InterDigital (NasdaqGS:IDCC) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsLiren Chen - President and CEORaiford Garrabrant - Head of Investor RelationsRichard Brezski - EVP, Treasurer, and CFOConference Call ParticipantsKevin Garrigan - SVP and Equity Research AnalystOlinda Lee - Research AnalystScott Searle - Managing Director and Senior Research AnalystOperatorGood morning, everyone, and thank you for standing by. My name is Gail, and I will be your operator for today. At this t ...

InterDigital (NasdaqGS:IDCC) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Speaker3Good morning, everyone, and thank you for standing by. My name is Gail, and I will be your operator for today. At this time, I would like to welcome each and every one of you to the InterDigital's fourth quarter 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this t ...

LGBTQ+ Streaming Network to Use Matchpoint Dispatch for Automated Content Delivery LOS ANGELES, Feb. 4, 2026 /PRNewswire/ -- Cineverse (Nasdaq: CNVS), a next-generation entertainment studio, has formed a new commercial relationship with Revry, the world's first LGBTQ+ streaming network, to use Cineverse's automated media supply chain platform, Matchpointâ"¢. Continue Reading Cineverse Technology Group Partners with Revry for Matchpointâ"¢ The award-winning Matchpointâ"¢ is radically changing the way content ...

Netflix shares keep falling despite solid earnings. Here's what's driving the drama.Shares of Netflix (NFLX 0.84%) fell 11% in January 2026, according to data from S&P Global Market Intelligence. The video-streaming pioneer started sliding in October 2025, as unexpected tax charges met rumor mill whispers about a potential buyout bid for Warner Bros. Discovery (WBD 0.07%).The negative trend continued as Netflix actually launched the rumored Warner Bros. bid in December, followed by an unsolicited rival offe ...

Core Viewpoint - Roku's stock has recently experienced a bearish trend, losing 6.3% over the past week, but the formation of a hammer chart pattern suggests a potential trend reversal as buying interest may be increasing [1][2]. Technical Analysis - The hammer chart pattern indicates a possible bottoming out, with selling pressure likely subsiding, which could lead to a bullish trend for Roku [2][5]. - A hammer pattern forms when there is a small difference between opening and closing prices, with a long lower wick, suggesting that bears may be losing control [4][5]. - This pattern can occur across various timeframes and is utilized by both short-term and long-term investors [5]. Fundamental Analysis - There is a strong consensus among Wall Street analysts regarding upward revisions in Roku's earnings estimates, which supports the case for a trend reversal [2][7]. - The consensus EPS estimate for Roku has increased by 2.2% over the last 30 days, indicating analysts' agreement on the company's potential for better earnings [8]. - Roku holds a Zacks Rank of 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which typically outperform the market [9][10].

Core Viewpoint - A class action lawsuit has been filed against Coupang, Inc. for allegedly making false statements regarding its cybersecurity and regulatory compliance during the specified Class Period [1][3]. Group 1: Lawsuit Details - The lawsuit is on behalf of investors who acquired Coupang securities from May 7, 2025, to December 16, 2025 [1]. - Investors have until February 17, 2026, to seek appointment as lead plaintiff representatives [2]. Group 2: Allegations - The complaint alleges that Coupang had inadequate cybersecurity measures, exposing it to a heightened risk of data breaches, which could lead to regulatory scrutiny [3]. - Revelations starting in November 2025 indicated that a former employee accessed sensitive customer information for nearly six months undetected, leading to significant declines in Coupang's stock price [4].

Group 1 - A class action has been filed on behalf of investors who purchased Coupang, Inc. (NYSE: CPNG) securities between April 6, 2025, and December 16, 2025 [1] - Coupang is described as one of the fastest-growing technology and commerce companies globally, offering services such as retail, restaurant delivery, video streaming, and fintech under various brands [1] Group 2 - Robbins LLP is investigating allegations that Coupang failed to disclose a material cybersecurity event, which included inadequate cybersecurity protocols that allowed a former employee to access sensitive customer information for nearly six months [2] - The allegations also state that Coupang was subjected to a heightened risk of regulatory and legal scrutiny due to this data breach and failed to report it in compliance with applicable reporting rules [2] - Following the revelation of the data breach, Coupang's stock price fell, negatively impacting investors [2] Group 3 - Shareholders interested in serving as lead plaintiffs in the class action must submit their papers to the court by February 17, 2026 [3] - Participation in the case is not required to be eligible for recovery, and shareholders can choose to remain absent class members [3] Group 4 - Robbins LLP operates on a contingency fee basis, meaning shareholders incur no fees or expenses [4] - The firm has been dedicated to helping shareholders recover losses and improve corporate governance since 2002 [4]

Core Viewpoint - The report highlights the technological upgrades of Kuaishou's AI video generation capabilities, transitioning from high-quality video generation to reconstructing the AI video creation workflow, indicating a significant evolution in the industry [1]. Investment Highlights - Revenue projections for Kuaishou from FY25 to FY27 are estimated at 142 billion, 156.4 billion, and 170.1 billion RMB, reflecting year-on-year growth of 12%, 10%, and 9% respectively. Adjusted net profits are forecasted at 20.6 billion, 23.7 billion, and 28.1 billion RMB, with year-on-year increases of 16%, 15%, and 19% [1]. - The global video streaming revenue is expected to reach 214.6 billion USD by 2025, with an estimated AI video penetration rate of 10%, leading to a Total Addressable Market (TAM) for AI video of 25 billion USD. A bottom-up approach suggests a TAM of 21.8 billion USD, indicating significant market potential [1]. - Kuaishou's valuation is set with a target price of 104 HKD, based on a 15x PE for traditional business and a 30x PS for its AI capabilities, maintaining a "Buy" rating [1]. Industry Dynamics - The AIGC video generation sector is entering a phase of differentiation characterized by general models versus vertical capabilities and platform ecosystems. Kuaishou's model stands out for its integrated audio-visual generation and cost-effective batch production capabilities [2]. - Kuaishou has established a closed loop of technology, ecosystem, and monetization, showcasing long-term value. In Q1 to Q3 of 2025, Kuaishou's revenues were 150 million, 250 million, and 300 million RMB respectively, with a monthly revenue exceeding 20 million USD in December 2025, indicating a strong annual revenue run rate of 240 million USD [2]. - By the end of 2025, Kuaishou AI is projected to have 60 million creators globally, generating over 600 million videos and collaborating with more than 30,000 enterprise users, highlighting its commercial viability [2].

Core Viewpoint - The video streaming company has experienced a significant decline in its stock value following the announcement of its agreement to acquire Warner Bros [1] Group 1 - The acquisition of Warner Bros is a strategic move by the video streaming company aimed at expanding its content library and enhancing its competitive position in the market [1] - The market reaction has been negative, indicating investor concerns regarding the financial implications of the acquisition [1]

Core Viewpoint - Netflix's share price has declined significantly, down over 37% from recent highs and 11% year-to-date, following cautious guidance in its fourth-quarter results [1] Group 1: Financial Performance - Netflix reported strong growth with 120 million viewers for the final chapter of "Stranger Things," ending the year with 325 million subscribers, an increase of nearly 8% year-over-year [2] - Overall revenue increased by almost 18% to $12.05 billion, surpassing analyst expectations by $1.97 billion, while earnings per share (EPS) rose 30% to $0.56, slightly above the $0.55 consensus [4] - Revenue growth was robust across regions, with U.S. and Canada revenue up 18% to $5.3 billion, EMEA revenue also up 18% to $3.9 billion, Asia-Pacific revenue climbing 17% to $1.4 billion, and Latin America revenue increasing 15% to $1.4 billion, with a 20% rise in constant currencies [3] Group 2: Future Outlook - For Q1, Netflix forecasts a 15% revenue increase with a 32.1% operating margin, and for the full year, it expects revenue between $50.7 billion and $51.7 billion, indicating 12% to 14% growth, alongside a projected operating margin of 31.5% [5] - The company is in the process of acquiring Warner Bros. Discovery's studio and streaming assets, which will enhance its content library with popular franchises like "Game of Thrones" and "Harry Potter," providing a significant boost to ad-friendly content [8] Group 3: Investment Considerations - Netflix's ad revenue has surged 2.5 times to $1.5 billion, with management projecting it will double this year, indicating a shift towards ad-driven revenue growth [2][7] - The stock is currently trading at a forward price-to-earnings ratio of 26 times 2026 analyst estimates, presenting a more attractive valuation compared to previous months, suggesting potential for investment [9]