Key Points I've been a Netflix shareholder for 23 years. Netflix has taught me how to be a better investor, even when it meant making a huge selling mistake. Leading with complacency is the best way to assure the end of that leadership. 10 stocks we like better than Netflix › I've been a shareholder of Netflix (NASDAQ: NFLX) for a long time -- a really long time, you're about to find out. It's my largest stock holding, and you'll soon learn why that's a bittersweet distinction for me. With Thank ...

Key Takeaways Netflix reported Q3 revenues of $11.51 billion, up 175 year over year despite an earnings miss.December content slate includes Stranger Things finale and Knives Out sequel to drive holiday engagement.NFLX trades at 9.01X forward price-to-sales versus the industry's 4.17X with a Value Score of D.Netflix (NFLX) reported third-quarter revenues of $11.51 billion, up 17% year over year, despite earnings falling short due to a Brazilian tax dispute. The streaming giant now faces a critical test: Whe ...

Key TakeawaysAlphabet (GOOGL) is on the cusp of reaching a $4 trillion market capitalization for the first time, driven by an AI-fueled rally that has seen its stock surge nearly 70% this year.Novo Nordisk (NVO) shares jumped 3.8% following positive updates from its Amycretin trial, which demonstrated up to 14.5% weight loss at 36 weeks and significantly reduced HBA(1c) levels in up to 89.1% of participants.The UK government is poised to introduce a tourist tax for English cities and reportedly plans to cut ...

Group 1: Nvidia and Meta - Nvidia's stock dropped 3% premarket following reports that Meta is considering a multi-billion-dollar deal to acquire Google's AI chips, known as tensor processing units (TPUs) [3][4] - The potential agreement would position TPUs as a competitive alternative to Nvidia's chips, posing a threat to Nvidia and Advanced Micro Devices (AMD) by undermining their sales and pricing power [4][5] Group 2: Bed Bath & Beyond and The Brand House Collective - Bed Bath & Beyond (BBBY) is set to acquire The Brand House Collective (TBHC) for approximately $26.8 million, with the merger expected to finalize in Q1 2026 [5][10] - Bed Bath & Beyond currently holds about 40% of TBHC's outstanding shares, and TBHC shareholders will receive 0.1993 shares of BBBY common stock for each TBHC share [6][10] - The merger aims to combine BBBY's brand strength and digital capabilities with TBHC's merchant model, which has already shown double-digit sales growth through early store conversions [7][8] - The merger is anticipated to generate annual savings of at least $20 million by eliminating redundancies, which will be reinvested into growth initiatives [8][9] Group 3: Spotify - Spotify plans to increase U.S. subscription prices in Q1 2026, marking the first price hike since mid-2024, with reports suggesting a $1 increase to $10.99 per month [10][11] - The price revision will also affect international markets, where Spotify previously raised prices to 11.99 euros ($13.82) per month [11]

U.S. stocks settled higher on Friday, with the Dow Jones index gaining more than 1% during the session as a wave of dovish comments from Federal Reserve officials flipped market expectations toward a rate cut next month.However, all three major indices recorded big losses last week, with the S&P 500 and Dow falling around 2% each.Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track records at predicting market movements. ...

Group 1 - FuboTV Inc. (NYSE:FUBO) provides a live TV streaming service focused on sports, news, and entertainment, accessible through various platforms [1] - The company reported Q3 earnings on November 3, with a non-GAAP EPS of $0.02, an improvement from a loss of $0.08 per share in the same quarter last year, outperforming estimates by $0.06 [1] - FuboTV's revenue for Q3 was $377.2 million, down 2.3% year-over-year, but exceeded estimates by $15.87 million [1] Group 2 - Co-founder and CEO David Gandler highlighted record third quarter subscriber growth in North America and the second consecutive quarter of positive Adjusted EBITDA, indicating the effectiveness of their business model [1] - New offerings such as the Fubo Sports skinny service and Pay-Per-View platform are enhancing consumer choice and control [1] - The company is combining with the Hulu + Live TV business to create a next-generation Pay TV company focused on scale, personalization, and profitability [1]

Core Viewpoint - The article discusses the investment potential of Netflix and Alphabet, highlighting that while both companies are benefiting from shifts in video consumption and internet usage, their business models and valuations suggest different investment prospects [3][12]. Group 1: Netflix Overview - Netflix's Q3 revenue increased by 17% year over year to approximately $11.5 billion, with expectations for similar growth in Q4 [4]. - The company anticipates its full-year operating margin to rise to around 29%, up from 27% the previous year [4]. - Netflix's advertising-supported plans are growing rapidly, with management projecting that advertising revenue will more than double by 2025 [6]. Group 2: Alphabet Overview - Alphabet's Q3 revenue grew by 16% year over year to about $102.3 billion, driven by strong performance in Google Search, YouTube, subscriptions, and cloud computing [8]. - The company's cloud business is experiencing significant growth, with a 46% increase in cloud backlog quarter over quarter, reaching $155 billion [11]. - AI is positively impacting Alphabet's business, particularly in its cloud segment [10]. Group 3: Comparative Analysis - Netflix is heavily reliant on subscription video, requiring substantial investment in original and licensed content, while Alphabet benefits from user-generated content on YouTube, reducing funding needs [7][11]. - Netflix has a price-to-earnings ratio of around 44, whereas Alphabet's is closer to 29, indicating that investors pay less for each dollar of Alphabet's earnings [12]. - Alphabet's diversified business model and lower valuation make it appear as the more attractive investment option compared to Netflix [12].

Netflix Inc (NASDAQ:NFLX) no longer breaks out its quarterly subscriber count. Instead, the streaming giant highlights advertising growth and revenue diversification opportunities. Betting on live sports has been among the company's newest strategies for both items. And a new deal with Major League Baseball could help it hit a home run for the company and shareholders.Netflix Bets On BaseballNetflix has added the MLB to its growing library of live sports offerings, and will air three events in 2026 and addi ...

Joining me now is Jim Stewart, columnist at the New York Times and a CNBC contributor. Jim, it's good to see you today. >> Yeah, nice to see you.>> Who's the front runner. >> Well, I have to say it's it's Paramount Sky Dance, you know, by a fairly long length at this point. They clearly had the most compelling argument.You know, I think we have to keep in mind with streaming, it's all about scale. You want as many subscribers as you can get because the marginal cost of a new subscriber is basically zero. So ...

If the football games, boxing matches, and comedy specials weren't indication enough that Netflix is making a bold move for the live television market, here's another: Beginning in 2026, it will air l... ...