Disney and HBO say companies will face massive investment demands as big media continues developing DTC streaming services (DIS, NFLX, AMZN, AAPL)

This story was delivered to Business Insider Intelligence “Digital Media Briefing” subscribers hours before appearing on Business Insider. To be the first to know, please click here. As big media continues to develop direct-to-consumer (DTC) streaming services, companies will face massive and growing investment demands, according to two articles examining the SVOD strategies by Disney and WarnerMedia’s HBO. […]

Netflix is on track for its lowest close since January (NFLX)

Hector Vivas/Latin Content/Getty Images Netflix shares were hit hard for a third straught session Friday, and on track for their lowest close since January. The selling has come amid broader stock-market weakness, with the tech-heavy Nasdaq Composite index losing 6.4% since Wednesday, when the social-media network Facebook was sued by Washington, DC. Netflix has tanked […]

Tech’s biggest CEOs and founders lost $61 billion during the stock market’s plunge in October — here’s who got hit hard (FB, AMZN, AAPL, NFLX, GOOG, BIDU, BABA)

Photo by Drew Angerer/Getty Images October was a rough month for billionaires in the tech sector, who saw their net worth plummet as stocks took a hammering.  According to Bloomberg data, the CEOs and founders of the most popular tech companies “FAANG+BAT” lost $ 61 billion in October. The tech-heavy Nasdaq index plunged 9.2%, posting its worst […]

Netflix is using promos to boost discoverability (NFLX)

This story was delivered to Business Insider Intelligence “Digital Media Briefing” subscribers hours before appearing on Business Insider. To be the first to know, please click here. Netflix is testing full-screen video promos that play in between episodes of a series, TechCrunch reports. The promos are personalized recommendations of Netflix original and licensed content that users might […]

MORGAN STANLEY: Netflix isn’t even close to being done growing (NFLX)

Netflix has enormous growth potential, according to Morgan Stanley analyst Benjamin Swinburne. The international video-streaming market is large and unaddressed, and Netflix could eat much of it. Netflix’s original and exclusive content positions it well in many markets.  Follow Netflix in real time here. Netflix is not even close to being finished growing, according to […]

Netflix sinks as short-seller says it could fall to $300 (NFLX)

Netflix is the best performing FAANG stock of 2018 so far, but that same outperformance is fueling skepticism.  Shares of the streaming company fell 2% Monday, with short-seller Andrew Left’s Citron Research saying the stock could slump to $ 300. You can track the stock’s price in real-time here>> Shares of Netflix slumped more than […]

Netflix now spends more on programming than Viacom — and it has Disney in its sights (NFLX, DIS, CMCSA, AAPL, AMZN)

Netflix’s streaming video service began as a place to watch episodes of old TV shows and obscure movies. But those days are long past. The company first used major deals with the likes of Sony and Disney to improve its offerings. More recently, it’s been ramping up the production of original shows, such as “Stranger […]

A major change is coming to how tech stocks are traded, and investors face an avoidable risk (FB, AAPL, GOOGL, AMZN, NFLX)

Chip Somodevilla/Getty Starting in September, telecom, tech, media, and entertainment companies will be combined into one S&P 500 sector called Communication Services.  It’s set to be the most crowded sector in the market, according to equity strategists at Bank of America Merrill Lynch.  Investors should buy currently underweight parts of the sector ahead of its […]

A portfolio manager at a $991 billion firm shares which of the tech giants face the biggest regulatory risks (FB, AAPL, GOOGL, NFLX)

Stephen Lam/Reuters Facebook and Google face bigger regulatory risks than Amazon, according to David Eiswert, the portfolio manager of T. Rowe Price’s Global Stock Fund. Top lawyers from Facebook, Twitter, and Google appeared in Congress in November to answer questions about Russia’s meddling in the 2016 US presidential election. Facebook’s advertising platform is “like a […]

Netflix, Hulu, and Amazon Prime offer similar fare — but their viewers have different habits (NFLX, AMZN)

If you set aside the actual movies and TV shows they offer, Netflix, Amazon’s Prime video service, and Hulu may seem largely interchangeable. The three streaming video services are all targeted at cord cutters, they all charge around the same amount per month, they all work similarly, and they all offer a mix of movies, […]