Gewinn- und Verlustrechnung von Netflix, Inc.

Netflix reports second-quarter results on July 16, with the stock about 42% below its high. Revenue grew 16% last quarter, and the advertising business is on track to double this year.

Netflix, Disney and Alphabet's YouTube are all interested in challenging Fox for the U.S. broadcast rights to the 2030 and 2034 World Cup, according to people familiar with the matter. Media executives are budgeting between $1.5 billion and $2 billion for each tournament, the people said.

iHeartMedia (NASDAQ:IHRT)'s second-quarter results are expected to come in largely in line with company guidance, Bank of America said in a note that highlighted an expanding partnership with Netflix as a bright spot for the audio company. BofA maintained its second-quarter revenue estimate of $965 million, up 3% year-over-year, and kept its adjusted EBITDA forecast at $150 million, roughly matching company guidance.

Netflix is adding short shows from publishers like Condé Nast to further diversify its content mix. Streamers have invested in snackable content to imitate YouTube.

Netflix didn't end up acquiring Warner Bros. earlier this year, but there may be another great opportunity for it to consider now that Comcast is breaking up.

Walt Disney currently generates higher total revenue, while Netflix displays a more consistent upward growth pattern. Over the last eight quarters, Netflix experienced steady quarter-over-quarter increases, whereas Walt Disney saw more volatile quarter-over-quarter revenue fluctuations.

Netflix, Inc. will release its Q2 on Thursday, July 16. Ahead of the release, shares in the streaming giant are down over 7% in the past month and nearly 20% since my last update. I still believe subscriber count and growth remains the primary metrics in assessing the forward outlook.

Netflix is again experimenting with new types of content on its streaming service, as the binge model has grown dated. After expanding its service to include live content, video games, and, more recently, video podcasts, the streamer is now adding video content from publishers such as BuzzFeed Studios, Condé Nast, Hearst Magazines, People Inc., Tastemade, and various Penske Media PMX brands, like Variety, THR, Billboard, Eater, Rolling Stone, and Indiewire.

Markets have become more volatile as investors debate whether big tech companies are getting enough return on their AI spending. The S&P 500 momentum index has outperformed the wider market by more than 70% since 2024, close to levels seen during the 1990s dot-com era.

The blue-chip index is racing ahead another +170 points in pre-market trading so far today, adding to its all-time closing high Monday.