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02.10.26 - 18:06
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Netflix Aktie: Sarandos beklagt Wachstumstempo - Wells Fargo sieht Warnsignal (Aktiencheck)
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San Francisco (www.aktiencheck.de) - Netflix-Aktienanalyse von Wells Fargo:
Die Analysten von Wells Fargo bewerten die Aktie von Netflix (ISIN: US64110L1061, WKN: 552484, Ticker-Symbol: NFC, NASDAQ-Symbol: NFLX) mit dem Rating "underweight" und einem Kursziel von 57 USD.
Netflix-Co-CEO Ted Sarandos habe auf der Screentime-Konferenz von Bloomberg auf ein langsameres Wachstum hingewiesen. [mehr]...
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02.10.26 - 07:30
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Netflix-Aktie: 5% Budget, nur 1% Sehdauer – geht die Rechnung auf? (Sharedeals)
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Netflix-Chef Ted Sarandos gibt sich ungewohnt selbstkritisch: Trotz zweistelliger Erlöszuwächse wachse der Streaming-Konzern nicht schnell genug. Tatsächlich erhöhte sich die weltweite Sehdauer im ersten Halbjahr lediglich um 2%. Gleichzeitig fließen bereits 5% des rund 20 Milliarden US$ schweren Content-Budgets in Live-Formate, obwohl diese erst 1% der Nutzung ausmachen. Für die Netflix-Aktie wird damit die Effizienz […]
The post Netflix-Aktie: 5% Budget, nur 1% Sehdauer – geht die Rechnung auf? first appeared on sharedeals.de....
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02.10.26 - 04:01
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"The Cycle′s TXU?": Paramount′s Record Bond Offering Craters Before The Ink Is Dry (ZeroHedge)
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"The Cycle's TXU?": Paramount's Record Bond Offering Craters Before The Ink Is Dry
On Monday we flagged that September was shaping up as the worst month for junk since 2022. We also noted that Paramount's $12.4 billion high-yield tranche would be bigger than SoftBank's recently issued record $11 billion junk deal. The next morning the company kicked off the high-grade portion. By Tuesday afternoon it reported $109 billion of demand.
With so much excess demand, the offering was supposed to fly off the shelves. It did not: the deal priced on Wednesday, the same day a judge accepted the states' settlement and the merger was scheduled to close on Oct. 6. It is the biggest takeover financing Hollywood has seen, for the biggest Hollywood buyout ever. Paramount won Warner Bros. from Netflix back in February.
While underwriters usually leave a little on the table for new-issue buyers, they didn't this time, and all the new issues faceplanted the moment they broke for trading.
What wa...
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01.10.26 - 19:30
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Markets Face Rising Yields, AI Risks (Bloomberg)
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." A new quarter begins with stocks battling a relentless rise in yields. Micron fuels the AI trade, Google rolls out Gemini 4 Argon, and Netflix plots its next act. Plus, Citi's Kate Moore on why she's betting on stocks, Carlyle's Mark Jenkins joins us to talk about hidden AI credit risks, and Aston Martin CEO Adrian Hallmark unveils the company's newest luxury SUV as it embarks on the road to a turnaround. (Source: Bloomberg)...
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01.10.26 - 17:18
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Netflix Isn′t Growing Fast Enough, Sarandos Says (Bloomberg)
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Ted Sarandos said Netflix isn't growing as quickly as he would like and the company is working on making that move faster. The co-chief executive officer speaks to Lucas Shaw at Bloomberg Screentime in Los Angeles. (Source: Bloomberg)...
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