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Netflix Earnings Preview Q2: Can Live Programming Sustain Growth?

Media & Entertainment Ishan Majumdar -
Netflix reports Q2 earnings after the market closes on Thursday, July 16, with Wall Street expecting revenue of approximately $12.57 billion, growth of 13.5%,...

Netflix Live TV Bundles Could Rebuild The Cable Box

Media & Entertainment Ishan Majumdar -
Netflix (NASDAQ:NFLX) built its empire by freeing viewers from scheduled television. Now, Netflix live TV bundles could move the company closer to the system...
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Netflix & The InterPositive AI Acquisition: The Hidden Engine Behind Viral Shows

Media & Entertainment Ishan Majumdar -
When Netflix (NASDAQ:NFLX) announced it was acquiring InterPositive, the AI filmmaking startup founded by Ben Affleck, the headlines mostly...

Did Paramount OUTPLAY Netflix — Or Did Netflix Win?

Media & Entertainment Ishan Majumdar -
When Netflix (NASDAQ:NFLX) decided not to match Paramount Skydance’s $31-per-share offer for Warner Bros. Discovery, it wasn’t waving a...

Warren Buffett’s Quiet Bet On The New York Times—Signal Or Sideshow?

Media & Entertainment Ishan Majumdar -
When Warren Buffett’s Berkshire Hathaway disclosed a new 5-million-share stake in The New York Times Company (NYSE:NYT), it didn’t...

Is The Activist Case Against Warner Netflix About Value Or Control?

Media & Entertainment Ishan Majumdar -
Warner Bros. Discovery agreed to sell its studios and HBO Max to Netflix, locking in a signed transaction that...

Netflix Just Missed Earnings—But That’s NOT The WORST News!

Media & Entertainment Ishan Majumdar -
Netflix (NASDAQ:NFLX) rarely delivers a quiet earnings report, but this one landed with a thud. The company reported results...

WBD Contested Takeover: The $100B Deal the Board May Walk Away From

Media & Entertainment Ishan Majumdar -
The battle for Warner Bros. Discovery (NASDAQ:WBD) just escalated. Despite Paramount’s $30 all-cash hostile bid, WBD’s board is preparing...
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Netflix Earnings Preview Q2: Can Live Programming Sustain Growth?

Media & Entertainment Ishan Majumdar -
Netflix reports Q2 earnings after the market closes on Thursday, July 16, with Wall Street expecting revenue of approximately...

Netflix Live TV Bundles Could Rebuild The Cable Box

Media & Entertainment Ishan Majumdar -
Netflix (NASDAQ:NFLX) built its empire by freeing viewers from scheduled television. Now, Netflix live TV bundles could move the...

Netflix & The InterPositive AI Acquisition: The Hidden Engine Behind Viral Shows

Media & Entertainment Ishan Majumdar -
When Netflix (NASDAQ:NFLX) announced it was acquiring InterPositive, the AI filmmaking startup founded by Ben Affleck, the headlines mostly...

Did Paramount OUTPLAY Netflix — Or Did Netflix Win?

Media & Entertainment Ishan Majumdar -
When Netflix (NASDAQ:NFLX) decided not to match Paramount Skydance’s $31-per-share offer for Warner Bros. Discovery, it wasn’t waving a...

Warren Buffett’s Quiet Bet On The New York Times—Signal Or Sideshow?

Media & Entertainment Ishan Majumdar -
When Warren Buffett’s Berkshire Hathaway disclosed a new 5-million-share stake in The New York Times Company (NYSE:NYT), it didn’t...

Is The Activist Case Against Warner Netflix About Value Or Control?

Media & Entertainment Ishan Majumdar -
Warner Bros. Discovery agreed to sell its studios and HBO Max to Netflix, locking in a signed transaction that...

Netflix Just Missed Earnings—But That’s NOT The WORST News!

Media & Entertainment Ishan Majumdar -
Netflix (NASDAQ:NFLX) rarely delivers a quiet earnings report, but this one landed with a thud. The company reported results...

WBD Contested Takeover: The $100B Deal the Board May Walk Away From

Media & Entertainment Ishan Majumdar -
The battle for Warner Bros. Discovery (NASDAQ:WBD) just escalated. Despite Paramount’s $30 all-cash hostile bid, WBD’s board is preparing...

Inside The $1B Disney OpenAI AI Video Deal That Could Change Entertainment Forever

Media & Entertainment Ishan Majumdar -
In a stunning reversal of its prior stance, The Walt Disney Company (NYSE:DIS) has announced a $1 billion investment...

Paramount Warner Bros Takeover: $108B Gamble Unfolds

Media & Entertainment Ishan Majumdar -
Just days after Netflix stunned Hollywood with a $72 billion deal to acquire the studio and streaming assets of...

Paramount Warner Bros Merger vs. Netflix Explained!

M&A Ishan Majumdar -
The gloves are off in the media megamerger race. In a bold, attention-grabbing move, Paramount Skydance Corp. has hiked...

Netflix Makes A Power Play: Warner Bros. On The Table & A Stock Split To Sweeten The Deal

Media & Entertainment Ishan Majumdar -
Netflix is back in the headlines, and not just for another blockbuster release. The streaming giant has reportedly tapped...
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Kenvue Tylenol Lawsuits Cloud $48.7 Billion Deal

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Kenvue (NYSE:KVUE) woke up on July 13 with an...

Netflix Earnings Preview Q2: Can Live Programming Sustain Growth?

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Netflix reports Q2 earnings after the market closes on...

The LENS Index Just Added Three Names. None of Them Are Chips.

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Three signals. One portfolio entry and two Watch List...

Apple vs OpenAI Lawsuit: Can AI Hardware Threaten iPhone Era?

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Apple (NASDAQ:AAPL) is not acting like a company whose...

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