Bloomberg: Bloomberg Daybreak Europe
5/17/2024 5:52am
... formula one has been riding a wave of success in part due to a netflix documentary. valuations are soaring and fans are flocking. ...
Bloomberg: Bloomberg Surveillance
5/16/2024 12:50pm
... sport of all especially when the nfl is doing well at the moment. lisa: they need to capitalize on it, get taylor in and do a special and netflix. jonathan: that's what we like. that annoys a lot of people. there are two can't the don't care and other really do. lisa: ray dalio is a swiftly. ...
Bloomberg: Bloomberg Surveillance
5/16/2024 12:49pm
... you need to watch the nfl games. they are set to stream the season across netflix espn plus, peacock, amazon prime and youtube's sunday ticket. that's your bloomberg brief. jonathan: thank you. we've got many things to say ...
Bloomberg: Bloomberg Surveillance
5/16/2024 12:49pm
... games on christmas day. it's the streaming giants push into sports. the company signed a three-year deal with the league which will see at least one christmas game on netflix in 2025 and 2026. it also adds another platform ...
Bloomberg: Bloomberg Surveillance
5/16/2024 12:49pm
... the senator's defense attorney pushback on claims he took those gold bars and cash and a luxury car from two businessmen in exchange for favors. he told jurors the gold in was given to his wife without the senators knowledge. netflix will be airing to nfl ...
Bloomberg: Bloomberg Surveillance
5/16/2024 10:44am
... more that form you are going to need if you want to watch all the nfl games. as it stands, game set to stream on netflix, espn plus, peacock, amazon prime and youtube's sunday ticket. that is your bloomberg brief. jonathan: coming to a bundle ...
Bloomberg: Bloomberg Surveillance
5/16/2024 10:44am
... future. netflix will be airing to nfl games on christmas day, the latest push for sports for netflix. the company signed a three-year deal with the league but that also gives them at least one christmas day game on netflix in 2025 and 2026 and also adds one ...
Bloomberg: Bloomberg Technology
5/16/2024 3:15am
... ceo of chime. caroline: meanwhile, shining a light on some lucas shaw are reporting. netflix apparently going after some key nfl games around the christmas time. ...
Bloomberg: Bloomberg Markets
5/15/2024 4:32pm
... christmas day. it will be the first time netflix has licensed the rights to one of the world's top premier sports competitions. it is the first time it will air live football. the company will pay less than $150 million per game. netflix roughly flat on the day ...
Bloomberg: Bloomberg Markets
5/15/2024 4:31pm
... in combined market value. both stocks remained below their all-time highs. gamestop falling around 31% and amc down 23%. netflix has exclusive rights to stream two nfl games on ...
Bloomberg: Bloomberg Markets
5/15/2024 2:11pm
... up cash. katie: that was an ugly chart we saw there was going on in netflix and spores. ...
Bloomberg: Bloomberg Surveillance
5/15/2024 12:51pm
... of the bundle. comcast says it will offer a streaming package that will include apple, netflix, and peacock at a vastly reduced price. the new bundle will be called stream saver it looks exactly ...
Bloomberg: Bloomberg Surveillance
5/15/2024 10:36am
... then reintroduce it. but that's why. they don't have that stickiness. it's something like less than a year is the average duration of their subscriber versus four years for netflix. i was thinking why are they doing this. jonathan: this is where the ...
Bloomberg: Bloomberg Surveillance
5/15/2024 10:35am
... starz only has the worst but in terms of their turn, you sign up for free and then cancel it. they've got the lowest duration of subscribers. this is what they are trying to combat by lumping it together with others. annmarie: apple tv+, netflix, ...
Bloomberg: Bloomberg Surveillance
5/15/2024 10:35am
... offer a streaming package which will include apple tv+, netflix and peacock at a vastly reduced price. the new bundle will be officially introduced later this month. lisa: stream saver? ...
Bloomberg: Bloomberg Technology
5/13/2024 3:44pm
... caroline. and explaining that bill hwang was betting on stocks that he believed in, and that's why he was betting so much. some of the earlier bets, like netflix, were hugely profitable for him back in the day, and now when he was thinking about the new to put to work, he was ...
Bloomberg: Bloomberg Surveillance
5/9/2024 12:52pm
... we know we had the verizon bundle where verizon was offering the bundle with max and netflix. you had t-mobile with netflix. there is a revenue share agreement and what these companies are doing is doing ...
Bloomberg: Bloomberg Surveillance
5/9/2024 12:14pm
... cable and had the full package with sport and everything. i pay way more now than i used to. dani: i am sticking to cable and netflix. i can't be bothered. jonathan: the bundle is back in a big way, apparently. we will catch up with mandeep ...
Bloomberg: Bloomberg Surveillance
5/9/2024 12:14pm
... there are plenty of bundles to choose from. jonathan: netflix, prime, paramount for italian football, the list goes on. i pay more now than when i first moved to this country and got ...
Bloomberg: Bloomberg Surveillance
5/9/2024 12:14pm
... i will get max as well? dani: i think verizon has something where you can get max and netflix. your number the thing of everyone teaming up together and offering sports? you thought that you got to just -- that too. _ ...
Bloomberg: Bloomberg Markets
5/8/2024 4:14pm
... not just exclusive to instacart, can you talk about the other partnerships and services you could potentially plug in uber eats like i'm thinking netflix or youtube or tiktok? we are focused on making this ...
Bloomberg: Bloomberg Markets
5/7/2024 4:46pm
... huge. most of those competitors are not there yet outside netflix. so, that will be a significant turning point. at the same time, you are seeing a real weakness in the traditional tv business. the last quarter in particular, ...
Bloomberg: Bloomberg Markets
5/7/2024 4:35pm
... later. i don't see a financial win for anyone unless the business is shutdown enclosed in they write it off and take a huge loss there to sell the content is this to netflix or amazon, but i don't see the private equity play working out. ...
Bloomberg: Bloomberg Markets
5/7/2024 4:33pm
... the best thing that peloton can do at this point is closedown its hardware, go all in on content, try to sell it to amazon or netflix to make it a part of their subscriptions. otherwise, i don't see it existing much longer. they have 8 million -- $800 _ ...
Bloomberg: Bloomberg Technology
4/30/2024 3:36pm
... be worried if netflix, for example, were to purchase paramount global. but ultimately, i think that if people are looking at this for the long run, there has been a lot of litigation around the regulatory constraints out there ...
Bloomberg: Bloomberg Technology
4/30/2024 3:35pm
... how much to use content there with other competing services like netflix. we want that kind of experienced leadership that has been proven. i know that there are some other large streamers out there that could get into the mix. caroline: we are of course with ...
Bloomberg: Bloomberg Technology
4/30/2024 3:12pm
... most well-known traditional media companies. warner bros. discovery, you know ? netflix, even, we have to start thinking about it as a traditional media company, because they only thing they do is entertainment programming. now they are introducing sports. ...
Bloomberg: Bloomberg Technology
4/30/2024 3:09pm
... currently subscribe to this month question mark 93% of viewers intend to leave. that is because people watch shows and stars, not platforms. it's equally applicable to netflix and disney plus and all of them. ...
Bloomberg: Bloomberg Surveillance
4/29/2024 12:24pm
... make sure that they -- they kind of ring that offering that consumers are convinced, so if it is the likes of netflix or amazon offering that alternative app store, then maybe it is a powerful argument to say this is ...
Bloomberg: Bloomberg Surveillance
4/26/2024 10:22am
... i'm wondering what they are going to go after. are we going to see microsoft buying something or will we see them with the situation of netflix acquisition. it's good to be more on the ...
Bloomberg: Bloomberg Markets Asia
4/25/2024 3:48am
... netflix. we will discuss its impact on the media landscape next. this is bloomberg. haslinda: audiences in india can access hollywood movies and shows for just a penny per day. ...
Bloomberg: Leaders with Lacqua
4/25/2024 2:00am
... nearest city, you can see just kind of farmland in every direction. it's incredible that this is the site of the biggest netflix production ever in latin america. ...
Bloomberg: Bloomberg Technology
4/24/2024 3:40pm
... be close to the storytelling. ed: that was netflix's chief content officer. coming up, what the tiktok bill could mean for creators and businesses that use the social media platforms with ltk ...
Bloomberg: Bloomberg Technology
4/24/2024 3:39pm
... worldwide audience. also netflix is doubling down on global ambitions. emily chang sat down with the -- take a listen. _ ...
Bloomberg: Bloomberg Surveillance
4/24/2024 10:45am
... following last months news that visa and mastercard are allowing u.s. merchants to charge consumers extra for using credit cards and retailers say it will save them at least $30 billion over five years. netflix is doubling down on global ambitions. emily chang spoke to the ...
Bloomberg: Bloomberg Technology
4/22/2024 3:43pm
... industries start up in every thing is about growth and the cost of capital is very inexpensive back when netflix started the ball rolling. i think there was very free access to capital and a lot of patience on behalf of investors. as the industries mature and ...
Bloomberg: Bloomberg Technology
4/22/2024 3:43pm
... or netflix, or amazon for that matter. that's been a huge player, as is apple tv+. i do think consolidation is inevitable. that's natural economics 101. ...
Bloomberg: Bloomberg Markets
4/22/2024 2:19pm
... broader market? it depends on the company. netflix, we saw. i think netflix is looking more attractive, albeit valuations are not extremely attractive. ...
Bloomberg: Bloomberg Markets
4/22/2024 2:08pm
... pricing and they like bundles in terms of adding netflix and other services. it was close to half a million, the best in more than a decade for a company, so quite the boost. ...
Bloomberg: Bloomberg Surveillance
4/22/2024 11:47am
... a handful of stocks. we will see earnings come through on those. netflix did better but guidance was poor. we will see what happens with the rest of a handful of stocks but the momentum is not what is driving us anymore. i think that is key when we are ...
Bloomberg: Bloomberg Markets
4/19/2024 4:39pm
... try to figure out a way to move more aggressively into using ai for the advertising technology. something touched on by netflix. that is what we will hear get louder and louder with the likes of amazon talking about the ...
Bloomberg: Bloomberg Markets
4/19/2024 4:37pm
... from clarity, transparency. continuing to see reinforcement at the back end of the year growth guidance, something that netflix is weak on. amazon is well-positioned. certainly levers to pull from the cloud. everyday essentials doing pretty ...
Bloomberg: Bloomberg Markets
4/19/2024 4:36pm
... netflix had unbelievable outperformance versus some of the core metrics but the share price is being punished because the outlook for the rest of the year implies a slowdown in growth and there will be a -- and that will be a key metric. the market will get confidence ...
Bloomberg: Bloomberg Markets
4/19/2024 4:36pm
... pick going into the earnings cycle? ann: i look at what's happening to netflix in the last one he for hours. what does that tell us about the appetite of the market or the messages they are looking for right now? ...
Bloomberg: Bloomberg Markets
4/19/2024 4:32pm
... expectations. it will stop reporting subscriber data and offering weak second-quarter guidance. netflix down nearly 9%. let's talk about what's happening in congress. while the house advanced a long stalled 95 billion dollars aid package for ukraine, israel, ...
Bloomberg: Bloomberg Markets
4/19/2024 4:31pm
... and improved profit outlook. the company is on track to boost its prices for the sixth consecutive year. png down half of 1%. netflix, blockbuster earnings report with subscriber doubling ...
Bloomberg: Bloomberg Technology
4/19/2024 3:16pm
... i just finished watching 'the gentleman,' the adaptation of the guy ritchie film. thought it was good, for what it's worth. content-wise, continuity wise, netflix seems to be ok. why are we not discussing that ...
Bloomberg: Bloomberg Technology
4/19/2024 3:15pm
... netflix that they don't have that many ads. they have more supply of ad units available to sell than they have demand, meaning that the loads are very minimal. like one or two per hour. that is a pretty good deal for consumers, you can pay seven ...
Bloomberg: Bloomberg Technology
4/19/2024 3:14pm
... opaque. netflix has always been about judging them on traditional metrics. what i found interesting is if you look at the 9.3 3 million customers in the first quarter, there is a story behind it. the password crackdown seemed to ...
Bloomberg: Bloomberg Technology
4/19/2024 3:14pm
... other than apple, and i don't ink that netflix is apple, every company with a subscriber driven business reports subscribers because we calculate that value on a per subscriber basis. they are pretty good about ...
Bloomberg: Bloomberg Technology
4/19/2024 3:13pm
... and co., is here with us live. i really enjoyed your note. hello, good morning, happy friday. not so happy, based on netflix share response. i think the anxiety is the idea that they just won't import ...
Bloomberg: Bloomberg Technology
4/19/2024 3:13pm
... into netflix, shares are falling after earnings, but needham upgraded buy from hold. laura martin, over at needham ...
Bloomberg: Bloomberg Technology
4/19/2024 3:08pm
... there. the reaction in the market is being felt in tech right now. coming up, breaking down netflix results with laura martin, who has this idea that netflix is primed for generative ai boost, but there is a lot of concern ...
Bloomberg: Bloomberg Technology
4/19/2024 3:01pm
... with downward pressure. on the board you will see names like tesla and netflix, tesla with a cyber truck recall. netflix had a mega start to the year, but the investor base is spooked by the outlook for the future and how it plans to ...
Bloomberg: Bloomberg Technology
4/19/2024 3:01pm
... on geopolitical concerns when stocks fall back on lowe's and netflix shares flow with plans to stop supporting subscriber numbers. the financial service platform ramp raises an additional amount ...
Bloomberg: Bloomberg Markets
4/19/2024 3:00pm
... on geopolitical concerns when stocks fall back on lowe's and netflix shares flow with plans to stop supporting subscriber numbers. ...
Bloomberg: Bloomberg Markets
4/19/2024 2:02pm
... the core of netflix. they've always been judged by their subscriber success. the market likes transparency and they like these different details and hiding that number from them is obviously going to make it very difficult for ...
Bloomberg: Bloomberg Markets
4/19/2024 2:02pm
... which is still below where we were about a month or two ago. let's turn back to the earnings season. let's turn to netflix, reporting better than earnings last night. however, the stock took a hit after the streamer said it will stop reporting paid quarterly ...
Bloomberg: Bloomberg Markets
4/19/2024 2:00pm
... katie: we are 30 minutes into the u.s. trading day on this friday, april 19. here are the top stories we are following. a mixed bag for media, netflix plunges despite a strong start to the air after delivering a tepid forecast. paramount shares are soaring amid reports that apollo and sony are ...
Bloomberg: Bloomberg Surveillance
4/19/2024 12:34pm
... elsewhere, better-than-expected first-quarter earnings. netflix saying it will start reporting paid quarterly membership and revenue subscriber. the stock has been trading ...
Bloomberg: Bloomberg Surveillance
4/19/2024 11:46am
... netflix says it was self reporting quarterly membership and revenue per subscriber in the first quarter starting in the first quarter of 2025. american express earnings expectations is down 1.6%. revenue jumped in the first ...
Bloomberg: Bloomberg Surveillance
4/19/2024 11:45am
... a whole range of issues and equity futures continue to recover, down about 0.1% on the s&p 500. here is your bloomberg brief. dani: netflix crushed expectations for subscribers and ...
Bloomberg: Bloomberg Surveillance
4/19/2024 11:33am
... it's the guidance going forward and the lack of disclosures which seems to suggest is responsible for a five percentage point move in the premarket. lisa: netflix was up 25% before this so how high is the bar and ...
Bloomberg: Bloomberg Surveillance
4/19/2024 11:33am
... conversation whether is the -- israel has sufficiently demonstrated the capability it wanted to demonstrate with the strikes overnight. check out netflix, falling in the premarket with them adding more than 9 million subscribers in the first quarter so why is the stock down 5%. ...
Bloomberg: Bloomberg Surveillance
4/19/2024 11:09am
... brands. lisa: it is striking, the fact we heard netflix rely on price increases and procter & gamble is on track to boost prices for a 60 year. those are impressive -- for a sixth year. ...
Bloomberg: Bloomberg Surveillance
4/19/2024 10:55am
... came out with a warning about smartphone shales -- about smartphone sales when they talk about ships going down. how high is the bar? netflix performed really well adding subscribers this quarter. ...
Bloomberg: Bloomberg Surveillance
4/19/2024 10:55am
... jonathan: paramount up more than 10% in the premarket. wonderful summary as always. let's get netflix backup. not a great start to tech earnings if you consider that stock a tech name. ...
Bloomberg: Bloomberg Surveillance
4/19/2024 10:54am
... the new mantra in the media model is profitability, is operating income, is free cash flow. netflix is delivering. one way they can do that is deep raising prices and regular cadence. annmarie: can you tell us what ...
Bloomberg: Bloomberg Surveillance
4/19/2024 10:52am
... this new advertising base to cheer, it is a lower-priced tier, that gives them a lot of flexibility to raise prices without having to worry about subscriber churn. you look at the price of a standard plan of netflix, it is ...
Bloomberg: Bloomberg Surveillance
4/19/2024 10:52am
... more value to their subscribers which has dollar signs in my mind about how much i will be paying for netflix. can we expect price increases? geetha: there will absolutely be price increases. the fact that they introduce ...
Bloomberg: Bloomberg Surveillance
4/19/2024 10:51am
... at the operating margins. we are getting to 25% this year, possibly 30% in the next couple of years. that has been the question. can netflix replicate the old media model where companies were earning 30% margins. ...
Bloomberg: Bloomberg Surveillance
4/19/2024 10:51am
... predict this? geetha: with netflix you see a tremendous volatility around earnings. it is hard for them to predict things. this is the right approach for them to take. they have consistently said over ...
Bloomberg: Bloomberg Surveillance
4/19/2024 10:50am
... contribution for month, you just multiply those and you have your netflix model. that is not the way it is going to be. there is nuance to the way the model is working. the company is a mature company. ...
Bloomberg: Bloomberg Surveillance
4/19/2024 10:50am
... it has rankled investors. netflix is a subscriber story and always has been. this has been one of the easiest companies to model out. you have a number of subscribers you have the average revenue ...
Bloomberg: Bloomberg Surveillance
4/19/2024 10:49am
... we will not be silent on members. we will update when we grow and hit certain major milestones. it will not be part of our regular reporting. will continue to report subscribers until q1 next year. jonathan: netflix following in ...
Bloomberg: Bloomberg Surveillance
4/19/2024 10:49am
... street and alley attention starts to turn to big tech on the west coast. netflix new approach. we will report and guide on revenue. net income. eps. free cash flow. ...
Bloomberg: Bloomberg Surveillance
4/19/2024 10:46am
... up next, tech earnings season kicking off. a new approach from netflix. we will not be silent on members as well. we will update when we grow and when we had certain major milestones. it will not be part of our ...
Bloomberg: Bloomberg Surveillance
4/19/2024 10:35am
... moocher? i think netflix has done a fantastic job cracking on passwords but maybe they need to do better. jonathan: let's get you the fed wrap. presidents neel kashkari and williams saying rate cuts may not come this year. ...
Bloomberg: Bloomberg Surveillance
4/19/2024 10:35am
... other ways which means prices are going up. if you read this release it is how many ways can they raise prices on your netflix account, and if you are sharing anyone's account, you can potentially have a problem going forward. this also speaks to how much ...
Bloomberg: Bloomberg Surveillance
4/19/2024 10:08am
... there is a lot of pressure on a handful of stocks. we will see the earnings on those. netflix did better but guidance was poor so that stock is down. we will see what happens with the rest of the stocks. the momentum is not what is ...
Bloomberg: Bloomberg Daybreak Europe
4/19/2024 5:47am
... year since 2020. they added nearly double estimates so let's bring in chloe meli. how did netflix do? chloe meli: by and large, they ...
Bloomberg: Bloomberg Daybreak Europe
4/19/2024 5:47am
... daybreak: europe. let's focus away from geopolitics. let's focus briefly on earnings because netflix shares fell despite the best start to the ...
Bloomberg: Bloomberg Daybreak Europe
4/19/2024 5:46am
... played out. no damage. we keep across the story. plenty more on the earnings front, we break that down with focus on netflix. this is bloomberg. tom: mo cowan back to bloomberg ...
Bloomberg: Bloomberg Daybreak Asia
4/19/2024 0:24am
... for netflix going forward. annabelle: geetha ranganathan, thank you for your time. taking a look at asian chipmakers, we're just under 25 minutes into the session and the ...
Bloomberg: Bloomberg Daybreak Asia
4/19/2024 0:24am
... i think what really rankled investors is the fact netflix is going to stop disclosing any subscriber metrics starting the first quarter of 2025. and that really makes it very hard to map out the growth story ...
Bloomberg: Bloomberg Daybreak Asia
4/19/2024 0:23am
... apollo. just given sony's deep pockets. annabelle: another stock we are attracting is netflix following its earnings. so many positives to take away from the report but investors do ...
Bloomberg: Bloomberg Daybreak Asia
4/19/2024 0:12am
... names on the back of netflix, we saw some very robust numbers. 9.3 3 million customers, the best start of the year since 2020 for netflix, but also saying gaines will slow. ...
Bloomberg: Bloomberg Daybreak Asia
4/19/2024 0:01am
... fed speak and the stronger u.s. eco-data up. let's look at korea coming online to start the day. it is that pitch of weakness. the kospi down 1.2%. netflix, you can see in after hours dropping 5%. ...
Bloomberg: Bloomberg Daybreak Asia
4/19/2024 0:00am
... strong. netflix, you see how high investor expectations are. it will be interesting to see how that plays through some entertainment related stocks. also watching chip stocks in the open with muted commentary, the pullback from tsmc. ...
Bloomberg: Bloomberg Daybreak Australia
4/19/2024 0:00am
... earnings. mixed even when the numbers are strong. netflix, you see how high investor expectations are. it will be interesting to see how that plays through some entertainment related stocks. also watching chip stocks in the ...
Bloomberg: Bloomberg Daybreak Australia
4/18/2024 11:56pm
... for a chip market expansion so that could weigh on some names. sony and apollo talking about a joint bid for paramount. we will be watching for some entertainment and streaming stocks. netflix with the best start to the year since 2020. a muted outlook change when it ...
Bloomberg: Bloomberg Daybreak Australia
4/18/2024 11:43pm
... deliver consistent subscriber growth numbers. as the business continues to mature, there could be challenges in driving growth. they have to continue to execute to stay in front of its peers. annabelle: netflix might be ...
Bloomberg: Bloomberg Daybreak Australia
4/18/2024 11:42pm
... has not scaled to the same degree after the full crackdown on password sharing people wonder exactly what the growth strategy is. let's not forget before these initiatives were launched, netflix had some choppy quarters when it was not able to fully ...
Bloomberg: Bloomberg Daybreak Australia
4/18/2024 11:42pm
... of what happens if perhaps netflix starts to not fire on all cylinders from a content perspective. one of the things we hear time and time again is a lot of these platforms are only as good as their last show or movie, which can be a little tough considering the wealth of the library platforms have. ...
Bloomberg: Bloomberg Daybreak Australia
4/18/2024 11:41pm
... close, disney is hoping to get there this year. but it will take them years even if they reach break to even come close to replicating netflix's margins. netflix can still stand out based on the progress they have made so far. haidi: that is interesting ...
Bloomberg: Bloomberg Daybreak Australia
4/18/2024 11:41pm
... the revenue growth. one of the key aspects of netflix, they are the only streamer in the u.s. which has consistently delivered profitable numbers in a streaming business. this is something none of the competitive set have gotten to appear warner bros. discovery is ...
Bloomberg: Bloomberg Daybreak Australia
4/18/2024 11:41pm
... competitive sets, the disneys, one or brothers, paramounts. no longer having that metric may be changes the way people think about this company. at the same time it is not necessarily bad to be focusing on netflix's operating income in ...
Bloomberg: Bloomberg Daybreak Australia
4/18/2024 11:41pm
... different factors now? jamie: there could be a couple of reasons here. one of the reasons netflix has always differentiated itself on is the pure scale and showcasing every quarter how it has industry-leading number of subscribers compared with ...
Bloomberg: Bloomberg Daybreak Australia
4/18/2024 11:40pm
... disappointment from investors, is that because the narrative is shifting from user member netflix to free cash flow to revenue to margin expansion, and identifying the strengths and weaknesses of this company on ...
Bloomberg: Bloomberg Daybreak Australia
4/18/2024 11:40pm
... we could have this be a growth driver. but of course the question is how long it will take for that to happen. how much has netflix already tried to get these people on board? that part there is uncertainty around. haidi: the fact we are seeing ...