Market context
Follow the story. See which markets it affects. Explore the context.
Netflix shares dropped 8.2% after-hours on weak Q3 guidance, with revenue growth largely driven by price hikes rather than subscriber gains. Concerns over content spending and competition weigh on se…
Netflix highlights generative-AI cost savings on Q2 earnings call, but concerns over user engagement and competition persist despite management's efforts to reassure investors.
Netflix Q2 earnings beat EPS estimates with 13% revenue growth, but stock fell 10% as investors reacted negatively to reduced engagement reporting frequency and slightly light Q3 revenue guidance.
US stocks fell Friday as semiconductor stocks entered a bear market amid AI spending concerns, triggered partly by China's Moonshot Kimi K3 model. Netflix plunged 12% after weak Q3 revenue guidance.
Google executive Matt Brittin is poised to lead the BBC, signaling a digital shift amid streaming competition, funding changes, and reputational challenges from a Trump lawsuit.
Apple plans to launch a video podcast feature on Apple Podcasts this spring, enabling creators to monetize video content with dynamic ads, intensifying competition with Spotify, YouTube, and Netflix.
Amazon MGM Studios is piloting AI tools to reduce film and TV production costs and speed workflows, launching a closed beta by March, aiming to enhance creativity without replacing human roles.
Apple's fiscal Q1 2026 results expect strong iPhone 17 sales driving double-digit growth. Services and iPad segments show healthy gains, while Mac sales see modest growth amid competitive PC market s…
Apple’s robust fiscal 2025 revenue, AI integration, and strong China iPhone 17 sales support moderate bullish sentiment despite premium valuation and regulatory risks. Disney offers greater upside fr…
YouTube and Disney reached an agreement restoring Disney-owned channels like ABC, ESPN, and FX to YouTube's subscriber service throughout the day.
Apple's Q4 fiscal 2025 results are expected to show strong growth in Services and Mac sales, driven by a growing subscriber base and content success in Apple TV+. However, iPad sales are anticipated …
Amazon's diversified business model, driven by AWS cloud leadership and strong advertising growth, offers better long-term upside than Netflix's focused streaming approach despite short-term valuatio…
Alphabet's YouTube TV and Comcast-owned NBCUniversal reached a multi-year carriage deal keeping NBC networks and Peacock access on Google platforms, averting a blackout and strengthening YouTube TV's…
Prince William's interview with Eugene Levy will air on Apple TV+ Friday, giving Apple TV+ prominent exposure as he discusses family, monarchy, and plans for change.
Alphabet and NBCUniversal agreed a multi-year carriage deal keeping NBC networks and Peacock on YouTube TV, averting a blackout and extending a short-term contract while Peacock will join YouTube Pri…
Alphabet's Google and Comcast-owned NBCUniversal struck a long-term deal to keep NBC shows, including Sunday Night Football and America's Got Talent, available on YouTube TV.
Alphabet’s YouTube TV and NBCU struck a short-term deal extension to avert a carriage blackout, temporarily preserving service access and ad/subscriber revenue.
Google and Comcast-owned NBCUniversal agreed to a short-term extension of their YouTube TV carriage deal, easing immediate distribution risk, per Variety; Reuters could not independently verify the r…
YouTube (Alphabet) unveiled 30+ AI-driven creator tools at its 20th anniversary, highlighting strong creator monetization and ad growth; analysts expect YouTube to surpass Disney's media revenue this…
Apple TV+ won a record 22 Emmys and 81 nominations, lifting viewership and services revenue; Apple raised subscription pricing but faces stiff competition from Disney and Netflix and carries premium …