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Netflix cites YouTube's dominance to justify Warner Bros. Discovery deal approval
CNBC Television· 2025-12-09 17:31
The co-CEOs of Netflix telling investors yesterday they're quote super confident the deal with Warner Brothers Discovery will close citing market share against streamers as a key reason. Our Drew Debos is digging into that for today's tech check. This is a little complex but important to understand.D >> it is. So you're right Carl regulators they're going to fixate on the giant that Netflix and Warner Brothers would create but the real outlier is YouTube and it may actually be Netflix's best shot at getting ...
X @The Economist
The Economist· 2025-11-21 18:45
Streaming Strategy - Netflix believes streaming is the optimal method for producing global hits [1] Business Model - Despite experimenting with in-person experiences and theatrical releases, Netflix prioritizes streaming [1]
Disney's streaming numbers are most important in earnings, says WSJ's Jim Stewart
CNBC Television· 2025-11-12 21:17
As I said, Jim Stewart was here with us at Post 9 to look ahead to Disney uh tomorrow. The most important thing in your mind is what. >> The the numbers on streaming, the sports, and of course the regular streaming thing.This is like to me it's going to be an incredibly re revealing quarter because the first time Disney is all in on streaming. We've got the regular Disney stuff, Disney Plus, Hulu, and then we finally have ESPN going direct to consumer. So that I'd say the profit and revenue will be less rev ...
Scotiabank Upgrades Comcast (CMCSA) PT to $45.50, Keeps Sector Perform Rating
Yahoo Finance· 2025-10-13 12:43
Group 1 - Comcast Corporation (NASDAQ:CMCSA) is considered a promising stock under $100, with Scotiabank analyst Maher Yaghi raising the price target to $45.50 from $45 while maintaining a Sector Perform rating [1] - In Q2, Comcast reported $4.5 billion in free cash flow and a 3% increase in adjusted EPS to $1.25, supported by a 2% year-over-year revenue growth [2] - The company's core growth businesses, which include broadband, wireless, business services, parks, streaming, and studios, account for approximately 60% of total revenue and are growing at a high single-digit rate [3] Group 2 - Management anticipates that the exposure to growth areas will increase to 70% over the next few years as Comcast aims to reaccelerate total revenue growth [3] - Comcast operates through various segments including Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks [4]
Jim Cramer on Sportradar: “I Think That the Fundamentals Are Good Here”
Yahoo Finance· 2025-10-11 14:03
Group 1 - Sportradar Group AG (NASDAQ:SRAD) is recognized for providing sports data, technology, and content solutions primarily for the betting and media industries [2] - The company offers a range of services including real-time data, odds services, streaming, integrity solutions, and performance analytics [2] - Jim Cramer highlighted Sportradar as a significant player in the online sports betting space, comparing it to an "arms dealer" for sportsbook operators [2] Group 2 - Cramer previously recommended buying Sportradar at $12, and the stock has since risen to $29, indicating strong performance [2] - Despite a good quarterly report, the stock experienced a decline of 5.7% following the announcement, but has since recovered from its lows [2] - There is a general concern regarding the perception of excessive gambling, which Cramer noted as an existential threat to the industry [1]
X @Andy
Andy· 2025-09-15 15:20
My co-founder is at Basecamp. We will be working closely with Base on streaming going forward.More to come on that from Robbie, shoot him a follow.robbie (@robbie_rollup):BREAKING: Base will launch a token. Announced today at Basecamp in Stowe, Vermont https://t.co/VWtMEc53cj ...
X @Easy
Easy· 2025-09-03 01:43
Streaming Platform Growth - Streaming is believed to be a successful avenue for growth [1] - One individual's actions significantly increased the number of streamers on Pump Fun [1] - Creator rewards exceeding 60 thousand dollars (60k+) attracted new creators [1] - The platform anticipates hundreds of new creators joining in the coming weeks [1] Platform Dynamics - The platform may face a situation with more streamers than viewers [1]