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21.01.26 - 00:36
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Fmr. Netflix Exec Reacts to 4Q Results, Content Strategy (Bloomberg)
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Simon Gallagher, SPG Global managing director and former strategy and content acquisition executive at Hulu and Netflix, says unlike YouTube, Netflix needs to focus on premium scripted and unscripted content rather than user generated programming. He speaks with Romaine Bostick and Katie Greifeld on “The Close.” (Source: Bloomberg)...
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21.01.26 - 00:18
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Netflix to Boost Program Spending, Crimping Profit as it Pursues WBD (Bloomberg)
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Netflix delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead, citing higher program spending and the cost of closing its deal with Warner Bros. Discovery. The streaming leader said it plans to increase spending on films and TV shows by 10% in 2026 while forging ahead with plans to buy the studio and streaming business of Warner Bros., a deal that would unite two of the world's largest entertainment companies. Netflix spent about $18 billion on programming last year, with subscribers growing almost 8% to top 325 million. Bloomberg News Senior Editor and Entertainment Team Leader Chris Palmeri joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)...
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21.01.26 - 00:12
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Netflix Should Adopt Warner′s Theater Strategy: Comscore (Bloomberg)
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Paul Dergarabedian, Comscore senior media analyst, says Netflix should recognize the value of Warner Bros. as a theatrical partner that boosts a film's value before it reaches streaming. He speaks with Katie Greifeld and Romaine Bostick on “The Close.” (Source: Bloomberg)...
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20.01.26 - 23:12
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Netflix Issues Cautious Forecast Amid WBD Saga (Bloomberg)
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John Belton of Gabelli Funds reacts to Netflix's fourth-quarter earnings on "Bloomberg The Close." He says the top-line numbers look generally healthy, but margin guidance is disappointing. The streaming leader says it plans to increase spending on films and TV shows by 10% in 2026 while forging ahead with plans to buy the studio and streaming business of Warner Bros. Discovery. (Source: Bloomberg)...
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20.01.26 - 23:00
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Netflix Craters On Disappointing Guidance, Stock Buyback Pause (ZeroHedge)
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Netflix Craters On Disappointing Guidance, Stock Buyback Pause
It was already an ugly quarter for NFLX shareholders who have been caught in a painful takeover battle for Warner Bros Discovery which has hammered the stock. And it only got uglier moments ago when Netflix reported Q4 earnings which came in solid, along with record subscribers for 2025, but it was the company's disappointing guidance due to higher program spending, together with the halt of stock buybacks (to fund the pending WBD deal) that slammed the stock to levels last seen during the Liberation day panic.
Here is what NFLX reported for Q4 results:
EPS 56c vs. 43c y/y, beating estimates of 55c
Revenue $12.05 billion, +18% y/y, beating estimates $11.97 billion
US & Canada revenue $5.34 billion, +18% y/y, beating estimates $5.26 billion
EMEA revenue $3.87 billion, +18% y/y, beating estimate $3.84 billion
Latin America revenue $1.42 billion, +15% y/y, matching estimate $1.42 billion
APAC revenue $1.42 billion, +...
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20.01.26 - 22:57
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Netflix mit mehr als 325 Millionen Kunden (DPA-AFX)
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LOS GATOS (dpa-AFX) - Der Videostreaming-Marktführer Netflix hat die Marke von 325 Millionen Kunden geknackt. Es ist das erste Update zur Nutzerzahl seit einem Jahr. 2024 hatte Netflix mit 301,6 Millionen zahlenden ......
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