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].

Key Takeaways Netflix's 10-for-1 split takes effect while leaving total shareholder value unchanged.NFLX posted strong Q3 momentum with rising subscribers, higher margins and a stronger content pipeline.Netflix raised its 2025 free cash flow forecast amid lower content spend and payment timing shifts.Netflix's (NFLX) 10-for-1 stock split took effect at market open on Nov. 17, 2025, leaving the actual investment value completely unchanged for existing shareholders.The streaming leader executed this corporate ...

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 ...

Core Viewpoint - The bidding war for Warner Bros. Discovery (WBD) is underway, with expectations that the final offer will be below the $30 per share target set by CEO David Zaslav, despite initial bids starting at $23.50 from Paramount Skydance [1][5][18]. Group 1: Bidding Participants - Paramount Skydance, led by David Ellison and backed by Larry Ellison, is a primary contender in the bidding process for WBD [2][5]. - Other major bidders include Comcast, led by Brian Roberts, and Netflix, managed by Ted Sarandos, Greg Peters, and Reed Hastings [2][10]. - Amazon and other media and tech companies have shown interest, but their commitment level remains uncertain compared to the main bidders [3]. Group 2: Bid Details and Expectations - Paramount Skydance has made an initial offer of $23.50 per share and is expected to enhance its bid to around $25 per share, with advice to avoid a costly bidding war that exceeds $27 per share [5][6]. - The bidding process is anticipated to continue until the end of the year, with Zaslav likely holding two to three rounds of bidding to increase the price [5][24]. - Paramount Skydance's bid is characterized by a high cash component (80%) and regulatory certainty, making it more appealing compared to the fragmented bids from Comcast and Netflix [13]. Group 3: Regulatory and Political Considerations - Comcast and Netflix face significant regulatory hurdles from the Trump administration, which may complicate their bids [7][20]. - The political landscape is a critical factor, as the Trump administration may favor Paramount Skydance due to its connections with the Ellison family, potentially leading to a quicker antitrust review process [18][20]. - If Comcast wins the bidding, it may face a lengthy antitrust investigation due to its existing debt and ownership of major studios, which could delay the acquisition process [10][20]. Group 4: Future Strategies - Zaslav is considering the possibility of breaking up WBD into separate entities if the bidding does not meet expectations, with a potential reevaluation of the sale next year [24][25]. - The WBD board must weigh the benefits of a quicker approval from Paramount Skydance against the lengthy regulatory processes associated with Comcast and Netflix [24].

Core Viewpoint - Apple and Netflix are two prominent stocks in the market, with Apple having a market cap of approximately $4 trillion and Netflix around $471 billion, highlighting their size difference and market presence [2][5]. Company Analysis: Apple - Apple is recognized for its innovative consumer technology products, particularly the iPhone, but has not yet established a strong AI strategy compared to other tech giants [2]. - Despite not heavily investing in AI, Apple has avoided some recent downturns in the AI sector and has seen strong sales for its iPhone 17 in China [3]. - The company maintains a gross margin of 46.91% and does not offer a dividend yield [5]. Company Analysis: Netflix - Netflix has surpassed 300 million global subscribers and is increasing prices on its monthly memberships, indicating strong financial performance [6]. - The company is actively leveraging generative AI to enhance user experience and assist content creators, positioning itself well in the streaming market [5][6]. - Netflix's gross margin stands at 48.02%, and it does not provide a dividend yield [8]. Investment Recommendation - The recommendation is to buy Netflix over Apple due to its clearer growth path and leadership in content, despite Netflix trading at a higher forward earnings multiple of over 43 [8][9]. - While Apple is not considered a poor investment, the growth opportunities for Netflix appear more significant at this time [9].

Core Insights - Both Netflix and ServiceNow are high-growth companies with significant stock price increases over the past decade, each up nearly 900% [1][2] Netflix - Netflix completed a 10-for-1 stock split, reducing the share price from over $1,000 to approximately $114, making it more accessible to a broader investor base [3][5] - The company reported a 17% year-over-year revenue increase to $11.5 billion, driven by member growth, price increases, and advertising strength [5] - Netflix's current valuation stands at about 48 times earnings and 11 times sales, which is considered demanding for a media company, but sustainable double-digit revenue growth could justify this valuation [6] ServiceNow - ServiceNow's subscription revenue reached $3.3 billion in Q3, marking a 22% year-over-year increase, contributing to total revenue growth of 22% to $3.4 billion [7][9] - The company's remaining performance obligations grew by 21% year-over-year to approximately $11.4 billion, indicating a strong backlog of contracted revenue [9] - Free cash flow increased by 18% year-over-year to $592 million, allowing for continued investment in AI capabilities while expanding margins [10] - ServiceNow's board approved a five-for-one stock split, pending shareholder approval, with a forward price-to-earnings ratio of 41, reflecting its growth potential in the AI sector [11]

JasonDoiy / iStock Unreleased via Getty Images The stock market appears to be in turmoil right now. Many of the hottest tech names are sinking, as investor sentiment sours on the future of the economy, uncertainty builds around an interest rate cut path given inflationary pressures, and spending is being called into question by many of the mega-cap tech names which are driving the economy forward. Quick Read Netflix (NFLX) announced a 10-for-1 stock split and now trades around $113. Netflix reported ...

Netflix (NFLX) shares just became a lot more affordable for investors to buy. After completing a 10-for-1 stock split, the price of each NFLX share has dropped, making the stock more accessible and boosting overall trading liquidity. The move comes during a strong year for the company. Netflix is up roughly 25% so far in the year to date. But a lower share price alone doesn’t automatically make the stock a buy. What continues to support the long-term story is Netflix’s steady growth in paid memberships, a ...

Netflix, Inc. ( NFLX ) is one of the most recognized companies in the world. It is a company that has been in our homes for quite some time, and it is with us in theThere are many ways sell-side analysts try to find a company’s “fair” value — some useful, others pure illusion. The DCF method is like a massive LEGO set: every tiny assumption has to fit just right, and it opens the door to bias — overconfidence, hindsight, and anchoring. The multiples approach seems easier — compare with peers — but it assume ...