Welcome back. Netflix is not just making a big splash at the box office over the weekend. It also announced some new immersive experiences.Julia Borson has that story for today's tech check. Julia. Hey Dom.Well, K-pop Demon Hunters grossed an estimated 18 to20 million from singalong showings of the film on Saturday and Sunday at 1700 theaters across the country. Now, this is the first time that Netflix, a streamer, has ever done anything theatrical like this. And Netflix has a notoriously tough relationship ...

Entertainment giant Disney, which is counting on its streaming and theme-park businesses to drive growth, raised its profit forecasts for the fiscal year https://t.co/w11EifAMuq ...

Investment Rating - The investment rating for Telefonica Brasil SA is Overweight [7][79]. Core Insights - The report outlines a strategy based on five pillars to enhance Free Cash Flow (FCF): 1) ARPU uplift, 2) Churn reduction, 3) Regulatory tailwinds, 4) Leasing cost optimization, and 5) Lower CAPEX intensity [3][4][5][6]. Summary by Sections Product Initiatives - Brazil's competitive landscape remains positive despite new entrants like NuCel, with price hikes expected to support revenue growth in Q2 2025. The focus is on high-quality convergent offers, which account for over 80% of fiber net additions. Management aims to increase ARPU and reduce broadband fiber churn from 1.5% to closer to 1% [4]. Cost Initiatives - Cost optimization is targeted through regulatory upgrades and leasing cost reductions. The transition from concession to authorization is expected to yield one-off benefits and recurring savings as legacy networks are phased out. Additionally, further reductions in tower leasing costs are anticipated due to market consolidation [5]. CAPEX Trends - The CAPEX/Revenue ratio is projected to decline as major investments for 5G and fiber-tower connections are completed. Future efforts will focus on increasing FTTH penetration and scaling network sharing agreements, which will help reduce CAPEX intensity [6]. Financial Projections - The report forecasts an improvement in FCF margins from 5% in 2024 to 16% in 2026, driven by successful execution of the outlined strategies. The current valuation is noted to be 18% below its 2021 average, indicating potential upside [7].