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Summary Investor focus remains on Netflix, Inc. adding subscribers and improving ARPU. The new executive compensation is better aligned with Netflix shareholders. Ads and paid sharing remain the key catalysts for Netflix, Inc. in 2023, however, I remain on the sidelines given the el...
Summary All eyes are now on Meta Platforms' Q4 results, which are set to be released on February 1st after the market closes. I am bullish on Meta stock heading into Q4 earnings, as I think the market underestimates the company's potential to top expectations. Given the negative sen...
Summary The Walt Disney Company is in the middle of a proxy battle with Nelson Peltz from Trian Partners. We don't anticipate the Walt Disney board to give up any seats willingly, and the demands made by the activist are incompatible with the direction of the company. Growth thesis ...
The 2023 Academy Award nominations came out Tuesday morning, and along with multiple nods for box office titan Top Gun: Maverick , and the multiverse extravaganza Everything Everywhere All at Once , the announcements showed a drastic change in the presence of streaming video services amon...
Summary S&P 500 blended EPS growth for Q4 fell in the most recent week, to -4.6%, the lowest rate in over 2 years. Earnings pick up this week, with MSFT, TSLA, IBM and INTC in focus. Potential wins this week include: Danaher, Weyerhaeuser. Peak weeks for Q4 season are from J...
Netflix (NASDAQ: NFLX) had a lot of good news for investors when it reported its fourth-quarter earnings results. The streaming leader produced subscriber growth that was much better than expected, adding 7.66 million net new subscribers. It added subscribers across every region. Those ...
Netflix (NASDAQ: NFLX) reported earnings last week, and the market liked what it saw. Subscribers were up by over 7 million, and the company seems to have moved past its subscription challenges in mid-2022. What no one is talking about is the fact that the streaming giant has given up price...
Summary Netflix delivered a phenomenal quarterly earnings call, which gave analysts, investors, and insiders hope in the company. The stock responded positively by +8% in the following session. We provide an update to our thesis upon reviewing all the data points from the sell-side and ...
Netflix (NASDAQ: NFLX) said its longtime CEO, Reed Hastings, would be stepping down. This came as Netflix reported excellent fourth-quarter results. *Stock prices used were the afternoon prices of Jan. 21, 2023. The video was published on Jan. 23, 2023. Continue reading ...
Summary Netflix has rebounded strongly from its crash low outlined in May 2022. Valuations are getting extended again, which should limit long-term upside. A major price gap lower on the daily chart from April has been filled. The $350 to $370 area may now prove stiff resistance, es...
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On Thursday before the bell, Warner Bros Discovery Inc (NASDAQ: WBD) reported its first quarter results and came short of estimates. Earlier this w...
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports abo...
Microsoft Corp (NASDAQ:MSFT) initiated the unplanned closure of several video-game studios within its Xbox division as part of an on...