Netflix

Netflix and Shopee are launching the subscription program "ShopeeVIP+" in Indonesia, Thailand and the Philippines. Users of the shopping app receive access to Netflix through the package, as well as unlimited free instant deliveries and daily discount vouchers. In Indonesia the subscription starts at 40,000 rupiah per month. » More on de.investing.com

Netflix shares have fallen roughly 38% over the past 12 months and 16.5% year-to-date, yet BMO's $135 price target implies about 73% upside from current levels while consensus sits near $93.66 (≈20% upside). Management reiterated 2026 guidance of $51.0–51.4B revenue, roughly $12.5B free cash flow and about $3B in ad revenue, and executed a record $4.7B quarterly buyback with $27.1B still authorized. Bull case centers on ad-tier monetization, pricing power from content and margin expansion; key risks include the aborted Warner Bros. deal, related cash costs and tax charges, upcoming debt maturities and competitive pressure. » More on finance.yahoo.com

Netflix increased U.K. subscription prices for all plans, with the ad-supported standard plan rising from £5.99 to £7.99, ad-free standard to £13.99 and premium to £20.99; new members face the new rates immediately. The company has raised prices repeatedly worldwide and has never had a year of falling revenue after a price hike, though such moves can slow revenue growth. Netflix's ad-supported tier — key to ad revenue growth — may be tested by the larger increase, while companywide revenue growth is decelerating (Q2 at 13%, Q3 guide ~11.7%, full-year guidance 13–14%). Shares fell about 5.4% on the news, and the current valuation appears to price in continued pricing power. » More on finance.yahoo.com