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The Latest Breaking News from Jessica Reif Ehrlich

Netflix Lost the Battle for Warner Bros, but Goldman Sachs Says It Won the War

As Netflix exits the Warner Bros. acquisition deal, Goldman Sachs analyst sees it as a smart move, projecting solid upside ahead and backing NFLX stock as a “Buy” now.

Barchart

It's a sequel, it's a remake, it's a reboot: Lawyers grow wistful for old corporate rumbles as Paramount, Netflix fight for Warner

Will Paramount or Netflix win the fight for Warner? Hollywood's takeover drama is in some ways a flashback to the 1980s, in other ways quintessentially 2025.

Fortune

Comcast Faces Wave Of Downgrades As Broadband Outlook Darkens

Comcast Corporation (NASDAQ:CMCSA) grapples with broadband challenges, prompting analyst downgrades and concerns over pricing and investment pressures. This comes after the company on Thursday reported upbeat third-quarter results.

Benzinga

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Netflix Stock Selloff A 'Buying Opportunity': Analysts See Continued Outperformance

Netflix Inc. (NASDAQ: NFLX) analysts say they don't think the company's third-quarter results, which missed estimates, warrant too much concern. Analysts highlight the company's advertising growth as the key catalyst for its future success.

Benzinga

Netflix Q3 Earnings Preview: Will 'KPop Demon Hunters' Help Streamer Beat Estimates?

Streaming giant Netflix Inc (NASDAQ:NFLX) no longer reports subscriber figures with its quarterly results, which could make management commentary on past and future content even more important in reading between the lines of how the company is keeping its current subscribers and trying to add more.

Benzinga

Paramount Skydance Turnaround Could Take Years To Materialize, Says Analyst

Paramount Skydance (NASDAQ:PSKY) faces a long and costly turnaround as it integrates Skydance and Paramount Global. Analysts warn that execution will take years.

Benzinga

Warner Bros. Stock Slides After Analysts Flag Second-Half Challenges

Wall Street analysts rerated Warner Bros. Discovery (NASDAQ:WBD) after the company reported its quarterly results on Thursday. The stock traded lower on Friday.

Benzinga

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Disney Q3 Earnings Preview: Turnaround Continues, Can Company 'Take It To Another Level?'

Media giant The Walt Disney Company (NYSE:DIS) could show how consumer spending has been impacted in items like going to the movies, paying for streaming and taking long vacations when the company reports third-quarter financial results before the market opens Wednesday.

Benzinga

Spotify's Subscriber Boom Can't Hide Ad Woes: Analyst

Wall Street analysts rerated Spotify Technology (NYSE:SPOT) after the company’s quarterly results. The stock gained on Wednesday.

Benzinga

Netflix's Blockbuster Profits Overshadowed By 'Anemic' Engagement

Despite delivering a robust second-quarter earnings report that surpassed analyst expectations and raised full-year guidance, Netflix (NASDAQ:NFLX) stock dipped over 5% on Friday, leaving investors to weigh strong financials against underlying concerns.

Benzinga

Netflix Q2 Earnings Preview: 'Squid Game' Lift Is Clear—But What's The Next Blockbuster?

Streaming giant Netflix Inc (NASDAQ:NFLX) is likely to focus on what's to come in the second half of 2025 when the company reports second-quarter financial results Thursday after market close.

Benzinga

Netflix Q2 Preview: On Track For Strong Quarter—Weak Dollar Could Give It A Lift

In a rapidly evolving entertainment landscape where streaming giants vie for dominance, Netflix Inc. (NASDAQ:NFLX) sustained leadership in viewership underscores its pivotal role in shaping the future of digital content consumption.

Benzinga

Netflix says it plans to double its revenue and triple its operating profit in the next five years to join the pantheon of companies worth $1 trillion

The streaming platform looks to grow its global reach by 100 million new subscribers by 2030.

Fortune

Is Disney Stock Still a Buy After Earnings?

Walt Disney stock is down Wednesday after the entertainment and media company beat fiscal 2025 first-quarter expectations. Here's what you need to know.

Kiplinger

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The Guardian - US

Mutiny at Disney? Bob Iger’s fight to right the ship faces showdown with shareholders

Summoned out of retirement to right the company, Iger faces shareholders who want to shake up the board

Broadcasting & Cable

Netflix Has 'Won the Streaming Wars,' Jessica Reif Ehrlich Declares

Netflix's streaming scale is now out of reach for most competitors, the BofA analyst declares

Zenger

Netflix Soars As Q3 Earnings Exceed Expectations

Analysts optimistic about future growth despite concerns over price increases and ad-supported plan.

Zenger

Disney Plans To Double Investment In Theme Parks, Experiences

Bank of America analyst sees potential for sustained growth as CEO Bob Iger positions the company for the future.

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Zenger

Netflix Tests Appetite For Sports With Celebrity Golf Match

Streaming giant plans to air a live golf event featuring athletes from its docuseries ‘Drive to Survive’ and ‘Full Swing’

Benzinga

7 Walt Disney Analysts React To Q2 Earnings Miss, Subscriber Beat, Ongoing Asia Weakness

Walt Disney Co (NYSE: DIS) shares traded lower by 3.7% on Thursday after the company reported first-quarter earnings and said ongoing COVID-19 disruptions are weighing on its Asia theme park business.

Benzinga

Bullish SiriusXM Analyst Says Auto Market Weakness Will Extend Into 2023

Shares of Sirius XM Holdings Inc (NASDAQ: SIRI) have performed well so far in 2022 despite ongoing weakness in the auto industry.

Benzinga

Disney Teams With National Geographic On Streaming, Print Magazine Subscription Deal

Walt Disney Co. (NYSE: DIS) has teamed with National Geographic on a new subscription deal that ties the Disney+ streaming service with the celebrated 134-year-old magazine.

Benzinga

Warner Bros. Discovery Will Hit The Ground Running, BofA Says

Warner Bros. Discovery (NASDAQ: WBD) has a strong management team and is getting ready to execute on multiple levels, according to BofA Securities.

Benzinga

BofA Says Paramount+ Momentum Continues Into 1Q

Paramount Global’s (NASDAQ: PARA) first-quarter results are likely to reflect continued momentum and investments in streaming, according to BofA Securities.

Benzinga

Disney Analyst Raises Earnings Estimate, Says Investors Underappreciate Theme Park Recovery

After a rough couple of years for Walt Disney Co (NYSE: DIS) theme parks, one Disney analyst said Monday that the theme park recovery is just getting started.

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