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SGA Global Growth Strategy raised its position in Netflix after recent pullbacks, citing strong fundamental durability. Despite conservative Q2 guidance, Netflix demonstrated 16% revenue growth, sust…
Paramount Skydance posted mixed Q2 results—revenue beat but profit missed—amid its $110B Warner Bros. Discovery merger bid, now facing an antitrust trial set for March.
Disney beat EPS estimates on strong parks and streaming growth despite a revenue miss; stock rose 4% pre-market as investors focused on experiences segment strength and increased buybacks.
Paramount Skydance beat Q2 revenue estimates, raised 2026 EBITDA guidance, and grew streaming subscribers by 2 million, while cable TV continued to decline. WBD merger remains on track despite antitr…
NFLX shares fell 10.2% in six months despite strong fundamentals: 15.1% subscriber growth, 31.2% EBITDA margin, and 50% EPS CAGR. Stock trades at 16.8x forward EV/EBITDA, suggesting a potential buyin…
Netflix co-CEO Sarandos signals company favors organic growth over M&A, dampening acquisition hopes. Stock down 30% this year amid decelerating growth and leadership transition concerns.
Netflix reaffirmed 2026 guidance with 13-14% revenue growth, strong subscriber retention, rising ad revenue, and record $4.7B buyback, signaling confidence despite engagement growth moderating.
Netflix shares fell after weak Q3 revenue guidance and stagnant growth concerns. Analysts note lack of catalysts, reduced transparency on viewership data, and no clear growth story, though potential …