Netflix

Netflix does not disclose separate financials for ads, gaming, live events or its studio, making it impractical to value or divest those businesses independently. The streamer’s recommendation engine, Open Connect CDN and 325+ million subscribers form an integrated flywheel that funds content greenlights and advertising inventory. Management says live events and gaming are strategic growth levers tied to the subscription funnel rather than standalone profit centers, and regional disclosures are the only plausible segmentation in current filings. » Mais em finance.yahoo.com

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. » Mais em 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. » Mais em finance.yahoo.com