Notícias
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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.
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.
In his first earnings report following a full quarter as CEO, Disney’s Josh D’Amaro got to claim some welcome wins for the House of Mouse: booming profits for its Experiences division, solid streaming growth and strong box office revenue, thanks to the blockbuster Toy Story 5. Separately, Disney announced a “first of its kind” content-sharing deal with TikTok, the company’s next move to find the cutting edge of culture after its ill-fated IP-licensing deal with OpenAI’s Sora video generator went kaput earlier this year. Sign up for The Daily Upside at no cost for premium analysis on all your favorite stocks. With subscriber growth topping out and churn on the rise, media giants are desperate to scale their advertising businesses (D’Amaro also hinted yesterday that Disney is building a Tubi and Roku Channel-esque FAST service).
Where are the budget shifts coming from for video podcasts? Most likely, programs including cable TV news networks, late-night talk shows or even syndication unscripted daytime talk shows.
Walt Disney's (DIS) fiscal third-quarter earnings rose above Wall Street's estimates on Wednesday ev
Netflix (NFLX) stock has been pretty flat in the last few months and investors that think that trend could continue, might consider a Calendar Spread.
YouTube Premium’s plan to bundle Peacock and NBCUniversal sports puts fresh attention on streaming competition. For you as an investor, it raises new questions about how Netflix (NFLX) is priced after its recent share decline. See our latest analysis for Netflix. Over the past year Netflix’s share price return has fallen 19.16% year to date and the 1 year total shareholder return is down 35.92%. However, the 3 year total shareholder return of 67.83% shows longer term holders are still well...
YouTube Premium will soon give consumers access to Peacock's streaming service.
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.
IMAX, AMC, and Cinemark stocks climbed as blockbuster movies filled theaters, while Netflix stock declined.
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.
Netflix was founded in 1997 as a DVDs-by-mail rental service, and it expanded into online streaming a decade later. Over the years, streaming has changed the way Americans and viewers worldwide watch movies and TV shows, and Netflix has become the largest paid subscription streaming service. Here’s ...
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 […]
An executive’s exit from the entertainment giant reminds us what a minefield ‘bring your whole self to work’ can be.
Netflix shares hit a 52-week low despite record revenue, sliding over 10% post-earnings on growth concerns, but analysts remain bullish, citing a lower valuation and record buybacks.
Video podcasting and gaming could be revenue generators for Netflix, but there isn't anything on the immediate horizon to help reverse stock price losses.