Netflix

Netflix was sold down to around $65 after the quarterly results, even though revenue in Q3 grew only 11.8% to $12.87 billion (weakest growth in about three years). Operating margin rose from 28.2% to 34.6%, net income climbed to $3.66 billion and free cash flow to $2.88 billion. The company bought back 63.9 million shares for about $4.8 billion; according to the author, a new global content hit would be an additional lever but is not a prerequisite for the current business model. » Mais em finanzen.net

Netflix is increasing theatrical experiments — planning about 30 releases in 2027 and pursuing wider, exclusive windows for select films like Greta Gerwig's Narnia — while maintaining a streaming-first stance. The company overhauled content leadership, hiring Peter Rice and dismissing its head of film, to improve talent relations and execution after stagnant viewership and a roughly 30% stock decline this year. Executives say theatrical releases can boost reach and streaming demand, but Netflix lacks the full distribution and marketing infrastructure of traditional studios, leaving the scale and economics of the push uncertain. » Mais em cnbc.com

Netflix reported its weakest quarterly growth in years: revenue rose 12 percent to $12.9 billion, in line with expectations, and profit increased about 44 percent to $3.66 billion. Investors are worried about declining viewer activity and the absence of new global hits, prompting a sharp drop in the stock. The company cut around 6 percent of its workforce (about 1,000 jobs) and replaced programming executives; its new goal is to keep users engaged with films and series for longer and to monetize content more effectively. » Mais em finanzen.net