YouTube ad revenue increased by double digits in the second quarter, helping parent Alphabet beat Wall Street estimates. Total revenue for the period ended June 30 climbed 14% over the year-ago quarter to reach $96.4 billion, while diluted earnings per share also rose to $2.31. Both metrics exceeded Wall Street analysts’ consensus forecasts. Advertising on YouTube increased 13% to $9.8 billion. CEO Sundar Pichai saluted the division’s “strong performance” in the tech giant’s earnings release. Despite all ...

South Park Digital Studios and Paramount+ Enter Into Exclusive License Five Year Extension Includes Both the Current Season and the Library for Paramount+ GloballyNEW YORK, July 23, 2025 /PRNewswire/ -- Paramount Global (NASDAQ: PARA, PARAA), Park County and South Park Digital Studios today announced an expansive renewal with South Park co-creators Trey Parker and Matt Stone for five years, including 50 new episodes, all 26 previous season episodes and extending South Park on Comedy Central and Paramount+ a ...

A wave of upgraded guidance from major U.S. companies is reshaping the outlook for the rest of 2025, and analysts are responding in kind. Strong Q2 earnings results have prompted several high-profile firms to lift their full-year forecasts, triggering a flurry of price target hikes across Wall Street. From streaming to finance to fashion, these upgrades aren't just routine adjustments—they're signaling confidence in continued momentum, even as markets remain cautious. Let’s take a look at four companies tha ...

分析师观点与市场表现 - 分析师在4月对Netflix Inc (NASDAQ: NFLX) (NEOE: NFLX:CA) 给出卖出评级后 股价反而上涨约10% [1] - 分析师专注于科技行业研究 拥有金融学学士学位(优秀毕业生) 并是Beta Gamma Sigma国际商学荣誉学会终身会员 [1] 分析师背景与价值观 - 分析师核心价值观包括卓越 诚信 透明和尊重 并致力于在研究中贯彻这些原则 [1] - 分析师邀请读者提供建设性反馈以提升未来研究质量 [1] 免责声明 - 分析师声明未持有Netflix及相关公司的任何股票或衍生品头寸 未来72小时内也无相关交易计划 [1] - 分析师与所提及公司无业务关系 文章仅代表个人观点 未获得除Seeking Alpha外的其他报酬 [1]

（来源：绝望的老爹） 网红的尽头是直播带货？ 也就是两年前，小杨哥疯狂的上热搜，抖音粉丝过亿，花一亿买破产科技公司的楼，员工过万，被王海 打假。 然而，现在你很难从网上看到小杨哥的动态，只能偶尔从他人朋友圈看到了小杨嫂的身影。 具备"营业条件"的小杨哥迟迟没有正式开启直播带货业务，可能代表网红直播带货时代已经过去了。 内容电商符合大家最原始的购物习惯：逛街——冲动消费。 但不同于线下逛街，你逛到哪，平台算法说了算，而平台算法一直在进化。 我认识的做直播的人非常多，大部分都很煎熬，赚钱的凤毛麟角，我们也尝试过，也一直没能成为那凤 毛麟角的一毛一角。 直播电商行业幸存者效应非常明显，大家看到的都是平台给的信息偏差，这种信息偏差激励着一波又一 波的人前赴后继想要通过直播逆天改命，实现暴富梦想。 一个生意模式，只有参与方赚钱有章可循，ROI不再是玄学，慢慢形成一些优质的公司，才算真正的成 立。 当前的行业现状和痛点是： 1、品牌方内容能力建立难度大，购买流量成本奇高：商家普遍缺乏做内容的能力，而且对一个品牌而 言，也没有那么丰富的品牌信息要传递（品牌内涵本来应该聚焦），让品牌方高频生产含品牌主张的内 容，真的是难为他 ...

Apple (AAPL) is riding on its Services segment, which benefits from strong demand for Apple TV+ content. The streaming service continues to expand its slate of high-quality original content, including award-winning series like Severance, The Studio, and Slow Horses. Apple’s ongoing productions have earned widespread recognition, with Emmy nominations across 14 titles this year.Flagship titles like Severance scored 27 nominations at this year’s Emmy Awards and drove a 126% surge in sign-ups during the second ...

核心观点 - Netflix在Q2实现了强劲的收入和盈利增长，但股价仍下跌[1] - 公司上调了全年业绩指引，但高估值可能限制了短期投资吸引力[8][12] - 国际市场和广告业务是未来主要增长动力[5][6][11] 财务表现 - Q2总收入增长16%至1108亿美元，略高于分析师预期的1107亿美元[6] - 每股收益(EPS)飙升47%至719美元，超过分析师预期的708美元[6] - 亚太地区收入增长24%至13亿美元，EMEA增长18%至35亿美元，拉丁美洲增长9%至13亿美元(按本地货币计算增长23%)[5] - 美国和加拿大收入增长15%至49亿美元[5] 增长战略 - 通过多样化高质量内容吸引全球观众，热门节目通常仅占总观看量的1%[3] - 采用"本地化内容"策略，非英语内容已占观看时长超三分之一[4] - 广告业务预计今年收入将翻倍，并已向所有广告市场推出新广告技术平台[6] - 扩大直播节目内容，包括拳击比赛和两场NFL圣诞比赛，以及每周WWE节目[7] 业绩展望 - 预计Q3收入增长17%，运营利润率31%[7] - 下半年运营利润率将低于上半年，因内容摊销和营销成本增加[7] - 上调全年收入指引至448-452亿美元(原435-445亿美元)[8] - 上调全年运营利润率预期从29%至30%，其中约一半增长来自汇率因素[8] 市场反应 - 尽管业绩强劲且上调指引，财报后股价仍下跌约16%[10] - 年初至今股价仍上涨38%(截至7月21日收盘)[1] - 当前股价对应2025年预期市盈率为47倍，估值较高[12]

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-Earnings Webinar Scheduled for 6:00 a.m. ET on August 12, 2025-GUANGZHOU, China, July 22, 2025 /PRNewswire/ -- HUYA Inc. ("Huya" or the "Company") (NYSE: HUYA), a leading game live streaming platform in China, today announced that it will report its second quarter 2025 unaudited financial results on Tuesday, August 12, 2025, before the open of U.S. markets.The Company's management will host a Tencent Meeting Webinar at 6:00 a.m. U.S. Eastern Time on August 12, 2025 (6:00 p.m. Beijing/Hong Kong time on Augu ...

More households are opting to only have an OTT subscription, scrapping pay TV40% of sports viewers exclusively watch sports via streaming servicesPure play streaming services account for nearly a quarter of the NFL’s broadcast revenue WILMINGTON, Del., July 22, 2025 (GLOBE NEWSWIRE) -- The sports media landscape is shifting, with viewers increasingly turning to streaming via digital platforms, and parting ways with traditional broadcast and cable. But streaming services must deal with technical issues such ...