合作核心内容 - Spotify与Netflix正式建立合作 将视频播客引入Netflix平台 [1] - 合作将于2026年初为美国用户带来来自The Ringer（Spotify于2020年收购）的一系列播客节目 [1] - 播客内容涵盖体育、文化和真实犯罪等领域 旨在补充Netflix现有内容并吸引新受众 [1] - 公司表示美国以外的更多市场也在计划中 [1] 合作战略意义 - Spotify高管称此合作标志着播客的新篇章 将扩大内容发现、帮助创作者触达新受众并为粉丝提供新体验 [2] - Netflix高管认为精选内容为平台增添了新鲜声音和新视角 [2] - Spotify视此举为其向多媒体体验演进的下一步 未来计划为更广泛的创作者带来类似机会 [3] 节目与行业背景 - 登陆Netflix的节目包括"The Bill Simmons Podcast"、"The Rewatchables"和"Serial Killers"等 初始发布后预计将有更多节目 [2] - 媒体公司已将视频播客视为吸引受众的下一个重要领域 特别是在Google的YouTube上 视频播客人气飙升 [3] - 传统媒体和流媒体公司因此开始涉足该媒介 在今年的广告预售活动中 部分公司强调了播客内容的成功 [4] - Netflix联合CEO表示公司持续关注各类内容 并指出播客与脱口秀之间的界限日益模糊 播客已变得更加视频化 [5]

Despite a little-know line-up of actors, 'Boots' is surging in popularityPatti Perret/Netflix © 2024 Every year hundreds of new shows and movies join Netflix’s library adding to its thousands of titles. Standing out from the crowd is far from straightforward unless a production has a string of A List stars. This makes it all the more noteworthy when a show with little-known actors surges in interest which is exactly what is happening right now.Military dramedy Boots isn’t your typical glitzy Netflix product ...

Key Points Netflix stock has been a monster winner over the long term. Alphabet's YouTube has many advantages over Netflix, warranting a higher valuation as a stand-alone entity. 10 stocks we like better than Alphabet › Investors love Netflix because its share price has skyrocketed in the past decade. By disrupting the cable industry, this company now sports a huge market cap of $505 billion (as of Oct. 7). But it's smart not to forget another streaming powerhouse in Alphabet's (NASDAQ: GOOGL) (NASD ...

Netflix (NFLX) stock has been treading water for the past three months, waiting for a catalyst. That could come in the form of its third-quarter earnings report on Oct. 21. The internet television network also could get a lift from the fifth and final season of its smash-hit series "Stranger Things" next month. Netflix stock has perked up lately, rising above its 50-day moving average line this week. It has rebounded from calls from U.S. conservative leaders to cancel the service over some controversial pro ...

平台定位与核心价值 - Twitch是一个以社区为中心的直播平台，其独特之处在于满足人们对真实社区的渴望 [2][4] - 平台本质是社区中心化的直播，创作者通过直播分享生活并与观众进行真实互动，从而形成社区 [2][3][4] - 与短视频平台不同，Twitch是长视频社交媒体平台，用户平均观看时长达1至2小时，类似于Prime Video和Netflix，但更具社交属性 [11] 内容生态演变 - 平台起源于生活直播（life casting），后转向游戏直播并取得成功，现已回归到更广泛的内容类型 [5][6][7] - 游戏内容仍是重要组成部分，但内容已非常多样化，包括IRL（现实生活）类内容，如街头漫步、登山等 [5][7] - 内容创作者经济规模巨大，部分创作者能获得价值1亿美元的合同，收入超过勒布朗·詹姆斯等顶级运动员 [9] 竞争格局与市场定位 - 在社交媒体领域，竞争对手包括YouTube、TikTok和Instagram，但Twitch是唯一专注于社区中心化直播体验的平台 [10] - 公司将自身定位为介于流媒体平台和社交媒体平台之间的长视频社交媒体平台 [11] - 平台规模较大，市场上存在其他较小规模的直播平台 [10] 内容管理与社区治理 - 平台制定明确的社区指南，规定哪些内容合适，哪些不合适，并严肃对待内容管理 [12][19] - 通过自动化技术和人工团队对举报内容进行审核，若违反指南将采取强制措施 [20] - 允许自由表达观点，但禁止攻击、仇恨和骚扰行为 [19] - 内容管理的挑战在于平衡真实性与平台安全，直播的真实互动特性使得创作者无法“戴上面具” [13][14] 平台的社会影响力 - 平台被知名人士如加州州长加文·纽森用于与选民进行真实互动，例如通过其子女喜欢的创作者进行交流 [15][16] - 直播形式为名人、运动员、影响者提供了与粉丝建立真实、诚实联系并形成社区的渠道 [14] - 平台也涉及政治讨论等更广泛的社会议题，公司对此有相应的管理政策 [18][19]

Does David Ellison, who just bought Paramount, want to buy Warner Bros. Discovery next? Most everyone in the media business thinks so. And multiple outlets have reported that Ellison, backed by his father, Oracle founder Larry Ellison, plans to bid for WBD, whose assets include HBO, the Warner Bros. movie and TV studio, and cable channels including CNN.Onstage at a Bloomberg event on Thursday, David Ellison refused to answer questions about his plans. That's not a surprise — a company won't formally announ ...

Josh Brown's best stocks in the market. An update on which name. >> Uh I want to talk about Netflix.I I wrote this up with uh with Sean Russo back in July, 87 days ago. The stock has basically been flat. It's done nothing.It sat out this entire AI mania. Um but I think that could be about to change. Company reports on October 21st.I am long the stock personally by the way. Um, you can see this thing has bounced off of its uh rising 200 day moving average. And I think the fact that it sat out actually works ...

Netflix (NASDAQ:NFLX) is bringing its video games to television screens for the first time, expanding one of its key growth initiatives beyond mobile devices. Co-Chief Executive Officer Greg Peters announced the move on Wednesday at the Bloomberg Screentime conference in ...

Warner Music is nearing an agreement with Netflix to create a variety of movies and documentaries based on the label's artists and songs, Bloomberg News reported on Wednesday, citing people familiar with the matter. ...

分析师评级概况 - Roku目前的平均经纪人推荐评级为1.84 介于强力买入和买入之间 该评级基于30家经纪公司的实际推荐得出 [2] - 在构成当前ABR的30份推荐中 有17份为强力买入 2份为买入 强力买入和买入分别占总推荐数的56.7%和6.7% [2] 经纪人推荐的有效性 - 多项研究表明 经纪人推荐在引导投资者挑选最具涨价潜力股票方面成功率有限甚至为零 [5] - 由于经纪公司对其覆盖的股票存在既得利益 其分析师倾向于给予强烈的正面偏见评级 研究显示经纪公司每发布1份强力卖出推荐就会发布5份强力买入推荐 [6] - 这些机构的利益与散户投资者的利益并不总是一致 因此其推荐对于判断股票未来价格走势的参考价值有限 [7] Zacks评级与ABR的差异 - Zacks评级与ABR虽然都采用1至5的等级 但二者是完全不同的衡量标准 ABR仅基于经纪人推荐计算 而Zacks评级是利用盈利预测修正力量的量化模型 [9] - 盈利预测修正是Zacks评级的核心 实证研究显示盈利预测修正趋势与短期股价走势之间存在强相关性 [11] - 在信息及时性方面 ABR可能不是最新的 而Zacks评级能快速反映分析师因应业务趋势变化对盈利预测的修正 因此在预测未来股价时总是及时的 [12] Roku的投资前景分析 - 在过去一个月中 Roku本年度Zacks共识预期盈利维持在0.12美元未变 [13] - 由于共识预期未变所显示的分析师对公司盈利前景的稳定看法 该股近期表现可能与整体市场保持一致 [13] - Roku最近的盈利预期修正幅度 连同其他三个相关因素 导致其获得Zacks评级第3级持有 [14]