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Investing.com28d agoneutral
Netflix weighs live channels, bundles as viewer engagement slips - WSJ

Investing.com -- Netflix Inc (NASDAQ:NFLX) is reportedly reconsidering its long-standing focus on pure on-demand streaming to combat a quiet decline in user engagement. According to a Wall Street Journal report, top executives discussed introducing live continuous streaming channels and bundling third-party apps like NBCUniversal’s Peacock directly on its platform. The strategy shift underscores growing industry pressure as Netflix shares remain down over 40% over the past year due to slowing gr

Netflix Is Exploring Live TV and Bundles as It Struggles to Keep Viewers Hooked
The Wall Street Journal28d agoneutral
Netflix Is Exploring Live TV and Bundles as It Struggles to Keep Viewers Hooked

Top Netflix executives who gathered for its annual business review this spring had a lot to be cheerful about. At the time, it was a small part of a conversation about the company’s goals, but it has since become a frequent topic of discussion at meetings, people familiar with the matter said. Engagement, which measures how long people spend watching content and how frequently they finish a movie or series, is the holy grail in modern Hollywood.

Netflix heads into Q2 earnings as Jefferies sees limited upside catalyst
Proactive28d agoneutral
Netflix heads into Q2 earnings as Jefferies sees limited upside catalyst

Netflix Inc (NASDAQ:NFLX, XETRA:NFC) heads into its second quarter earnings report with Jefferies reiterating its ‘Buy’ rating and $110 price target, while writing that it sees limited scope for a sustained near-term re-rating despite maintaining a positive long-term outlook on the streaming...

Netflix Is Running Out Of Binge
Moby28d agoneutral
Netflix Is Running Out Of Binge

Netflix built an empire on hits like Stranger Things. Now the stock is down 42% in a year, and even the hits can’t hold an audience past season one.

Netflix Vs. Comcast: Buy Netflix For This Reason
24/7 Wall St.28d agobullish
Netflix Vs. Comcast: Buy Netflix For This Reason

Netflix (NASDAQ:NFLX) and Comcast (NASDAQ:CMCSA) both reported first quarter results this spring with sharply divergent profiles. Netflix is a pure streaming machine collecting a $2.80 billion Warner Bros. breakup check. Comcast is a diversified operator juggling broadband erosion, Olympics costs, and a Peacock unit that keeps bleeding cash. Ad Tier Lifts Netflix. Olympics Squeezes Comcast. ... Netflix Vs. Comcast: Buy Netflix For This Reason

Netflix vs Spotify: Two Streaming Giants, Two Paths, One Clear Winner
24/7 Wall St.28d agoneutral
Netflix vs Spotify: Two Streaming Giants, Two Paths, One Clear Winner

Netflix (NASDAQ: NFLX) and Spotify (NYSE: SPOT) both closed the books on Q1 2026, and the reports tell two very different stories about scaled subscription media. Netflix beat on revenue but missed on earnings while collecting a fat breakup fee. Spotify crushed EPS yet spooked investors with soft forward guidance. Same industry, opposite reactions. Ad ... Netflix vs Spotify: Two Streaming Giants, Two Paths, One Clear Winner

Netflix (NFLX) Is Betting On Gaming Again, But Analysts Don’t Like The Move
Insider Monkey28d agoneutral
Netflix (NFLX) Is Betting On Gaming Again, But Analysts Don’t Like The Move

Netflix Inc. (NASDAQ:NFLX) is one of the 10 Best Major Stocks to Buy According to Analysts. Eric Sheridan of Goldman Sachs reiterated a Buy rating on Netflix Inc. (NASDAQ:NFLX) on July 6. However, the analyst sharply lowered the firm’s price target on the stock from $120 to $110. The downward-adjusted price target still reflects an […]

Netflix adding lifestyle content to win viewers' attention
TheStreet28d agoneutral
Netflix adding lifestyle content to win viewers' attention

Netflix used to be the easy app. One password covered a whole family, and the hardest decision most nights was what to watch. That version of the service began disappearing in 2023, when Netflix started charging extra for accounts shared outside a single household. The password crackdown was never ...

Is Netflix (NFLX) a Buy as Wall Street Analysts Look Optimistic?
Zacks29d agobullish
Is Netflix (NFLX) a Buy as Wall Street Analysts Look Optimistic?

The average brokerage recommendation (ABR) for Netflix (NFLX) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

The Cloud Backlog That Changed Everything For Google Stock
Trefis29d agoneutral
The Cloud Backlog That Changed Everything For Google Stock

If you held Alphabet (GOOGL) stock over the past year, congratulations. You watched it deliver a +108% return, leaving the S&P 500’s +22% gain in the dust. It also trounced its mega-cap tech peers, with Microsoft (MSFT) falling 21% and Meta Platforms (META) dropping 14.0% over the same period. For years, the story was that Google’s core search business was a cash machine funding a perpetually third-place cloud effort. So what changed to justify this dramatic rerating.

Investing.com30d agoneutral
Netflix, Disney, YouTube target $2B FIFA rights package for next World Cups - CNBC

Investing.com -- A massive bidding war is brewing over the U.S. broadcast rights for the 2030 and 2034 FIFA World Cups, as streaming and legacy media giants look to sideline incumbent Fox Corp (NASDAQ:FOX). According to a recent report from CNBC, heavyweights Netflix Inc (NASDAQ:NFLX), Walt Disney Company (NYSE:DIS), and Alphabet’s (NASDAQ:GOOGL) YouTube are all actively exploring bids for the coveted soccer package. Discussions between FIFA and prospective media partners are slated to kick off

Microsoft Says Xbox Isn’t For Sale. Why It Should Be.
Barrons.com30d agoneutral
Microsoft Says Xbox Isn’t For Sale. Why It Should Be.

Microsoft is a massive company with hundreds of billions in revenue from dominant businesses. Analysts expect that Microsoft’s gaming revenue, which includes software sales and Xbox hardware, shrunk 7.5% in the just ended fiscal year, to $21.7 billion, according to Visible Alpha. Before the AI boom, gaming was a significant part of Microsoft’s growth story, says D.A. Davidson analyst Gil Luria.

Netflix (NFLX) Stock May Be Below Fair Value Despite Raised Cash Flow Guidance
Simply Wall St.30d agoneutral
Netflix (NFLX) Stock May Be Below Fair Value Despite Raised Cash Flow Guidance

Netflix stock has pulled back sharply over the past year, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples still point to a potential valuation gap that the recent share price weakness has not fully closed. Over the past 3 years, Netflix has returned 72.1%, which highlights that the recent setback comes after a strong multi year run. Robust free cash flow generation and a push into areas like ad supported tiers and gaming can support long term cash flows,...