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Why Guggenheim Securities' Michael Morris is bullish on Netflix
Youtube· 2025-10-21 01:02
Core Business Performance - Netflix is shifting focus from subscriber count to engagement metrics, which measure the amount of time users spend on the platform [2][3] - Engagement has been a challenging metric for Netflix in recent quarters, but there are expectations for improvement in Q3 due to strong content performance [3][5] Content Performance - The company had a strong lineup of titles in Q3, including the latest season of "Squid Game," "Happy Gilmore," "Wednesday," and "K-pop Demon Hunters," which contributed significantly to engagement [4][5] Competitive Landscape - The rise of AI-generated content poses both opportunities and threats for Netflix, as it competes with platforms like YouTube that focus on short-form content [6][8][9] - Netflix is actively building its intellectual property (IP) and exploring new revenue streams, which are crucial for maintaining competitiveness in the evolving media landscape [8][10] Strategic Initiatives - Netflix is pursuing partnerships to enhance content offerings, such as collaborations with TF1 in France for live content and Spotify for exclusive video podcasts [12][13] - The company is also expanding its gaming initiatives and engaging top-performing short-form content creators to produce Netflix content [13] Future Outlook - There are predictions that Netflix will invest in NFL content in the next cycle, indicating a proactive approach to securing valuable content rights [14]
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This one’s for the Happy Gilmore fans. 🍿⛳️@fxnction’s taking the Birdie Stream to the moon with Jack Giarraputo, producer of the most iconic golf movie ever. 🤩Catch the chaos live on @pumpdotfun. Sponsored by @brave + $BAT.f𝕏nction (0/hero) (@fxnction):Tomorrow I’m taking the BIRDIE Stream to the next level…. Happy Gilmore style…I’m golfing with a very special guest…Jack Giarraputo, Co-Founder of Happy Madison Productions, Box Office Billionaire, and the producer of the most ICONIC golf movie of all time, H ...
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For “Happy Gilmore” star Julie Bowen, being on stage for the first time felt like a natural experience. “I felt I was finally in a place where I could make myself as big as I wanted.” https://t.co/6NLX1jEKH6 ...
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For “Happy Gilmore” star Julie Bowen, being on stage for the first time felt like a natural experience. “I felt I was finally in a place where I could make myself as big as I wanted.” https://t.co/7BIQSyrCBn ...