Netflix just made its second big podcast move, announcing a deal with iHeartMedia to exclusively host the video versions of more than a dozen of its shows. Those shows include "The Breakfast Club," cohosted by popular radio personality Charlamagne tha God; true crime show "My Favorite Murder"; and "Dear Chelsea" with Chelsea Handler.Netflix said the shows will launch on its platform in early 2026 in the US, with other markets to follow. Netflix stressed the variety of the shows available through the deal. ...

The world's best streaming stock is up 701% in 10 years.Netflix (NFLX 1.49%) deserves credit for spearheading the world's shift away from cable TV and toward streaming. It's the leader in that market, with a global presence, massive user base, pricing power, and sizable profits.Should you invest $100 in this dominant streaming stock, which trades 29% below its peak (as of Dec. 12), right now? Netflix is an expensive stockThis stock has performed exceptionally well in the past, soaring 701% over the trailin ...

Would buying Warner Bros. give Netflix too much power? The streaming giant is telling regulators it won't, and antitrust experts say the answer ultimately depends on how you define who Netflix competes with.Does Netflix compete with only paid streaming services, a market where it dominates? What about the TV dinosaurs it disrupted, or the social video services nipping at its heels? Could sleep even be a competitor, as its cofounder Reed Hastings famously suggested? Rival suitor Paramount Skydance has slam ...

派拉蒙面临的挑战与潜在交易 - 公司拥有丰富的内容库，但在流媒体竞争中处于规模劣势，其流媒体订阅用户数量较少，且每用户平均收入较低[1] - 公司电影和电视工作室在过去10到20年间的生产力低于好莱坞其他同行，尽管历史内容库深厚，但近年产出效率不足[2] - 公司有强烈动机完成与华纳的交易，以解决其规模不足的问题[2] - 若交易成功，将为派拉蒙股东创造更多选择权和上行潜力，但同时也会带来更多债务和执行风险，管理层将面临前所未有的挑战[3][4] 流媒体行业格局展望 - 流媒体业务本质上是影视及短视频内容的下游分发，预计未来仍将是一个碎片化的市场[6] - 尽管长期存在Netflix将赢家通吃的看涨观点，但体育、影视知识产权所有者有话语权，且其利益在于保持分发渠道的碎片化[6] - 预计未来多年仍将存在多个流媒体服务[6] - 2026年的美国国家橄榄球联盟版权重新谈判将是一个重要的观察节点[6] 看好的投资领域：现场娱乐与音乐 - 现场娱乐和音乐领域预计表现良好[5][7] - 流媒体和社交媒体提升了全球顶级知识产权的价值，并导致中间层被掏空，超级明星运动员和音乐家能够更快、更频繁、更具病毒式地触达消费者[9] - 音乐、音乐会、体育赛事门票的价值都在上升[10] - 现场娱乐公司Live Nation是实现该投资主题的首选方式，其作为“收费站”，受益于艺术家在全球拓展巡演城市、延长巡演时间并提高票价的趋势[8][10] - 音乐流媒体服务Spotify也受到青睐，因为流媒体提供了更好的体验，且音乐更易于分享，这推动了音乐本身价值的上升[10][11]

LOS GATOS, Calif., Dec. 15, 2025 /PRNewswire/ -- Netflix, Inc. (NASDAQ: NFLX) today announced it will post its fourth quarter 2025 financial results and business outlook on its investor relations website at http://ir.netflix.net on Tuesday January 20th, 2026, at approximately 1:01 p.m. Pacific Time. A live video interview with co-CEOs Ted Sarandos and Greg Peters, Chief Financial Officer Spence Neumann and VP, Finance/IR & Corporate Development Spencer Wang will begin at 1:45 p.m. Pacific Time. Management ...

The change that most of the industry has been hoping to avoid is finally being forced upon it.The U.S. cable television industry was already hanging by a thread. Technology giant Alphabet (GOOG 1.11%) (GOOGL 1.04%) may be about to completely snip it.This is the likely outcome of a move that Alphabet's cable-television alternative -- YouTube TV -- recently announced it would soon be making. Although details are still scant, the company plainly said, "Early next year, we'll launch YouTube TV Plans, bringing m ...

Key Points Netflix shares are down about 29% from the end of June. The streaming giant posted double-digit revenue growth and strong free cash flow in Q3. A Warner Bros deal adds regulatory risk and could pressure the valuation. 10 stocks we like better than Netflix › Shares of Netflix (NASDAQ: NFLX) are down about 29% from the end of June. Part of the growth stock's slide was driven by a post third-quarter earnings sell-off largely tied to a one-time Brazilian tax charge, but a good portion of i ...

收购要约与交易结构 - 派拉蒙提出以每股30美元的全现金要约收购华纳兄弟探索公司全部资产 这被公司称为“更优越”的收购方案 [2] - Netflix此前已与华纳兄弟探索公司达成协议 以每股27.75美元的现金加股票交易方式收购其影视工作室和流媒体平台HBO Max [2] - 派拉蒙的收购目标包括华纳兄弟探索公司的全球网络部门 该部门包含CNN和其他有线电视资产 而Netflix目前仅计划收购工作室和流媒体部门 [5] 反垄断监管挑战 - 反垄断法律专家指出 无论Netflix还是派拉蒙的收购方案 在流媒体业务方面都将面临类似且重大的反垄断审查挑战 [1][3][4] - 尽管派拉蒙在流媒体市场份额小于Netflix 但其市场份额仍足够大 导致合并后的公司会受到监管机构的密切关注 [5] - 监管审查不仅限于美国 欧盟和其他司法管辖区的监管机构也会审查此次收购 不同地区的监管要求可能存在差异 [15] 市场定义与竞争分析 - 在评估交易对传统新闻媒体的影响时 法院可能会将X、Substack和播客等新媒体平台纳入整体市场定义中进行权衡 [6] - 从技术性反垄断角度看 交易在新闻业务方面引发的问题可能小于流媒体业务方面 [9] - 相关市场可能被定义为更广泛的媒体市场 而不仅仅是传统媒体 [9] CNN在交易中的角色 - 前总统特朗普公开表示 任何收购华纳兄弟探索公司的交易都必须包含CNN 并批评了CNN的管理层 [10] - 专家建议 如果Netflix希望交易获得批准 可能需要考虑将CNN纳入收购范围 甚至可以在交易完成后将其出售 [12][13] - 派拉蒙同时控制CBS新闻和CNN 将在传统媒体领域获得强大的市场份额 [6] 交易时间线与流程 - 此类大型并购交易通常需要1到2年时间才能获得监管批准 [14] - 在获得批准后 通常还有一段时间来完成交易的交割 [14]

In this articleNFLXNoah Schnapp, Caleb McLaughlin, Finn Wolfhard and Gaten Matarazzo star in Season 5 of Netflix's "Stranger Things."Courtesy: NetflixThe original concept for what would become "Stranger Things" was rejected by more than 15 studios before landing a spot on Netflix's roster of original programming. A decade later, the show created, written and directed by Matt and Ross Duffer has become one of the biggest cultural touchstones of the streaming era and has solidified Netflix as not just a compe ...

Be it the news flow or price action, it’s been an eventful year for Netflix (NFLX) stock. From 52-week lows of $82.11 at the beginning of 2025, NFLX stock rallied by 63% to $134.12 by June 2025. The rally was, however, short-lived, with Netflix missing Q3 earnings estimates. The selling in NFLX stock has accelerated following the events unfolding related to the potential Warner Bros. (WBD) deal. More News from Barchart On Dec. 5, Netflix announced a definitive agreement to acquire Warner Bros., includ ...