“Now in streaming” is the weekly recovery of the Fly of the stories surrounding the biggest streams of content.
Playing this weekend: Among the new streaming contents this weekend are the first episodes of “Andor”, a series of dramaturgy set in the “Star Wars” universe in Disney+ ((Dis). Meanwhile, Netflix ((NFLX) Subscribers can capture the fifth season of the “You” dramaturgy series, as well as the Neonair action thriller movie “Havoc”, starring Tom Hardy and Forest Whitaker. In addition, Amazon Prime Video ((Amzn) Users can consult the new comedy-drama series “Etoile”, created by Amy Sherman-Palladino and Daniel Palladino, who also did “Gilmore Girls” and “The Marvelous Mrs. Maisel”.
Netflix results: Last week, Netflix reported results from the first most anticipated quarter, with revenue and operating income, which increased by 13% and 27% year -on -year, respectively. In front, the company provided for action and revenue over the consensus estimates and reiterated its FY25 income perspectives, adding that approximately the advertising revenue would be doubled by 2025.
After the report, at least 16 different securities analysts increased their price goals in Netflix’s shares, Barclays said that the action has been seen as a “long” in the current macro background and its Q1 results and Q2 orientations “will probably strengthen this thesis.” The firm added that, while the company’s income was approximately in line with the consensus, the margin for the quarter and the margin orientations for the 2T was better than the estimates. Meanwhile, Morgan Stanley also increased his price on Netflix, saying that the business is “predictable” and that predictability, combined with a business that should be relatively resistant to a harder macro, admits a overweight vision.
In addition, Phillip Securities updated Netflix in Redy Neutral with a $ 950 price goal, over $ 870, after the first quarter report. A “strong” content pipeline and the expansion of its advertising level will allow Netflix to browse potential economic slowdown, the analyst said to the investors in a research note. The firm believes that the current assessment of actions suggests a limited magazine near your recession for update.
Comcast results: This week, Comcast ((CMCSA) reported revenue and income from the first quarter, and Peacock revenue increased by 16% to $ 1.2 million. “We had strong financial results in the first quarter, increasing the digits of the adjusted EPS average and generating $ 5.4 billion of free box flows while investing in our six growth businesses and returning $ 3.2 billion to shareholders,” said Brian Roberts, president and CEO of Comcast Corporation. “ Our connectivity business generated a growth of 4%of income, feeding the expansion on C&P EBITDA margins to 41.4%. We have also achieved our higher wireless line additions in two years and have passed business services with half -scoundable revenue and ebitda growth and margins of approximately 57%.
After the report, no less than five analysts reduced their price goals at Comcast, with Morgan Stanley who said that Comcast believes he has the products to win in the market, but “he does not win today.” In the meantime, Oppenheimer believes that Comcast has a price problem and sees a difficult path for the company to continue to grow income and cable margins. Competition is being reduced as the economy seems to be slowed consumers will save money, added the firm.
Max: Warner Bros. Discovery’s ((Wbd) max announced New U.S. product updates with the introduction of additional additional members, designed to give existing subscribers “greater flexibility and control over how to manage their maximum accounts”. This new feature also includes the ability to transfer an adult profile to the additional member account, said Max. “Additional members of members and profile transfer are two key advances, designed to help viewers with a new way to enjoy our best class content with exceptional value and offer subscribers a greater flexibility in managing their accounts,” said JB Perrette, CEO and President, streaming Global Streaming and Games, Warner Bros Discovery. “These updates provide a simple way for subscribers to add a new member to their account, or to existing subscribers who have users outside their home without problems and, uninterruptedly, pass their profile so that the additional member can continue to access Max.” The additional complement of members allows the Primary Account Owner to share their maximum account by inviting a friend or family member outside his home to create an independent autonomous account with an adult profile with the same subscription. These additional members will have their own login credentials separated from the main account. Additional members can transmit a profile on a device at once and can enjoy all the other benefits included in the main account owner’s base plan. The additional supplement of members is limited to a account supplement. This feature costs $ 7.99/month. The price is the same, regardless of which an eligible user is subscribed.
Meanwhile the Wall Street Journal informed That Warner Bros. Discovery renewed Max after acknowledging that it was not an “essential” service. Max SHED Content and operation of the Kids and Shewsedsed, focused on differentiated programming for adults and true criminality. The report indicates a collaboration with Disney promoted the growth of subscribers, with an overseas expansion potential. Max added 20 million subscribers by 2024 to end the year at 117 worldwide level and hopes to reach 150 m in 2026, says the report.
Paramount/FCC: Emphasized ((Par. informed This week. One of the actions in discussion between the agency and the Paramount is a commitment that the company continues to abstain from certain corporate diversity initiatives, according to people close to discussions. The President of the FCC, Brendan Carr, said that a complaint of destination to the news of third parties related to the way “60 minutes” edited an interview by Kamala Harris last year, he could take into account the review of his Agency on the Paramount Agreement.
Disney/Fubo: Antimonopoly officials of the Department of Justice study the Disney Agreement to take a control participation in FUBOTV (FUBO)Leah Nylen and Josh Sisco de Bloomberg informedquoting people who know the plans. Officials are examining whether the agreement would improperly concentrate on the sports transmission market, sources in Bloomberg said. Disney, in January, agreed to merge his streaming Hulu + TV service live with FUBOTV.
PLAYS STOCK: Other publicly listed companies in space include Apple ((AAPL), AMC Networks ((AMCX), Year (Year)and Fox (Fox).
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