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While the market focuses on streaming wars, a different category is quietly inflecting inside the business. Monthly players for cloud games have increased 11x since last October. This adoption is already outpacing the company's earlier push into mobile games, suggesting a new engagement engine is taking hold.
Over the past six months, Netflix’s shares (currently trading at $71.76) have posted a disappointing 10.2% loss, well below the S&P 500’s 8.3% gain. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.
A promising architecture now needs customers and working silicon
A high five-year correlation says Alphabet moves largely in step with the index you already hold, and its up-day and down-day capture readings say what owning that overlap actually feels like.
Legacy TV-movie companies may need to move to a "guns for hire" plan - producing TV/movie programming and selling it to big streaming platforms like Netflix, Amazon Prime Video, and Apple TV.
In late July 2026, Netflix announced that Anne Sweeney resigned from its Board of Directors and appointed Kumar Kanagasabapathy as Director of Brand Partnerships for Asia Pacific, where he will lead regional brand tie-ups. These leadership moves highlight Netflix’s focus on strengthening governance while deepening its advertising and brand partnership capabilities across high-growth international markets. Next, we’ll examine how Kanagasabapathy’s appointment to lead APAC brand partnerships...
Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its “Fundsmith Equity Fund.” A copy of the letter can be downloaded here. The Fund returned -2.9% in the first half of 2026, underperforming the MSCI World Index by 14.1 percentage points, driven by challenges from a momentum-driven market […]
The streaming leader no longer trades like a growth stock. Run the numbers forward, and that's exactly what makes it interesting.
Shares of television broadcasting and production company AMC Networks (NASDAQ:AMCX) jumped 17% in the afternoon session after it announced a new distribution deal with YouTube TV and a major content licensing agreement with Netflix.
The offer requires four qualifying orders in a month.
Netflix will stream all 371 episodes of the 'Walking Dead' universe worldwide under a five-year, $500-million deal — but it loses its U.S. exclusive.
Analysts raised their price targets on AMCX stock, with Wells Fargo stating that the deal should provide additional cash flow and improve balance-sheet stability.
For decades, Americans have been told that tax cuts for the wealthy create jobs, that buying a home is always the best investment, and that anyone can get ahead simply by working harder. Personal finance expert Ramit Sethi says many...
Scores of today's blue-chip giants once traded in the single digits, and five overlooked dividend payers under $10 are quietly building the same kind of case for your portfolio right now.
While the market sees an advertising giant, a merchant silicon business is quietly taking root inside the company. For the first time, Alphabet is selling its custom TPU systems directly into customer data centers. This marks a fundamental pivot from a services-led model to one that also sells the foundational hardware for the entire AI industry.
Netflix (NasdaqGS:NFLX) has agreed a multi year global licensing deal with AMC Global Media for The Walking Dead Universe. The agreement covers The Walking Dead and six spin offs for international streaming on Netflix. Content is scheduled to arrive on the service in key markets including the UK, Italy, Australia, and New Zealand starting in 2027. For Netflix, this deal adds a well known genre franchise to its content slate at a time when global streamers are competing for viewer attention...
Netflix just signed a massive new licensing agreement worth $500 million to bring The Walking Dead Universe to international markets.
AMC Networks (NASDAQ:AMCX), which referred to itself as AMC Global Media during its second-quarter 2026 earnings call, raised its full-year outlook after announcing a five-year global co-exclusive streaming licensing agreement with Netflix for the entire The Walking Dead universe. The agreement cov
Moby summary of EPR Properties's Q2 2026 earnings call
Investors shouldn't automatically assume that winning returns are a foregone conclusion.
Consumer stocks were mixed late Wednesday afternoon, with the State Street Consumer Staples Select S
Investing.com -- Netflix Inc. is paying $200 million for broadcast rights to the 2027 FIFA Women's World Cup in the United States and Canada, Bloomberg reported Wednesday.
Bernard Arnault owns LVMH—and with it, Louis Vuitton and Dior. But he also owned nearly 20% of Netflix, a stake that could be worth up to $60 billion today.
Roku's diversified ad, subscription and platform strategy, raised guidance and lower valuation premium give it an edge over Netflix now.
The streaming leader's Q2 revenue was below what Wall Street was expecting.
Netflix's selective live events strategy is boosting subscriber sign-ups, engagement and ads, positioning live programming as a key growth driver.
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