Actualités

GTN vs. NFLX: Which Stock Is the Better Value Option?

The cloud unit is a minority of revenue and the majority of operating profit, and what it has already contracted is what makes the upside case testable rather than hopeful.

The consolidated earnings-growth metric, that management once led with, no longer opens its remarks, and the businesses the replacement metrics measure move at very different speeds.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

Beyond the familiar retail storefront, a massive custom silicon operation is quietly compounding. This internal chips business now has an annual revenue run rate of over twenty-five billion dollars. The company's AI services have also crossed this threshold, creating two new growth engines inside the larger machine.

Netflix's business is outperforming its peers, yet its stock is trailing the pack. Is the market seeing a slowdown investors are missing, or is this a classic case of price lagging behind performance.

What comes next for the iconic video streaming giant?

The advertising line management once pointed to for AI money has been speeding up, not slowing down.

Intel’s stock dropped 4%, weighing on the Nasdaq after announcing a $15 billion stock offering.

Management set a higher bar for profits, and the stock has already jumped, but the real story is how much faster the bottom line is guided to grow than the top line.

Netflix (NasdaqGS:NFLX) has completed its 2026-27 TV upfront ad sales, with advertising commitments nearly doubling year over year. The company described this as a significant jump in ad commitments, which supports its push to grow advertising as a key revenue stream. Management has linked this progress to Netflix's previously stated goal of reaching about US$3b in annual ad revenue by 2026. Growing interest in ad supported models across streaming is part of a wider income focused trend...

Advertiser demand is becoming harder for investors to ignore

While the market sees a mature streaming giant, a new growth engine is quietly spooling up inside the business. The company's push into cloud games is showing remarkable traction, with monthly players having increased 11x since last October. This adoption is already outpacing the company's earlier, successful push into mobile games.

Netflix nearly doubled ad commitments at its 2026 Upfront.

Netflix wrapped up its 2026 U.S. Upfront negotiations after nearly doubling its advertising commitments across major agency partners.

Netflix says it has "nearly doubled our ad commitments this year." In a release, Netflix President of Advertising Amy Reinhard says this was in line with expectations. She did not provide specific details on volume or pricing gains.

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

Netflix has shed more than a third of its value in a year, yet analysts keep stacking up buy ratings with price targets that sit far above Wall Street consensus. The question is whether the sell-off exposed a genuine crack or handed patient investors a rare entry point into a cash machine with an ad business barely off the launch pad.

Disney looks like the value play with improving fundamentals, while Netflix remains the premium-priced choice for investors who want a cleaner, more predictable streaming growth story.

Netflix stock looks attractive to value investors, especially to out-of-the-money (OTM) short-put investors. For example, a 2.0% yield for one month is available on a put option with a 5% lower strike price.

Disney just posted its fifth straight earnings beat and sent streaming profits soaring, but the stock still sits nearly 10% in the red for the year. Our model puts a specific number on where shares go from here and why Wall Street's celebration may still be underselling the real opportunity.

Netflix's weak share price performance over the past year has done little to shake Wall Street's confidence, with analysts maintaining a moderately optimistic outlook on the company's future.

Netflix stock has had a strong run over the past three years, yet current checks still point to a discount, with both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples indicating the shares may be pricing in less than the modelled cash flows. Over the past 3 years, Netflix has returned about 71%, which puts the recent share price weakness into context as a pullback after a longer period of gains. The multi year licensing deal for The Walking Dead Universe can...

For Walt Disney shareholders, here is a way to get paid a meaningful income now, money you keep no matter what, in exchange for agreeing to sell your stock at a higher price if it gets there.

A director plans to sell 2,160 shares under a previously arranged trading plan.

Decentralized crypto exchange PancakeSwap (CRYPTO: $CAKE) expanded its tokenized equities offering on Thursday, lis...

Netflix spent two decades trying to convince us all that cable TV was a waste of money. Now, the company is considering taking us back in time with the launch of its new, always-on TV channels.

I own both stocks already, but there's only one on my short list of buy candidates this month.

Warner Bros. Discovery (WBD) reported a surprise second-quarter profit on Thursday amid double-digit

Netflix shares dropped sharply after its Q2 earnings, but three popular ETFs that all hold the stock reacted in surprisingly different ways. The structure of each fund tells you far more about your real risk than the name on the label.