The $110 billion merger of Paramount Skydance and Warner Bros. Discovery closed on Tuesday after Supreme Court Justice Elena Kagan denied a last-minute effort to halt the deal.
The new company — known as Skydance (SKYD)— brings the HBO Max and Paramount+ streaming services under one umbrella, roughly seven months after Paramount won a long bidding war with Netflix (NFLX) for Warner Bros.
The merger faced plenty of pushback and a long road to closing.
"The completed transaction unites two of media and entertainment's most storied companies, each with a history spanning more than a century, giving the combined business a rare legacy to build on," Skydance stated in a press release. "The aim of the combined company is to build the next-generation global media and entertainment company powered by creativity and technology."
The company's entertainment franchises span "Sopranos" to "SpongeBob SquarePants" and "Euphoria" to "Harry Potter." The portfolio also encompasses television networks CBS, CBS News, CBS Sports, CNN, TNT, TBS, Nickelodeon, and MTV, among others.

#build

On September 14, Evercore ISI raised its price target for Netflix, Inc. (NASDAQ:NFLX) from $100 to $110 while maintaining its Outperform rating. The research firm rolled its valuation framework forward to 2028 and applied a multiple of 25 times its 2028 EPS estimate.
The new price target represents more than 40% upside from the share price of $76.41 as of September 16. However, the stock has declined about 16% year-to-date and remains well below its 52-week high of $124.86.
Evercore ISI conducted its 58th quarterly US survey and 12th semi-annual ****** an survey on Netflix, Inc. (NASDAQ:NFLX), which showed multi-year high penetration of 63% in the US and a record-high 22% penetration in ****** an.
Japan also showed strong subscriber engagement as 58% of subscribers said they were slightly or not at all likely to cancel. Subscriber satisfaction in ****** an also reached 67%.
The company's new ads plan also showed encouraging signs in ****** an. About 66% of new ads plan subscribers were either former Netflix users or people who were new to Netflix.

#high

Netflix (NFLX) shares are on track to record their worst year since 2022, but a senior Wells Fargo ******* yst, Steven Cahall, cautions against hoping for a swift recovery. In his latest research note, Cahall downgraded the streaming giant to "Underweight" and slashed his price target to $57, indicating potential downside of another 20% from here.
At the time of writing, Netflix stock is already trading about 35% below its year-to-date high.
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#netflix #wells #fargo #steven

On September 14, Evercore ISI raised its price target for Netflix, Inc. (NASDAQ:NFLX) from $100 to $110 while maintaining its Outperform rating. The research firm rolled its valuation framework forward to 2028 and applied a multiple of 25 times its 2028 EPS estimate.
The new price target represents more than 40% upside from the share price of $76.41 as of September 16. However, the stock has declined about 16% year-to-date and remains well below its 52-week high of $124.86.
Evercore ISI conducted its 58th quarterly US survey and 12th semi-annual **** an survey on Netflix, Inc. (NASDAQ:NFLX), which showed multi-year high penetration of 63% in the US and a record-high 22% penetration in **** an.
Japan also showed strong subscriber engagement as 58% of subscribers said they were slightly or not at all likely to cancel. Subscriber satisfaction in **** an also reached 67%.
The company's new ads plan also showed encouraging signs in **** an. About 66% of new ads plan subscribers were either former Netflix users or people who were new to Netflix.

#netflix #price #september #evercore

Netflix (NFLX) has fallen about 35% over the past year, while the S&P 500 returned about 17%. The complaint is simple. Sales growth is slowing, and management will not show the quality metrics it leans on. That case misses the engine under per-share earnings, a wider margin, and a shrinking share count.
Why Are ***** ysts Pressing Netflix On Its Slowing Top Line?
Management guided revenue growth of 11% excluding currency for the third quarter of 2026, below the second quarter's 12% on the same basis. The CFO put part of that step down to a back-half-weighted year-ago comparison. ***** ysts have also pressed on viewing hours per member, which they say has softened.
The shares trade near $78, about 63% of their 52-week high. At that price the market appears to be paying for a mature business. The buy case has to rest on something other than the top line.
How Do Netflix's Earnings Grow Faster Than Its Sales?

#sales

Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the "Multi Cap Equity Fund". The letter can be downloaded here. The Multi Cap Equity Fund's Institutional Class returned 7.90% in Q2, underperforming the Bloomberg U.S. 3000 Index's 15.71% gain. Markets rose in the quarter on hopes of de-escalating Middle East tensions and easing oil flow. Investor focus shifted back to artificial intelligence, despite component shortages like processing chips affecting profits and valuations. Valuation-sensitive investors are selective within the AI sector, in contrast to valuation-agnostic indexes that adopt a more relaxed strategy. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Weitz Multi Cap Equity Fund highlighted Netflix, Inc. (NASDAQ:NFLX) as a newly added postion. Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On September 15, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $77.90 per share, reflecting a market capitalization of $324.37 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of -2.89%, while its shares lost 36.59% over the past 52 weeks.
Weitz Multi Cap Equity Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"We initiated two new positions during the second quarter. Most will be familiar with global streaming giant, Netflix, Inc. (NASDAQ:NFLX). The company made headlines as it tried to acquire Warner Bros. from Warner Bros. Discovery before ultimately walking away from a bidding war for the company. Some investors feared its bid signaled stagnation in its streaming business. At the time of this writing, the 2026 FIFA World Cup is also captivating audiences and draining attention and engagement from Netflix's service. Despite these near-term perception headwinds, we are optimistic that Netflix's introduction of an ad-supported tier is a savvy strategy to extend its growth runway: Netflix will not only participate in the large, multi-billion-dollar global advertising market, but a lower-price ad-tier broadens its potential customer base while simultaneously enhancing the pricing power of its premium, ad free tier."
Netflix, Inc. (NASDAQ:NFLX) ranks 13 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 121 hedge fund portfolios held Netflix, Inc. (NASDAQ:NFLX) at the end of the second quarter, down from 144 in the previous quarter. While we acknowledge the potential of Netflix, Inc. (NASDAQ:NFLX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#second

Netflix (NFLX) trades at about $80, and its own options put a price on how far that can travel over the twelve months ahead: a floor near $54.21 and a ceiling near $119. The options market is charging nothing unusual for that range. Ordinary, for Netflix, already means a range wide enough to take a third of your money.
Your $10,000 Stake Could Be Worth $6,750 Or $14,800 A Year Out
From today's price the ceiling is about 48% higher and the floor about 33% lower. A $10,000 stake could end the year near $6,750 or near $14,800. The upside is larger in dollars for a mechanical reason: a share price stops at zero and has no top.
Those bounds are odds rather than a forecast: roughly a two-in-three chance of finishing between them, and about a 16% chance of ending beyond each one. Nothing in that says which way. It says how much room a holder has to give, and Netflix has needed that room before.
Netflix Just Had A Year Almost This Volatile

#year #price #floor #ceiling

Parnassus Investments, an investment management company, released the "Parnassus Growth Equity Fund" second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of fees), outperforming the Russell 1000 Growth Index's 16.74%. Holdings in Information Technology and Consumer Discretionary sectors boosted relative returns, while Communication Services and Financials holdings detracted. For the year-to-date period, the Fund returned 6.17% (net of fees), outperforming the Russell 1000 Growth's 5.33%. The firm remains constructively bullish on U.S. equities and continues to be selective, valuation-sensitive, and focused on disruptive growth opportunities through active stock selection. Growth stocks advanced during the second quarter, as the Russell 1000 Growth Index generated strong double-digit returns driven by increased confidence in the durability of the ongoing artificial intelligence (AI) infrastructure build-out. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Parnassus Growth Equity Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc., a leading subscription-based streaming entertainment platform, detracted from the fund's performance during the quarter. On September 15, 2026, Netflix, Inc. closed at $77.90 per share, reflecting a market capitalization of $324.37 billion. Netflix, Inc. posted a one‑month return of -3.50%, while its shares lost 36.99% over the past 52 weeks.
Parnassus Growth Equity Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX) reported solid first-quarter results, but company management did not raise revenue guidance for the full year, disappointing some investors. Cofounder Reed Hastings announced plans to step down from the board, which may have further weighed on shares."
Netflix, Inc. (NASDAQ:NFLX) ranks 13 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 121 hedge fund portfolios held Netflix, Inc. (NASDAQ:NFLX) at the end of the second quarter, down from 144 in the previous quarter. While we acknowledge the potential of Netflix, Inc. (NASDAQ:NFLX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#Growth #investor

Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the "Multi Cap Equity Fund". The letter can be downloaded here. The Multi Cap Equity Fund's Institutional Class returned 7.90% in Q2, underperforming the Bloomberg U.S. 3000 Index's 15.71% gain. Markets rose in the quarter on hopes of de-escalating Middle East tensions and easing oil flow. Investor focus shifted back to artificial intelligence, despite component shortages like processing chips affecting profits and valuations. Valuation-sensitive investors are selective within the AI sector, in contrast to valuation-agnostic indexes that adopt a more relaxed strategy. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Weitz Multi Cap Equity Fund highlighted Netflix, Inc. (NASDAQ:NFLX) as a newly added postion. Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On September 15, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $77.90 per share, reflecting a market capitalization of $324.37 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of -2.89%, while its shares lost 36.59% over the past 52 weeks.
Weitz Multi Cap Equity Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"We initiated two new positions during the second quarter. Most will be familiar with global streaming giant, Netflix, Inc. (NASDAQ:NFLX). The company made headlines as it tried to acquire Warner Bros. from Warner Bros. Discovery before ultimately walking away from a bidding war for the company. Some investors feared its bid signaled stagnation in its streaming business. At the time of this writing, the 2026 FIFA World Cup is also captivating audiences and draining attention and engagement from Netflix's service. Despite these near-term perception headwinds, we are optimistic that Netflix's introduction of an ad-supported tier is a savvy strategy to extend its growth runway: Netflix will not only participate in the large, multi-billion-dollar global advertising market, but a lower-price ad-tier broadens its potential customer base while simultaneously enhancing the pricing power of its premium, ad free tier."
Netflix, Inc. (NASDAQ:NFLX) ranks 13 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 121 hedge fund portfolios held Netflix, Inc. (NASDAQ:NFLX) at the end of the second quarter, down from 144 in the previous quarter. While we acknowledge the potential of Netflix, Inc. (NASDAQ:NFLX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#fund

This year hasn't treated Netflix's (NFLX) stock well, and it is down over 18% year-to-date (YTD). It peaked above $108 in April ahead of its Q1 2026 earnings. However, that report triggered a selloff in Netflix, as did the next one. Incidentally, the company did not raise its 2026 guidance in either release, which dampened sentiment and raised fears of a slowdown in the back half of the year.
To be sure, Netflix hasn't had a linear decline this year, and the stock has had its moments. It rallied in late February after the company announced that it was walking away from the bidding war for Warner Bros. Discovery's (WBD) ******* ets. It did not hurt that Paramount Skydance (PSKY) paid a $2.8 billion breakup fee to Netflix for stepping aside from the deal. NFLX hit its 2026 lows following its Q2 2026 confessional but smartly rallied from those levels, in part aided by the disclosure that Bill Ackman's Pershing Square Holdings (PSHZF) took a stake in Q2.
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#company #however #incidentally

Netflix (NASDAQ:NFLX) raised prices on every one of its U.K. plans in the past few days. The ad-supported standard plan took the biggest jump, moving from £5.99 to £7.99 a month (a third more), while the ad-free standard plan went to £13.99 and premium to £20.99. New members pay the new prices right away, and existing members typically get 30 days' notice before the change reaches their bills.
Shares of the streaming giant fell 5.4% on Friday to $78.25, the same day the increase made headlines.
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Price increases are nothing new for this company, though. Netflix has been raising prices for 15 years, in markets all over the world, and its annual revenue has grown every single year through all of them.
But that streak is a low bar. The better measure, I'd argue, is what each increase did to the company's revenue growth rate -- and that record is more interesting than the streak itself.

#every #members

Despite a 34% selloff, Netflix (NFLX) earns a BUY with a $182 price target implying 123% upside over twelve months.
Netflix crushes Disney (DIS) on margins at 33% versus 15% and trades at half Spotify's (SPOT) earnings multiple despite matching its growth rate.
Ad revenue is set to nearly double to $3 billion in 2026, while a record $4.7 billion Q2 buyback signals strong management conviction.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Netflix didn't make the cut. Grab the names FREE today.
Netflix (NASDAQ:NFLX) has been a punching bag for the past year, but our model sees a very different setup heading into 2027. With the stock trading at $81.72, down 33.64% over the last twelve months, sentiment has rarely been this washed out on a company still growing revenue in the double digits.

#months #double

Netflix Inc. (NFLX) stock has been moving higher after a post-earnings dip. Moreover, even if NFLX takes a breather here or trades in a range, it may be worth shorting out-of-the-money puts to set a lower buy-in price.
NFLX closed at $81.72 on Friday, Aug. 28, up 2.35%. In the last month, it's risen over 20% since bottoming out at $67.60 on July 20. However, NFLX is still where it was almost 3 months ago, when it closed at $81.52 on June 3.
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#range #july

Headquartered in Los Gatos, California, Netflix, Inc. (NFLX) is a global entertainment company and one of the world's leading streaming platforms, offering TV series, films, live programming and games across a broad range of genres and languages. Its core business is subscription-based streaming, with revenue primarily generated from monthly membership fees, while its newer advertising business provides an additional monetization channel.
With a market cap of approximately $340.3 billion, Netflix sits firmly in the 200-billion-or-more mega-cap tier, giving the streaming giant substantial financial firepower. That scale provides the flexibility to invest aggressively across its next growth avenues, from scaling its advertising business and expanding into gaming to strengthening its technology infrastructure and growing its in-house content studio, while continuing to fund its core streaming operation.
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#tesla #advertising

Netflix (NFLX) is one of the world's leading streaming entertainment companies. Founded in 1997 and headquartered in Los Gatos, California, Netflix has evolved from a DVD-rental service into a global entertainment powerhouse offering original series, films, live sports, and gaming content to members in more than 190 countries.
The company has increasingly diversified its revenue streams through a growing advertising-supported tier, live programming including NFL games and the 2027 FIFA Women's World Cup, and continued international expansion. Let's take a closer look.
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#Stock #netflix #nflx #california

The on-demand library it was built on is no longer the story management leads with, and the quality measure it now sets beside view hours is one the company will not detail.
Netflix (NFLX) has fallen 34.4% over the past twelve months while the S&P 500 returned 21.0%, though it is still 18.1% higher than it was twenty-four months ago. The bigger change is not in the price: the company has moved its lead story off the on-demand library it was built on and the quality side of its engagement case out of public view.
Management Used To Describe The Company Narrowly
In earlier calls management described the company narrowly: it was in the subscription entertainment business, and its core strategy was giving members exclusive first-run movies. That is no longer the whole of it. In the July 2026 call management says the definition of TV has broadened and its own has changed with it. The core TV series and film still take the vast majority of programming spend; what management foregrounds alongside them is live programming, cloud games, video podcasts, and carrying content partner TF1's local programming inside Netflix for French members. Management itself calls the expansions evolutionary rather than revolutionary.
Five Percent Of Spend, One Percent Of Hours

#percent

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its "Global Growth Strategy." The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around AI infrastructure drove markets, with semiconductor, memory, and hardware stocks accounting for much of the gain. Although the portfolio owned AI beneficiaries, broader holdings lagged despite fundamentals, as median revenue and EPS growth reached 12% and 14% and more than 60% of the holdings beat expectations. SGA believes valuation compression reflects sentiment rather than weaker business quality, leaving the portfolio near its widest discount to the market since inception. The firm continues to favor durable compounders and expects 16% revenue growth and 20% earnings growth over three years. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, SGA Global Growth Strategy highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX), a leading subscription-based streaming entertainment platform, detracted from performance during the quarter. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
SGA Global Growth Strategy stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX) was a detractor from returns during the quarter after the stock came under pressure despite reporting solid first quarter results in April. Revenue grew 16% year-over-year, or 14% excluding FX, and operating income rose 18%, supported by strong growth in APAC and Latin America. Second quarter revenue guidance came in roughly 1% below expectations and EBIT guidance was 5% light due to content amortization timing. Management maintained full-year guidance of 11% to 13% revenue growth (excluding FX) and approximately 20% profit growth rather than raising it, which disappointed some investors who had anticipated a lift following the recent price hike and the removal of the Warner Bros. Discovery deal overhang. With the Warner Bros. Discovery acquisition now behind it, management can refocus on the core business and deploy excess free cash flow toward AI investment and buybacks, including a new $25 billion authorization. The company continues to expand its mobile and content initiatives, while evaluating longer-term opportunities in advertising and AI-driven production tools. Over the long term, Netflix benefits from a recurring subscription model with low churn and demonstrated pricing power, supported by a broad and growing content library and meaningful global growth opportu

Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its "Guinness Global Innovators Fund". You can download the letter here. The Guinness Global Innovators Fund focuses on investing in global companies that benefit from innovation in technology, communication, globalization, and management strategies. In the second quarter of 2026, the Guinness Global Innovators Fund returned 13.8% in GBP, compared with 13.0% for the MSCI World Index and 13.1% for the IA Global sector average. Easing Middle East tensions, falling oil prices, and renewed enthusiasm for artificial intelligence helped reverse much of the caution seen earlier in the year, with investors rotating back toward growth stocks and AI infrastructure beneficiaries. The Fund benefited from its overweight position in the Information Technology sector, while its overweight position in Communication Services detracted. Avoiding weaker Utilities, Materials, and Energy also supported relative performance. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, Guinness Global Innovators Fund highlighted Netflix, Inc. (NASDAQ:NFLX) noting it was one of the weaker performers during the quarter. Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Guinness Global Innovators Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX), the streaming giant, was one of the Fund's weaker performers over the quarter, following a harsh share price reaction to its last quarterly print. Shares sold off despite strong organic growth driven by strong membership numbers, higher pricing, and increased advertising revenue. There was also a boost to earnings per share from the termination fee related to Paramount's merger with Warner Bros, as Netflix had previously been in talks to acquire the latter's studio and streaming ****** ets. However, the market was disappointed by Netflix choosing to maintain guidance for 2026 despite the positive momentum seen in the first quarter. This was taken as a potential indicator of growth deceleration in future quarters, with some questioning whether Netflix can sustain pricing power given the increases it has already pushed through the subscriber base. The company also announced the departure of its Co-founder and Chairman Reed Hastings to focus on philanthropic and other pursuits. Netflix has since named its longstanding board member Jay Hoag as his successor, indicating there should be continuity in the firm's strategy. The bid for Warner Bros was a departure from Netflix's historic modus

Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX), a leading subscription-based streaming entertainment platform, detracted from performance during the quarter. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Founded in 1997, Netflix, Inc. (NASDAQ:NFLX) is one of the world's leading internet entertainment platforms and a pioneer of subscription video on demand (SVOD), which it first launched in 2007. Today the company is a global leader with over 325 million paid subscribers, out of what we estimate is a total addressable market of one billion households outside of China, who access TV series, movies, mobile games, and other entertainment content across a wide variety of genres, languages, and devices. The company has subscribers in over 190 countries, with an estimated global audience approaching one billion, and generates almost 60% of its revenue from outside of North America.
We believe Netflix's strong and sustainable competitive advantages include its focus, scale, brand, and a large installed base of clients that are protected by high barriers to entry. As a pioneer in SVOD, Netflix has amassed a subscriber base that we estimate to represent just under 40% of all SVOD subscribers globally and approximately 50% of the industry revenue share of the leading global providers. We believe the company's strong brand is reflected in both its premium pricing versus peers and mid-single-digit growth in average revenue per user over the past five years. Over the past decade, Netflix has invested over $120 billion in content and amassed an estimated over 14,000 hours of original content, which is estimated to represent just under two times the next five largest streaming competitors combined. Of course, it is not just the quantity, but quality of the content that matters. Over this same period, Netflix received over 1000 E

The Baltimore Ravens already have enough established talent to construct one of the NFL's best secondaries. Chandler Rivers could be the player who raises the unit's ceiling even higher. Rivers is not expected to replace Marlon Humphrey, Nate Wiggins, Kyle Hamilton or Malaki Starks in the starting lineup. The fifth-round rookie can still become an important part of Baltimore's defense by providing dependable coverage when the Ravens use additional defensive backs.
According to Pro Football Hall of Fame International Ambassador Steve Flack, citing Pro Football Focus, Rivers has played 40 coverage snaps during the preseason. He has been targeted six times, allowing two receptions and a 42.4 passer rating.
The sample remains small, but the early efficiency as a pro is difficult to ignore.
CHANDLER RIVERS, Ravens DB
Through 2 Preseason Games, the rookie Rivers, has seen 40 coverage snaps, targeted 6 times, allowing 2 receptions and a 42.4 Passer Rating (Per PFF)#RavensFlock #Ravens #baltimore #NFL #NFL2026 #nflx #NFLNews #NFLKickoff #NFLFootball #NFLPreseason pic.twitter.com/XWLitPEQrU
Rivers has stayed connected to receivers through their routes, closed quickly at the catch point, and demonstrated the physicality required to finish plays and potentially carve out a role. He also allowed only six receiving yards on five targets during Baltimore's preseason victory over the Minnesota Vikings.

#Ravens #Football #rating

Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its "Guinness Global Innovators Fund". You can download the letter here. The Guinness Global Innovators Fund focuses on investing in global companies that benefit from innovation in technology, communication, globalization, and management strategies. In the second quarter of 2026, the Guinness Global Innovators Fund returned 13.8% in GBP, compared with 13.0% for the MSCI World Index and 13.1% for the IA Global sector average. Easing Middle East tensions, falling oil prices, and renewed enthusiasm for artificial intelligence helped reverse much of the caution seen earlier in the year, with investors rotating back toward growth stocks and AI infrastructure beneficiaries. The Fund benefited from its overweight position in Information Technology sector, while overweight position in Communication Services detracted. Avoiding weaker Utilities, Materials, and Energy also supported relative performance. The letter examines the five distinct market phases that shaped the first half, changing Federal Reserve policy expectations, surging hyperscaler and semiconductor capital expenditure, and record capital raising across the AI ecosystem. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, Guinness Global Innovators Fund highlighted Netflix, Inc. (NASDAQ:NFLX) noting it was one of the weaker performers during the quarter. Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Guinness Global Innovators Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX), the streaming giant, was one of the Fund's weaker performers over the quarter, following a harsh share price reaction to its last quarterly print. Shares sold off despite strong organic growth driven by strong membership numbers, higher pricing, and increased advertising revenue. There was also a boost to earnings per share from the termination fee related to Paramount's merger with Warner Bros, as Netflix had previously been in talks to acquire the latter's studio and streaming ******* ets. However, the market was disappointed by Netflix choosing to maintain guidance for 2026 despite the positive momentum seen in the first quarter. This was taken as a potential indicator of growth deceleration in future quarters, with some questioning whether Netflix can sustain pricing power given the increases it has already pushed through the subscriber base. The company also announced the departure of its Co-founder and Chairman Reed Hastings to focus on philanthropic and

Loomis Sayles, an investment management company, released its "Global Growth Fund" investor letter for Q2 2026. You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index's 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in communication services, consumer discretionary and healthcare sectors, and an underweight in information technology, financials, industrials, and consumer staples sectors. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its Q2 2026 investor letter, Loomis Sayles Global Growth Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX), a leading subscription-based streaming entertainment platform, detracted from performance during the quarter. On August 21, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $79.59 per share, reflecting a market capitalization of $331.41 billion. Netflix, Inc. (NASDAQ:NFLX) posted a one‑month return of 13.05%, while its shares lost 34.66% over the past 52 weeks.
Loomis Sayles Global Growth Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Founded in 1997, Netflix, Inc. (NASDAQ:NFLX) is one of the world's leading internet entertainment platforms and a pioneer of subscription video on demand (SVOD), which it first launched in 2007. Today the company is a global leader with over 325 million paid subscribers, out of what we estimate is a total addressable market of one billion households outside of China, who access TV series, movies, mobile games, and other entertainment content across a wide variety of genres, languages, and devices. The company has subscribers in over 190 countries, with an estimated global audience approaching one billion, and generates almost 60% of its revenue from outside of North America.
We believe Netflix's strong and sustainable competitive advantages include its focus, scale, brand, and a large installed base of clients that are protected by high barriers to entry. As a pioneer in SVOD, Netflix has amassed a subscriber base that we estimate to represent just under 40% of all SVOD subscribers globally and approximately 50% of the industry revenue share of the leading global providers. We believe the company's strong brand is reflected in both its premium pricing versus peers and mid-single-digit growth in average revenue per user over the past five years. Over the past decade, Netflix has invested over $120 billion in content and amassed an estimated over 14,000 hours of original content, which is estimated to represent just under two times the next five largest streaming competitors combined. Of course, it is not just the quantity, but quality of the content that matters. Over this same period, Netflix received over 1000 E

Netflix (NFLX) shares closed 5.4% higher on Aug. 13 after Bill Ackman's Pershing Square Holdings (PSHZF) disclosed a new stake in the streaming giant. The move added a vote of confidence at a time when NFLX stock is trading well below its peak.
The investment case is straightforward: Netflix has experienced a sharp valuation reset, but its underlying growth and profitability outlook remain strong.
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#netflix #strong #holdings

When Netflix (NASDAQ: NFLX) reported earnings last month, investors weren't impressed. They dumped the stock, which was already struggling, causing it to hit a new 52-week low of $65.08. It seemed as though the company, despite its solid growth over the years, could do nothing to convince investors that it was worth investing in. Its tailspin seemed endless.
But with beaten-down stocks, at some point, they become too cheap to pass up. Investors load up on them at discounted prices, which can create a snowball effect, driving their share prices higher, leading to a rally. That appears to be happening with Netflix of late, as on Thursday, it was trading at around $77 -- which is 18% higher than the low it reached in July.
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Can the streaming stock still be a good buy right now? Let's find out.
When a company reports earnings that don't meet expectations, the market tends to act quickly. Sell first, think and **** yze later. When Netflix reported its second-quarter earnings on July 16, that may have been what happened. The company delivered a beat on the bottom line but slightly missed on revenue.

#signal

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The portfolio benefited from strong gains across memory, software infrastructure, cybersecurity, and other AI-related holdings, although its concentrated exposure to mega-cap chip designers and manufacturers weighed on relative performance as leadership broadened into CPUs, networking, and memory. Vertical software, internet, and financial holdings were modest detractors amid macro concerns and uncertainty over AI disruption. The fund remains focused on critical AI bottlenecks, including compute, memory, manufacturing, networking, and power, while retaining selected businesses that may use AI to strengthen their competitive positions. You can check the fund's top five holdings to learn more about its leading investment ideas for the year.
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On August 7, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $74.14 per share. One-month return of Netflix, Inc. (NASDAQ:NFLX) was 0.42% and its shares lost 39.15% over the past 52 weeks. Netflix, Inc. (NASDAQ:NFLX) has a market capitalization of $308.71 billion.
Sands Capital Technology Innovators Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX) remains a uniquely scaled premium video platform, with meaningful advertising potential and subscription pricing power. However, we believe AI enabled short-form video could become an increasingly strong competitor for consumer engagement over time, creating greater uncertainty around Netflix's terminal value."
Netflix, Inc. (NASDAQ:NFLX) ranks 13 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 144 hedge fund portfolios held Netflix, Inc. (NASDAQ:NFLX) at the end of the first quarter, compared to 146 in the previous quarter. While we acknowledge the potential of Netflix, Inc. (NASDAQ:NFLX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#NASDAQ #fund #letter

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The portfolio benefited from strong gains across memory, software infrastructure, cybersecurity, and other AI-related holdings, although its concentrated exposure to mega-cap chip designers and manufacturers weighed on relative performance as leadership broadened into CPUs, networking, and memory. Vertical software, internet, and financial holdings were modest detractors amid macro concerns and uncertainty over AI disruption. The fund remains focused on critical AI bottlenecks, including compute, memory, manufacturing, networking, and power, while retaining selected businesses that may use AI to strengthen their competitive positions. You can check the fund's top five holdings to learn more about its leading investment ideas for the year.
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On August 7, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $74.14 per share. One-month return of Netflix, Inc. (NASDAQ:NFLX) was 0.42% and its shares lost 39.15% over the past 52 weeks. Netflix, Inc. (NASDAQ:NFLX) has a market capitalization of $308.71 billion.
Sands Capital Technology Innovators Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX) remains a uniquely scaled premium video platform, with meaningful advertising potential and subscription pricing power. However, we believe AI enabled short-form video could become an increasingly strong competitor for consumer engagement over time, creating greater uncertainty around Netflix's terminal value."
Netflix, Inc. (NASDAQ:NFLX) ranks 13 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 144 hedge fund portfolios held Netflix, Inc. (NASDAQ:NFLX) at the end of the first quarter, compared to 146 in the previous quarter. While we acknowledge the potential of Netflix, Inc. (NASDAQ:NFLX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#netflix #nflx #sands #innovators

Things have gone from bad to worse for Netflix (NFLX) stock over the last year. NFLX stock fell sharply on July 17 after markets gave a thumbs down to the company's second-quarter report. While earnings were broadly in line with estimates, Netflix's Q3 guidance spooked markets.
Notably, NFLX stock also plunged following the Q1 confessional earlier this year for pretty much the same reasons. That quarter, earnings easily beat estimates, but management still did not raise the annual guidance, which was seen as a sign of a slowdown in the coming quarters. In the Q2 release, management narrowed its annual revenue guidance to a range of $51 billion to $51.4 billion, increasing the lower end by $300 million while also cutting the top end of the range by a similar amount. Netflix's Q3 revenue guidance of $12.86 billion also fell short of Street estimates.
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#nflx

As the Iran war enters another volatile phase, Newmont (NEM) seemingly makes for a great contrarian trade. Sure, NEM stock is currently sitting on an 88% Strong Sell rating by the Barchart Technical Opinion indicator. However, it's possible that the escalation of hostilities could provide a temporary boost to the share price. Also, because NEM is down nearly 12% in the trailing month, it may be a positive mean-reversion candidate.
Another wrinkle to support the short-term bull case is Newmont's upcoming second-quarter earnings report. On July 23 after the market close, the gold miner is scheduled to release its financial results, with ***** ysts calling for earnings per share of $2.18 on revenue of $6.38 billion. Given the fact that Newmont has enjoyed generally strong results in recent quarters, another beat wouldn't be out of the question.
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Netflix Tanks on Lower Margins and Flat Outlook - Time to Buy NFLX?
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#newmont #strong #short

Intel Corp. (INTC) is set to release earnings on Thursday, July 23, after the market close. But investors are nervous. As a result, INTC is way off its highs, and put option premiums are high. Short-sellers can make a one-month 4.5% yield at an INTC put strike price that is 15% lower.
INTC closed at $95.04, down 2.0% on Friday, July 17. It's down from $139.53 on June 30 (-31.9%) and $140.94 on June 22 (-32.6%) in the past two weeks.
Netflix Tanks on Lower Margins and Flat Outlook - Time to Buy NFLX?
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#earnings #option

Every movie you have ever loved has lied to you.
The city skyline was a matte painting. The shark was rubber and it barely worked. The crowd of 40,000 was 400 extras and a lot of patient duplication. Audiences have never actually wanted the truth from a screen. We want the trick to hold.
Hollywood has always been comfortable with that bargain. What it has never been comfortable with is a change in who performs the trick.
That is the fight that shut the industry down in 2023, and it is the fight that has kept studios careful about how they discuss artificial intelligence (AI) ever since. Everyone has been running pilots. Almost **** ody has been willing to say how many. The safe play was to call it experimentation, name a single project, and move on before anyone asked a follow-up question.
Netflix (NFLX) just stopped playing it safe.