about 25% until mid-November 2025, outperforming the S&P 500 and Nasdaq Composite [1]. - Following the stock split on November 17, shares fell 19% by January 9 [1]. Group 2: Reasons for Stock Decline - The decline in Netflix's stock is primarily due to missing Wall Street's earnings expectations in the third quarter, despite strong revenue growth from subscriber acquisition and retention [4]. - Concerns regarding the financing and integration of Warner Bros. Discovery's assets, amid a competitive bidding process, have created uncertainty around Netflix's future [5]. Group 3: Potential Catalysts for Recovery - Recent releases of highly anticipated content, such as the final season of Stranger Things and Guillermo del Toro's adaptation of Frankenstein, could drive subscriber growth [7][10]. - The opening of Netflix House locations, which provide immersive experiences related to popular shows, may enhance viewer engagement and attract new subscribers [8].

Paramount+ also announced today the release of the can't miss "This Season On" CANADA SHORE Trailer HERE. "I cannot wait for you guys to see me drop in on ten crazy Canadians as they party their way through the summer!" - Nicole 'Snooki' Polizzi And when Snooki is not around, Kelowna's own Dane Rupert (aka the Prince of Kelowna) will serve as Snooki's eyes and ears on the ground, putting the roomies to work and keeping the chaos in check (or not!). Just like the original JERSEY SHORE series, CANADA SHORE br ...

Investors with a lot of money to spend have taken a bullish stance on Roku (NASDAQ:ROKU).And retail traders should know.We noticed this today when the positions showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ROKU, it often means somebody knows something is about to happen.Today, Benzinga's options scanner spotted 12 options trades for Roku.This isn't normal.The ...

Core Viewpoint - Paramount Skydance is actively opposing Warner Bros Discovery's (WBD) deal with Netflix, planning to nominate directors to the board and seeking financial disclosures related to the $82.7 billion agreement [1][3]. Group 1: Paramount's Actions - Paramount intends to nominate directors for WBD's board at the upcoming annual meeting to challenge the Netflix deal, which was agreed upon in December [1]. - The company has filed a lawsuit for the disclosure of financial information regarding WBD's global networks operation, which includes CNN and Cartoon Network, to enable shareholders to make informed decisions [3]. - Paramount plans to propose an amendment to WBD's bylaws requiring shareholder approval for the spin-off of the global networks business [5]. Group 2: Financial Aspects - Paramount's takeover bid for WBD is valued at $108.4 billion, supported by a $40 billion personal guarantee from Larry Ellison [2]. - The Netflix deal offers WBD shareholders $23.25 per share in cash, stock, and equity in the global networks spin-off, which Paramount values at zero [5]. - Paramount argues that its cash offer of $30 per share, which includes the purchase of global networks, is a superior deal for WBD shareholders [6]. Group 3: WBD's Position - WBD's board has previously advised shareholders to reject Paramount's $108.4 billion hostile takeover bid, labeling it as "inadequate" [7]. - Accepting Paramount's deal would incur $4.7 billion in costs for WBD, including breakup fees and additional interest on debt [8].

Netflix logo centered over colorful rising stock market lines, illustrating Netflix share price growth and investor momentum. Key Points Netflix has given back basically all of its 2025 gains after a multi-month selloff exacerbated by poor earnings and uncertainty about its Warner Bros. deal. However, technical indicators are flashing oversold just as a key catalyst appears on the horizon. Analyst sentiment remains broadly bullish, suggesting much of the bad news may already be priced in. Interested i ...

Market Overview - Historically, January has been a strong month for the stock market, with Nasdaq-100 stocks rising 70% of the time since 1985, averaging a return of 2.5%, outperforming the S&P 500 which sees gains 62% of the time [1][2] Investment Recommendations - To capitalize on January's historical trend, tech stocks within the Nasdaq-100 are recommended for portfolio strengthening in 2026 [2] Company Analysis Nvidia - Nvidia is a leading supplier of AI infrastructure, with its GPUs being the gold standard for AI programs. The company estimates that tech companies are currently spending $600 billion annually on AI infrastructure, projected to reach $4 trillion by 2030 [5][6] - Nvidia's revenue in the last 12 months exceeded $187 billion, with $57 billion in the most recent quarter, of which $51.2 billion came from data center sales [6] - The company is set to resume sales to China, which previously accounted for 13% of its profits in 2024, following clearance from the U.S. government [7] Netflix - Netflix serves over 300 million subscribers globally and has shown strong revenue growth despite stopping detailed subscriber reporting [8] - Revenue projections indicate growth from $9.825 billion in Q3 2024 to $11.510 billion in Q3 2025, with year-over-year growth rates ranging from 12.5% to 17.2% [9] - The company has introduced innovations such as eliminating password-sharing and launching its own adtech stack, expecting to more than double advertising revenue in 2025 [9] Meta Platforms - Meta Platforms experienced significant revenue growth of 26% in Q3, reaching $51.24 billion, driven by a 14% increase in ad impressions and a 10% rise in average ad prices [14] - The company is investing heavily in AI, with capital expenditures expected between $70 billion and $72 billion for the year, increasing in 2026 [11][13] - Meta's AI initiatives, including the Meta AI assistant and Llama language model, are aimed at enhancing user engagement across its platforms [13]