The Dow dropped 147 points, S&P 500 fell 0.4%, Nasdaq slid 0.9%. Weak earnings from Texas Instruments and Netflix hit the markets hard. Texas Instruments shares fell 4% after reporting weaker-than-expected Q4 earnings and disappointing guidance. The semiconductor sector broadly suffered: AMD, On Semiconductor, and Micron Technology dropped about 3% each, while the VanEck Semiconductor ETF (SMH) pulled back 2%.Netflix plunged 9% following a Q3 earnings miss, citing a Brazilian tax dispute. “High-profile rep ...

股价表现与市场反应 - 公司股价下跌主要因营收未超预期 而Netflix通常能超越营收指引 本季度仅达到预期 [2] - 历史上公司营收平均比指引高出近0.5% 本季度为表现强劲的季度但未达更高预期 [3] - 市场对营收未达更高预期以及管理层关于潜在Warner Brothers Discovery交易的评论更为微妙感到失望 [4] 巴西税务问题 - 巴西税务问题已在之前的10-K和10-Q文件中披露 源于8月巴西最高法院对另一家公司的裁决 [1] - Netflix因此决定计提准备金 但该问题被认为并非重大事项 [1][2] 内容表现与市场地位 - 本季度内容表现优异 公司自知拥有优质内容 [2] - 单一内容如K-pop Demon Hunters影响有限 因公司每六个月发布16000个标题 [3] - Nielsen和Barb数据显示公司在英美市场占有率强劲 市场地位稳固 [3] 对Warner Brothers Discovery的潜在收购 - 公司对HBO的经典内容库如《The Sopranos》等有浓厚兴趣 但对HBO流媒体服务本身存在疑问 [5][6] - 收购可能面临反垄断问题 且公司对传统线性电视网络无兴趣 [5][7] - 该交易对Netflix的必要性低于对Paramount或Comcast等公司 后两者合并工作室和流媒体服务能产生更大规模效应 [8] - 交易规模可能高达800-900亿美元 需要联合首席执行官共同同意 [11] 管理层观点与公司治理 - 联合首席执行官Ted Sarandos和Greg Peters在潜在收购上的评论存在差异 Ted负责内容 Greg负责产品与技术 [4][10] - 两位联合首席执行官通常各司其职 但在重大收购决策上需达成一致 可能需要Reed Hastings作为最终决策者 [10][11]

市场开盘表现 - 美国股市开盘普遍下跌 标普500指数下跌0.04% 罗素2000指数下跌0.11% 道琼斯指数下跌0.14% 纳斯达克指数下跌0.18% [2] 早盘财报反应积极个股 - Intuitive Surgical股价在盘前交易中大幅上涨17.76% 得益于强劲的盈利表现 [3] - Vertiv股价上涨7.1% Hilton股价上涨3.1% [3] - 前一日公布财报的公司热度延续 Pegasystems上涨12.5% Capital One上涨4.12% Haliburton上涨2.77% [3] 早盘财报反应疲软个股 - Texas Instruments股价下跌7.9% 因前一日盘后表现疲弱 [4] - Manhattan Associates股价下跌7.9% Netflix股价下跌7.4% Newmont股价下跌4.77% [4] - Mattel股价下跌5.5% 因业绩不及预期且北美销售额出现下滑 [4] 宏观经济指标 - 10年期美国国债收益率下降1.9个基点至3.944% [6] - 连续黄金期货合约价格下跌1.76%至每盎司4,036.80美元 [6] 当日重要事件日程 - 今日主要财报特斯拉、SAP、IBM将在盘后公布 [8] - 早盘时段由Thermo Fisher、AT&T和GE Vernova的财报主导 [8]

富国银行将奈飞的目标价从1560美元下调至1510美元，维持"增持"评级。 ...

JasonDoiy / iStock Unreleased via Getty Images Netflix (NASDAQ:NFLX) shares are tumbling almost 9% at the market open following yesterday's third-quarter earnings report. Although revenue rose 17% year-over-year to $9.8 billion, meeting management’s guidance and Wall Street expectations, earnings of $5.87 per share missed consensus estimates of $5.95 due to a one-time $360 million charge tied to a Brazilian tax dispute. Management emphasized the hit was non-recurring and should not affect long-term perfor ...

奈飞公司 20251022 摘要 Netflix 用户参与度保持良好，美国和英国的电视广告时间份额创历史新 高，广告销售季度表现最佳，预计 2025 年广告收入将超过翻一番，表 明其在流媒体领域的持续增长和盈利潜力。 Netflix 通过现场直播产品和游戏等新兴业务功能不断创新，如卡内洛- 克劳福德拳击赛和电视游戏，这些举措旨在提升用户体验和长期竞争力。 巴西税务问题导致 Netflix 在第三季度计提相关费用，主要影响 2022 年 至 2024 年期间，对 2025 年的影响约为 20%，但预计不会对未来业绩 产生重大影响。 Netflix 重申其财务目标，即保持健康的收入增长、扩大利润率并增加现 金流，并计划在 1 月份发布 2026 年全年指引。 Netflix 广告业务增长迅速，2025 年收入预计翻一番，程序化广告增长 速度更快，将成为未来增量收入的重要组成部分，关键在于扩大规模、 关注用户群体、升级广告技术栈和强大的内容阵容。 Netflix 通过与 Spotify 合作的视频播客交易，以及在院线窗口变现部分 内容，进一步丰富内容阵容，巩固其作为主要娱乐服务平台的位置。 Netflix 持续投资 ...

Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First up, US stock futures are searching for direction after the Dow closed at a new record on Tuesday. Earnings are driving the action. And while we're still early in reporting season, so far, the results coming in strong.According to LCG, 87% of the reports so far have beaten expectations. And it's already been a busy morning. some of the top movers to watch on their earnings ...

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奈飞跌幅扩大至10%。 来源：滚动播报 ...

LOGIN SUBSCRIBE BYÂ Reuters Listen to this ArticleMore info 0:00 / 0:00 Netflix missed Wall Street's third-quarter earnings targets because of an unexpected expense from a dispute with Brazilian tax authorities, while it offered a forecast a touch ahead of Wall Street projections for the rest of the year. The report failed to impress investors accustomed to fast-paced growth from the streaming video pioneer. Shares of Netflix, which had risen 39% this year ahead of the earnings report, fell 6.3%, to $1,163. ...