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Netflix Stock Stalled as Analyst Voices Valuation Concerns
Schaeffers Investment Research· 2025-07-07 13:34
Streaming favorite Netflix Inc (NASDAQ:NFLX) is down 1.1% to trade at $1,291.57, after suffering a downgrade to "neutral" from "buy" at Seaport Research Partners. The brokerage said it fears that Netflix's long-term valuation has limited growth potential, specifically with its advertising and new project launches. Netflix stock has been on a tear up the charts since mid-2022, with the most recent climb aided by the ascending 20-day moving average. The equity has added 45% in 2025 and tapped a fresh record h ...
How Netflix keeps luring big-name directors away from the traditional box office
CNBC· 2025-07-07 13:00
In this articleNFLXFilm directors Rian Johnson (L), Greta Gerwig (C), and Guillermo Del Toro (R)Getty ImagesNetflix isn't interested in bringing movies to theaters.The company's leaders have said they see theatrical movie releases as an "outdated" model. Yet for more than a decade, the streamer has lured in some of Hollywood's biggest directors to make content exclusively for its platform.Martin Scorsese, Alfonso Cuarón, Bong Joon-ho, Spike Lee and Guillermo del Toro, darlings of the big screen, have all di ...
Why Netflix Stock Jumped 11% in June
The Motley Fool· 2025-07-04 23:28
Group 1 - Netflix stock gained 11% in June, driven by analyst upgrades and positive announcements, alongside benefiting from Apple's success with its film F1: The Movie [1][6][7] - The company has maintained its position as the top streaming service despite increased competition, showcasing strong management and adaptability [2] - In Q1 2025, Netflix reported a 13% year-over-year revenue increase, a 27% rise in operating income, and an improvement in operating margin from 28.1% to 33.3% [3] Group 2 - The ad-supported tier's revenue is small but expected to double this year, with management forecasting healthy subscriber growth and price increases while maintaining full-year guidance [5] - Recent strong results have led to multiple analyst upgrades, contributing to the stock's rise, which is also supported by an overall improving market [6] - Netflix aims for a $1 trillion valuation by 2030, indicating confidence in its resilience and innovation to continue providing shareholder value [8]
TikTok切入YouTube的客厅腹地,我有四个猜想
Hu Xiu· 2025-07-04 00:41
6月下旬,据The Information消息:TikTok在开发SmartTV专版,目标是最快在三星、Roku、FireTV 等主流系统上线。 就在前几天结束的戛纳国际创意节上,TikTok全球产品负责人DavidKaufman直言:客厅就是下一条预算战线。TikTok正从社交平台向全视频平台转型, 而电视端布局正是支持这一转型的投资方向之一。 种种的迹象都表明,TikTok要进入YouTube的腹地了。 根据eMarketer数据,2024年全年,美国有1.5亿人在客厅大屏上刷YouTube。目前,YouTube在美国已经吞下近四分之一的CTV广告预算,是市场的绝对老 大。 另据市场营销公司Tinuiti的数据,美国广告主在YouTube CTV端投下的营销预算(43%)首次反超移动端(42%)。就在一年前,这两个数字还是 24% vs 51%,手机体量几乎是 CTV 的两倍。 对很多广告主而言,这已经是一道非常明显的预算分水岭——广告费正从移动端和传统线性电视,大规模并持续涌向CTV联网电视。 这次,TikTok要进军CTV领域,很明显是越来越眼馋CTV广告的肥肉。 TikTok会怎么切入客厅的大屏场景 ...
X @The Economist
The Economist· 2025-07-04 00:40
In most countries, good television is cheap. A monthly Netflix subscription costs less than a takeaway pizza. In North Korea, by contrast, watching a gripping TV drama can cost you your life https://t.co/jOyO35uzTO https://t.co/IYoonuIaJI ...
Netflix price hikes, ad tier to drive growth through 2026, analysts believe
Proactiveinvestors NA· 2025-07-03 17:00
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Banking giant sets date when Netflix stock will drop to $1,140
Finbold· 2025-07-02 11:43
Goldman Sachs has become the latest Wall Street heavyweight to revise its outlook on Netflix (NASDAQ: NFLX) ahead of the company’s second-quarter earnings.In a July 2 note, Goldman analyst Eric Sheridan cited growing confidence in Netflix’s ability to sustain its momentum through the second half of 2025. He credited the platform’s diverse content lineup and resilient user engagement as core drivers of its ongoing strength.“In the current environment and given Netflix’s robust content slate during the second ...
Banking giant sets date when Netflix will crash to $1,140
Finbold· 2025-07-02 11:43
Goldman Sachs has become the latest Wall Street heavyweight to revise its outlook on Netflix (NASDAQ: NFLX) ahead of the company’s second-quarter earnings.In a July 2 note, Goldman analyst Eric Sheridan cited growing confidence in Netflix’s ability to sustain its momentum through the second half of 2025. He credited the platform’s diverse content lineup and resilient user engagement as core drivers of its ongoing strength.“In the current environment and given Netflix’s robust content slate during the second ...
Netflix teams up with NASA to boost its live TV offering
TechCrunch· 2025-06-30 19:01
Core Insights - Netflix has announced a partnership with NASA to provide live space programming on its platform later this summer, including rocket launches, astronaut spacewalks, and views from the International Space Station [1] - This partnership indicates Netflix's strategy to expand its live programming offerings beyond in-house productions and exclusive events [2] Company Strategy - Netflix has been gradually introducing live TV content, focusing on genres such as stand-up comedy, awards shows, and special events, while also emphasizing sports programming [3] - The recent collaboration with TF1 allowed Netflix subscribers in France to access live sporting events and other entertainment content, showcasing its intent to diversify live offerings [3] Industry Context - NASA has previously partnered with streaming services to engage space enthusiasts, including a recent collaboration with Prime Video to launch a live FAST channel [3] - NASA maintains a robust presence on platforms like YouTube and offers NASA+ content for free on its website, indicating its strategy to reach a wider audience [3]