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Sure, Netflix Stock Took a Tumble Last Week. Here's Why I'm Still Bullish on the Company
The Motley Fool· 2025-11-01 16:05
The streaming giant plunged after whiffing on Wall Street's profit expectations. There is more to this story.Streaming giant Netflix (NFLX +2.79%) took quite a tumble after its recent third-quarter 2025 earnings report.The primary culprit? The company whiffed badly on its profit margins, coming in at an operating margin of 28%, well below its previously communicated 31.5% guidance. The stock had already gained 60% over the past year before earnings, so the sell-off on such a jarring miss probably shouldn't ...
Rosenblatt's Barton Crockett explains why he is 'skeptical' of Netflix making a bid for WBD
Youtube· 2025-11-01 06:10
For more, let's bring in Barton Crockett, senior analyst at Rosenblot Securities. He's got a buy rating and a 1530 price target on the stock. Barton, great to have you with us.>> Thank you. Happy to be here. >> Um, so is is will Netflix be a better company, a better streaming service, all the above if it buyers buys some uh assets from Warner Brothers.>> Well, I think it's uh um I think obviously WB has iconic IP. Um I think the challenging thing is the box office side of it. So, um, you know, Warner Brothe ...
Disney-YouTube TV blackout angers cord cutters who ditched cable only to find the same hassles on streaming
Fastcompany· 2025-11-01 03:50
LOGIN SUBSCRIBE | FastCo Works advertisement BYÂ Saleah Blancaflor Listen to this ArticleMore info 0:00 / 0:00 It's certainly been a spooky week for the Walt Disney Co. and Google. The two corporations are in the midst of a carriage dispute that has resulted in a blackout of Disney's networks on Google-owned YouTube TV, leaving viewers unable to access popular channels including ESPN and ABC. Disney began notifying viewers on October 23 about the dispute and warning that its networks could be removed from t ...
Roku Q3 Earnings Beat Estimates, Device Weakness Weighs on Stock
ZACKS· 2025-11-01 02:37
Key Takeaways Roku posted Q3 EPS of $0.16 on $1.21B revenues, topping consensus and rising 14% year over year.Platform revenues rose 17.2% to $1.06B, led by ad strength and The Roku Channel's engagement gains.Device revenues fell 5.2% and margin slid 15.7%, highlighting ongoing hardware profitability challenges.Roku (ROKU) reported third-quarter 2025 earnings of 16 cents per share, which beat the Zacks Consensus Estimate of 7 cents. The company had incurred a loss of 6 cents per share in the year-ago quarte ...
Disney channels go dark on YouTube TV as carriage deal expires
Youtube· 2025-11-01 00:54
谈判核心争议点 - 迪士尼旗下包括ABC和ESPN在内的20个频道已从YouTube TV下架 影响其1000万订阅用户 [1] - 双方争议焦点在于频道转播费用补偿以及迪士尼流媒体内容是否应整合进YouTube TV平台 [2] - 迪士尼指责谷歌利用其3万亿美元市值带来的市场主导地位 拒绝支付公平费率以削弱竞争 [2] - YouTube TV反驳称迪士尼以内容下架为威胁手段 迫使公司接受将导致用户价格上涨的条款 [2] 双方立场与应对措施 - YouTube TV表示若迪士尼内容长期缺失 将向订阅用户提供20美元补偿 [2] - YouTube TV敦促迪士尼进行建设性谈判以达成公平协议并恢复频道 [2] - 迪士尼强调其已与所有其他分销商成功达成符合行业标准的条款 [2] 行业背景与谈判态势 - YouTube TV拥有1000万订阅用户 规模是Hulu直播电视服务的两倍以上 与DirecTV和Charter相当 [3] - 此次纠纷与YouTube TV同NBC环球等主要内容方的高调谈判类似 后者本月通过延期谈判避免了频道下架 [2] - 谈判面临时间压力 若本周末前未解决 YouTube TV用户将无法观看NFL NBA以及全美前25名大学球队中13队的大学足球赛 [3]
Wall Street Rebounds Midday as Tech Earnings Drive Momentum on October 31st
Stock Market News· 2025-11-01 00:07
市场整体表现 - 美股市场呈现涨跌互现但整体积极态势,主要指数试图收复本周早些时候的部分失地 [1] - 道琼斯工业平均指数上涨348.81点,涨幅0.73%,报约47,980.81点 [2] - 标准普尔500指数微跌0.32%,报6,868.76点,纳斯达克综合指数下跌0.99%,报23,722.46点 [2] 科技行业动态 - 英伟达市值近期突破5万亿美元,并向韩国供应26万块AI芯片,巩固了其在人工智能革命中的主导地位 [5] - 亚马逊股价大涨12.5%,因第三季度销售额和利润目标超预期,受云计算业务和强劲消费者支出推动 [6] - 苹果股价盘前上涨2%,业绩超分析师预期,新款iPhone 17系列需求是主要驱动力 [7] - 微软Azure云计算业务季度增长40%,但股价此前下跌 [7] - 谷歌母公司Alphabet股价飙升近9%,因业绩远超华尔街预期 [8] - Meta Platforms股价盘前暴跌9%,尽管业绩超预期,但受到一笔160亿美元意外支出的影响 [8] - Reddit股价隔夜上涨10.8%,收复早前大部分跌幅,第三季度营收增长68%,销售额和利润目标远超预期 [9] 其他行业及公司动态 - 迪士尼与谷歌的流媒体合同谈判破裂,导致迪士尼频道从谷歌付费电视平台下架,迪士尼股价隔夜下跌0.8%,谷歌股价上涨1.5% [10] - 礼来公司股价上涨近4%,其每股收益和营收轻松超出普遍预期,糖尿病治疗药物Mounjaro和减肥药Zepbound销售强劲 [8] - 有传言称Netflix可能竞购华纳兄弟探索公司的影视工作室和流媒体部门,导致华纳兄弟探索公司股价跳涨 [10]
Netflix Stock Is Set for a 10-for-1 Split. What You Need To Know
Yahoo Finance· 2025-10-31 22:52
股票表现 - 公司股价在2025年迄今已上涨约四分之一 [1] - 公司股价近期交易中上涨超过3%至约1123美元 年内涨幅达约26% 超过同期标普500指数约16%的涨幅 [5] 拆股计划详情 - 公司计划进行10比1的股票拆分 旨在使股价对更广泛的投资者更具吸引力 [2] - 拆分将于11月14日收盘后生效 股东每持有一股将获得九股新股 拆分后每股价值约为拆分前价格的10% [3] - 按拆分调整后的价格交易预计于11月17日市场开盘时开始 [3] 拆股动机与影响 - 公司表示此举旨在将普通股市场价重置至更便于参与股票期权计划的员工接受的范围 [4] - 拆股可能使那些因今年股价上涨而回避的司外投资者更感兴趣 [4] - 拆股通常被视为积极信号 可能预示着对未来股价进一步上涨的信心 [8] - 拆股有助于提高流动性 并使买卖双方的交易更加便利 [6] 年内表现驱动因素 - 尽管本月早些时候因巴西一次性税收支出导致第三季度盈利未达预期 股价受挫 但公司股价年内表现强劲 [7] - 强劲表现得益于广受欢迎的内容组合、持续增长的预期以及相对不受关税政策变化影响的认知 [7]
YouTube TV drops Disney channels after carriage talks break down
Proactiveinvestors NA· 2025-10-31 22:29
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
U.S. Stocks May Move Back To The Upside On Upbeat Amazon, Apple Earnings
RTTNews· 2025-10-31 20:51
After coming under pressure over the course of the previous session, stocks are likely to move back to the upside in early trading on Friday. The major index futures are currently pointing to a higher open for the , with the S&P 500 futures up by 0.7 percent.Early buying interest may be generated in reaction to upbeat earnings news from big-name companies like Amazon (AMZN) and Apple (AAPL).Shares of Amazon are soaring by 13.0 percent in pre-market trading after the online retail giant reported better than ...
Wall Street Breakfast Podcast: Nasdaq Climbs On Tech Wins
Seeking Alpha· 2025-10-31 18:58
bodrumsurf/iStock via Getty Images Listen below or on the go via Apple Podcasts and Spotify Nasdaq futures rise sharply as Amazon (AMZN), Apple (AAPL) results bring cheer. (00:26) Disney (DIS) channels go dark on YouTube TV over disputes. (01:19) Vance, Duffy warn of 'disaster' if shutdown stretches into Thanksgiving travel season. (02:00) This is an abridged transcript. Nasdaq futures are up sharply in early trading, 1.4%, as results from tech companies helped cheer the mood and improve market senti ...