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Yahoo
2 days ago
- Business
- Yahoo
Netflix Beat Masks Bigger Problems
Netflix (NASDAQ:NFLX) outperformed Q1 2025 earnings estimates with a 25% surge in earnings per share and near-record levels of operating margins. But under the hood, its free cash flow paints a different picture. Its new shift into advertising, live programming, and gaming could hold long-term potential, but in the near term, it's driving cost increases, squeezing margins, and uncovering weak points in monetization quality. Netflix reported diluted EPS of $6.61, significantly above the $5.68 expectation, with revenue increasing 13% year over year to $10.54 billion. Operating margin was 31.7%, close to all-time best levels, driven by price hikes and stable additions of free cash flow ($2.66 billion) increased at a more subdued clip. A large part of the beat was facilitated by content amortization timing and delayed spending, not cash-driven profit. This differential between accruals and cash has been a chronic trend at Netflix, headline profits leap, but underlying cash dynamics add to the tension. Revenue growth at UCAN slowed to 9% YoY from 15% in Q4 owing to normalization of plan mix and the lack of NFL-related ad spikes. APAC increased by 23%, and LATAM by 8%, but these markets have a correspondingly lower ARPU that constrains contribution to operating income. Content liabilities stand at $21.8 billion, with amortization spiking. Netflix is pre-paying spend into live sports, global content, and unscripted programming, all genres of high variability and uncertain ROI. The vision is obvious, but so too is the cash burn risk building. Source: Shareholder letter Netflix is no longer a subscription business, it's becoming a vertically integrated entertainment platform. The strategy has three pillars: ads, live programming, and interactive content. The new Netflix Ads Suite arrived in April in the U.S. and Canada, with native programmatic capabilities and more sophisticated targeting. Growth into the rest of the EMEA and LATAM regions is in process, aiming to reach double ad revenue by 2025. That said, advertising still contributes a "very small" percentage to income today. The competition is tough: YouTube has scale, Hulu has access to the Disney ecosystem, and Amazon has commerce bundling. The live programming drive is more mature. Netflix's purchase of WWE Monday Night RAW, the impending Taylor versus Serrano rematch, and its NFL Christmas game are driving engagement spikes. Sports streaming is a famously pricey endeavor. Rights are expensive, and payback comes largely from advertising. Netflix's bet is on tentpole moments, not quantity, but that bet has a fixed cost profile. Gaming is still the most speculative area. There are promising titles like Squid Game: Unleashed and Thronglets, but there is minimal monetization and uncertain market fit. The firm has maintained a cautious investment so far, framing it more in the form of optionality than a near-term lever. Source: Shareholder letter Localized content is Netflix's strongest worldwide competitive advantage. Shows like Adolescence (UK) and Counterattack (Mexico) have generated local resonance across over 50 markets. But there are trade-offs that come with international expansion. Reduced pricing, fragmentation of cultures, and increased regulatory restrictions--in Europe and Asia first of allreduce profitability. Netflix is expanding where the margins are thinnest. Netflix's moat, previously framed by scale and ubiquity, is eroding. It now must compete not just with Max and Disney+, but also with YouTube, TikTok, and Amazon Prime, each of which is delivering bundled value or ecosystem benefits. Netflix does not have a second business layer (such as Amazon's retail or Disney's parks), making it that much more subject to content ROI fluctuation. Netflix's valuation today extends far past industry norms and history to market medians, with the market apparently fully factoring in perfect execution. The stock has a P/E of 56.78 and a forward P/E of 47.17, each of which is in the top decile of the industry. Its PEG of 3.57 and price-to-free cash flow of 70.67 are also a reflection of how far-stretched the stock is from its fundamentals. On nearly all forward-looking multiples, EV/EBITDA of 18.88, EV/FCF of 68.64, EV/Revenue of 12.74, Netflix is valued like a capital-expensive media platform instead of a high-margin SaaS business. Its ratio of 2.04 to Price to GF Value suggests that it's trading at over twice its value. The GF Value computed by GuruFocus is $588, whereas Netflix's market cap has been trading around $1,200, which means that it is highly overvalued. Even best-case DCF estimates of $661 and modeled FCF estimates of $739 place the stock 3050% above intrinsic value. At the same time, recent Guru activity is characterized by net selling. Baillie Gifford (Trades, Portfolio) (-9.86%), PRIMECAP, Frank Sands (Trades, Portfolio), Philippe Laffont (Trades, Portfolio), and Ken Fisher (Trades, Portfolio) (-54.45%) are just a few of the notable managers that trimmed holdings through March 31, 2025. While small purchases by Jeremy Grantham (Trades, Portfolio) and Ray Dalio (Trades, Portfolio) were offset by pervasive decreases among institutional owners, the 3-year trend reveals a clear net of selling, even through the stock rose, a possible red flag. Netflix is no longer the sole bidder for the attention economy. It competes now with YouTube for short-form and creator-driven content, TikTok for younger audiences, as well as with Apple and Amazon for bundle benefits. Even within SVOD, Disney+ and Max are consolidating, providing sports, lifestyle, and entertainment bundles that concentrate spending by consumers on fewer platforms. Netflix's greatest challenge is not competition, it's that its foundational advantage of scale of content is being eroded by content fatigue. More is not always better, and not all hits translate. But bundlers like Amazon subsidize with commerce, and Disney has a park and merchandising ecosystem. Netflix doesn't have such adjacent business ecosystems, so it is more vulnerable to a shift in content ROIC. The firm is further confronted by mounting political headwinds. With its viewership spread across more than two-thirds of its customers outside of the U.S., Netflix must now contend with international regulation, content quotas, and increasing digital nationalism. These threats do not necessarily manifest themselves on earnings for several quarters, but could ultimately limit its monetization potential or create regulatory drag on the margin. Source: Nielsen Netflix is implementing an ambitious shift, becoming a complete-stack entertainment company across content, advertising, live, and interactive. But whereas its strategic plan makes sense, its valuation is predicated on execution excellence across all vectors, margin growth, scaling monetization, as well as continued subscriber growth. The vision of future Netflix would actually materialize, but at the current price, the market is already paying for it all. Investors would do well to watch out for monetization conversion from ads as well as live content, margin control through H2 2025, as well as compounding of FCF, as valuation based on beliefs doesn't take surprises generally. This article first appeared on GuruFocus. 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Yahoo
3 days ago
- Business
- Yahoo
Should You Hold on to WBD Stock Despite its 5% Dip in YTD?
Warner Bros. Discovery WBD shares have lost 5% year to date, significantly underperforming the Zacks Consumer Discretionary sector's 25.1% growth and entertainment peers like Disney DIS, Paramount Global PARA and Netflix's NFLX return of 0.6%, 16.4% and 32.9%, respectively. This underperformance reflects investor concerns about the company's transformation amid a challenging media landscape, despite notable operational improvements in the first quarter of 2025. WBD's streaming business delivered encouraging results in the first quarter, adding 5.3 million subscribers to reach 122.3 million globally. The segment generated $339 million in adjusted EBITDA, positioning the company firmly on track to achieve at least $1.3 billion in streaming EBITDA for 2025. Max's content strategy continues resonating with audiences, evidenced by The White Lotus season three averaging more than 25 million global viewers per episode and The Pitt's successful debut with 12 million worldwide viewers across 15 episodes. Recent announcements highlight continued momentum, with The Last of Us attracting more than 90 million global viewers since season one concluded. The Studios segment showed resilience despite a lighter theatrical slate, with first-quarter adjusted EBITDA increasing 63% year over year to $259 million. A Minecraft Movie's success, grossing nearly $900 million globally, and Sinners' strong commercial and critical reception demonstrate the studio's content capabilities. However, the Global Linear Networks segment continues facing headwinds, with revenues declining 6% year over year due to continued cord-cutting pressures and domestic advertising challenges. Warner Bros. Discovery, Inc. price-consensus-chart | Warner Bros. Discovery, Inc. Quote WBD's robust content pipeline supports medium-term growth prospects. The highly anticipated Superman film will arrive on July 11, following strong trailer reception with more than 250 million views. Warner Bros. Television secured multiple renewals and new orders, including The Pitt season two and continued success with Abbott Elementary and The Voice. The upcoming Harry Potter series, scheduled for early 2027, represents a significant franchise opportunity for Max's subscriber product launches, including the Extra Member Add-On feature and Profile Transfer capabilities for Max, address password sharing while providing revenue upside. The WBD Storyverse advertising initiative and new solutions like NEO and DemoDirect aim to enhance advertiser value propositions amid challenging linear advertising markets. The company maintained its 3.8x net leverage ratio while repaying $2.2 billion in debt during the first quarter. With $4.0 billion cash on hand and $38.0 billion gross debt, WBD continues targeting 2.5-3x gross leverage. Free cash flow of $302 million in the first quarter, typically the seasonally weakest quarter, demonstrates improving cash generation capabilities. However, the elevated debt burden remains a concern for investors seeking growth acceleration. WBD merits a Hold rating despite the YTD decline. While streaming momentum and content quality improvements are encouraging, the company faces continued linear television headwinds and elevated leverage constraints. The stock's underperformance creates potential value opportunities, but investors should await clearer evidence of sustainable streaming profitability growth and debt reduction progress. The Zacks Consensus Estimate for WBD's 2025 revenues is pegged at $37.8 billion, indicating a decline of 3.88% on a year-over-year basis. The consensus mark is pegged at a loss of 16 cents per share, narrower than the loss of $4.62 in the year-ago the Zacks Earnings Calendar to stay ahead of market-making shareholders should maintain positions, while prospective investors might consider waiting for a more attractive entry point below current levels before initiating positions. WBD carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Netflix, Inc. (NFLX) : Free Stock Analysis Report The Walt Disney Company (DIS) : Free Stock Analysis Report Warner Bros. Discovery, Inc. (WBD) : Free Stock Analysis Report Paramount Global (PARA) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data


CNBC
3 days ago
- Business
- CNBC
Evercore ISI hikes Netflix price target, says stock can march to new heights thanks to live events
Netflix can continue to march higher even as the stock already trades at record levels, according to Evercore ISI. Analyst Mark Mahaney maintained his outperform rating on the streaming giant and raised his price target by $200 to $1,350, which suggests nearly 14% potential upside ahead. Shares hit an all-time high this week, bringing their year-to-date gains to nearly 32%. Mahaney's bullish sentiment on Netflix comes after Evercore ISI ran its 54th quarterly U.S. survey and 15th annual UK survey, which received roughly 1,300 respondents in each market. From the survey results, Mahaney observed live events to be a key driver for Netflix. A record high of 53% of U.S. respondents said they have watched live events on Netflix, and 50% said they would be likelier to keep their subscription if more live events were included. "Increasing adoption and attraction of Live Events is providing early evidence of 'Bundle Power,'" Mahaney wrote in a Thursday note to clients. "Remember how much you paid for your cable bundle? We don't either, but we guarantee it was a lot more than the $24.99 Netflix currently offers for its Premium Plan. And as Netflix continues to enlarge its content offering – adding in Live Events for e.g. – its ability to raise prices will increase." NFLX 1Y mountain Netflix stock performance. Mahaney added that the survey results pointed to greater satisfaction levels from Netflix subscribers, and flat viewing trends for the second quarter while other streaming peers saw modest decline. Netflix was also a favorite for its content among the respondents. It ranked the best in terms of content quality according to more than 40% of U.S. respondents and 67% of UK respondents, keeping its competitive leadership over Amazon Prime Video and Disney's Hulu, Mahaney noted. Netflix's bet on live events has so far paid off. The company added a record 19 million subscribers globally in the fourth quarter, aided by its streaming of a highly-anticipated boxing match between Jake Paul and Mike Tyson —which became the most-streamed sporting event in history — as well as two NFL games on Christmas Day. Netflix boasted strong revenue growth during the first quarter of 2025, even after hiking its subscription prices for its three plans. The company is targeting a $1 trillion market capitalization and doubling its revenue by 2030. Evercore ISI is one of several Wall Street firms that remain bullish on the stock. Of the 55 analysts covering Netflix, 37 rate it a strong buy or buy, according to LSEG.
Yahoo
4 days ago
- Business
- Yahoo
5 Discretionary Stocks to Buy on Solid Rebound in Consumer Confidence
U.S. consumers have regained some of their faith in the nation's economy over the past month, or since the United States and China announced a trade truce and temporarily halted tariffs. Markets have since rebounded sharply and consumers are a lot more confident now. Although trade anxiety persists, the situation has improved a lot from the lows seen in March and early April. This saw consumer confidence rebounding sharply in May. Given this positive sentiment, it would be ideal to invest in consumer discretionary stocks such as Netflix, Inc. NFLX, JAKKS Pacific, Inc. JAKK, Kontoor Brands, Inc. KTB, Fox Corporation FOX and Charter Communications, Inc. CHTR. These stocks have seen positive earnings estimate revisions in the last 60 days. Each of our picks carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. The Conference Board said on Tuesday that consumer confidence jumped to 98 in May, up 12.3 points from April and sharply above the consensus estimate of a rise to 87. The jump comes after five straight months of decline. Also, the present situation index climbed 4.8 points month over month to 135.9. The expectations index surged to 72.8 in May, up 17.4 points sequentially. Also, 44% of investors now believe that stocks will be higher over the next 12 years, increasing 6.4% from April. The labor market outlook also improved, with 19.2% expecting more job availability in the next six months. The Conference Board said that most of the positive sentiment came after trade tensions between the United States and China eased. Consumers and investors grew concerned about the future of the economy as Trump's sweeping tariffs on the trading partners of the United States escalated trade war fears. However, the Trump administration has since paused tariffs on most countries and has reached deals with some of the trading partners. Consumer sentiment got a further boost on Wednesday after a federal trade court ruled that Trump's tariffs are 'illegal' and blocked them. Wednesday's ruling could further boost consumers' confidence. Also, markets are pricing two 25 basis point rate cuts starting September this year as inflation has been showing signs of cooling. Netflix, Inc. is considered a pioneer in the streaming space. NFLX has been spending aggressively on building its portfolio of original shows. This is helping Netflix sustain its leading position despite the launch of new services like Disney+ and Apple TV+, as well as existing services like Amazon Prime Video. Netflix's expected earnings growth rate for the current year is 27.7%. The Zacks Consensus Estimate for current-year earnings has improved 3% over the past 60 days. NFLX currently carries a Zacks Rank #2. JAKKS Pacific, Inc. is a multi-brand company that has been designing and marketing a broad range of toys and consumer products since 1995. JAKK not only develops its proprietary brands and marks but also uses licensing trademarks to access a far greater range of marks. Moreover, JAKKS Pacific licenses technology developed by unaffiliated inventors and product developers to enhance the design and functionality of its products. JAKKS Pacific'sexpected earnings growth rate for the current year is 12.7%. The Zacks Consensus Estimate for current-year earnings has improved 3.1% over the past 60 days. JAKK currently sports a Zacks Rank #1. Kontoor Brands, Inc. is an apparel company. KTB designs, manufactures and distributes products. KTB'sbrand consists of Wrangler, Lee and Rock & Republic. Kontoor Brands Inc. is based in Greensboro. Kontoor Brands' expected earnings growth rate for the current year is 9.6%. The Zacks Consensus Estimate for current-year earnings has improved 2.9% over the past 60 days. KTB currently carries a Zacks Rank #2. Fox Corporation produces and distributes news, sports and entertainment content. FOX's brand includes FOX News, FOX Sports, the FOX Network, the FOX Television Stations and sports cable networks FS1, FS2, Fox Deportes and Big Ten Network. Fox Corporation's expected earnings growth rate for the current year is 32.36%. The Zacks Consensus Estimate for the current-year earnings has improved 2% over the past 60 days. FOX presently carries a Zacks Rank #1. Charter Communications, Inc. is the second-largest cable operator in the United States and a leading broadband communications company providing video, Internet and voice services. CHTR served approximately 30.1 million customers in 41 states through its Spectrum brand as of Dec. 31, 2024. Charter Communications' expected earnings growth rate for the current year is 13.2%. The Zacks Consensus Estimate for the current-year earnings has improved 4.5% over the past 60 days. CHTR presently has a Zacks Rank #2. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Netflix, Inc. (NFLX) : Free Stock Analysis Report JAKKS Pacific, Inc. (JAKK) : Free Stock Analysis Report Charter Communications, Inc. (CHTR) : Free Stock Analysis Report Fox Corporation (FOX) : Free Stock Analysis Report Kontoor Brands, Inc. (KTB) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
4 days ago
- Business
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The Zacks Analyst Blog Highlights Netflix, Disney, Charter Communications, Roku and Roblox
Chicago, IL – May 29, 2025 – announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Netflix Inc. NFLX, The Walt Disney Co. DIS, Charter Communications Inc. CHTR, Roku Inc. ROKU and Roblox Corp. RBLX. On May 27, the Conference Board reported that the U.S. Consumer Confidence Index has rebounded this month after five consecutive months of decline. The final reading for May came in at 98, significantly above the Zacks Consensus Estimate of 86. The metric for April was revised marginally downward to 85.7 from 86 reported earlier. May's consumer optimism was primarily driven by expectations of a U.S.-China trade deal, the delay by the Trump administration to impose 50% tariffs on the European Union and the ongoing negotiations related to tariff and trade policies with several other major trading partners of the United States. At this stage, investment in consumer discretionary stocks should be fruitful. Five such stocks with a favorable Zacks Rank are: Netflix Inc., The Walt Disney Co., Charter Communications Inc., Roku Inc. and Roblox Corp. Each of our picks carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. The Present Situation Index—based on consumers' assessment of current business and labor market conditions — rose to 135.9 in May from 131.1 in April. The Expectations Index — based on consumers' short-term outlook for income, business, and labor market conditions — climbed to 72.8 in May from 55.4 in April. However, this sub-index remained below the threshold of 80, which typically signals a recession ahead. In May, 44% of respondents expect stocks to be higher over the next 12 months, compared with 37.6% in April. With respect to the labor market, 19.2% of respondents expect more jobs to be available in the next six months compared with 13.9% in April. Netflix Netflix handsomely beat the Zacks Consensus Estimate for bottom line while the top line was mostly in line with the consensus mark in first-quarter 2025. Despite trade and tariff-related doldrums, NFLX seems to have maintained healthy engagement levels. NFLX reaffirmed its 2025 guidance irrespective of the possibility of a near-term recession. On April 1, Netflix launched its Ad Suite in the United States. NFLX will ramp up this Ad Suite in international markets in the ensuing second quarter. The ad-supported offerings will enable management to witness impressive subscribers and ARPU (average revenue per user) growth. Netflix's policies of offering an ad-supported lower-priced tier, abolishing password sharing and effective price increase, should help it to become a defensive play ahead of a possible economic downturn. Furthermore, Netflix uses artificial intelligence (AI), data science and machine language extensively to provide consumers with more appropriate and intuitive suggestions. Netflix's AI platform takes into account an individual's viewing habits and hobbies and accordingly provides recommendations. NFLX's AI model compiles subscriber information and recommends content based on their preferences, which can be customized by end users. AI applications enable NFLX to offer a high-quality streaming service at reduced bandwidths. Netflix has an expected revenue and earnings growth rate of 14% and 27.7%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 3% over the last 60 days. Walt Disney The Walt Disney Co. reported steady second-quarter fiscal 2025 results wherein revenues and earnings increased year-over-year. Domestic Parks & Experiences saw growth at domestic parks, Disney Vacation Club and Disney Cruise Line, partially offset by the decline at international locations including Shanghai Disney Resort and Hong Kong Disneyland Resort. In Entertainment, DIS expects double-digit percentage operating income growth in fiscal 2025. ESPN continues to reinforce its position as a sports-dominant platform, with the second quarter delivering its most-watched primetime ever and 32% viewership growth in the key 18-49 demographic. DIS has successfully transformed its streaming business from a loss-leader to a profitable growth engine. After reporting its first-ever Direct-to-Consumer (DTC) operating profit in fiscal year 2024, the momentum has accelerated in fiscal year 2025 with second-quarter DTC operating income reaching $336 million. The Walt Disney Co. has an expected revenue and earnings growth rate of 3.8% and 15.1%, respectively, for the current year (ending September 2025). The Zacks Consensus Estimate for current-year earnings has improved 4.6% in the last 30 days. Charter Communications Charter Communications' first-quarter performance benefited from continued growth in mobile service revenues, which surged 33.5% year over year, adding 514K new mobile lines. CHTR's Internet revenues grew 1.8%, driven by promotional rate step-ups and rate adjustments. Spectrum Mobile's competitive pricing & expanded 5G coverage remain the key growth drivers. In March 2025, Spectrum Mobile launched satellite-based services through a collaboration with Skylo, a non-terrestrial network service provider. CHTR's Spectrum One continues to win market share with its differentiated offerings like Mobile Speed Boost and Spectrum Mobile Network, each of which runs on its advanced Spectrum WiFi. Spectrum WiFi provides unlimited Internet access to residential customers even when they are outdoors. It will also help CHTR fend off competition. Charter Communications has an expected revenue and earnings growth rate of 0.3% and 13.2%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 5.1% in the last 30 days. Roku Roku benefits from increased user engagement on The Roku Channel and the popularity of the Roku TV program. The Roku OS is the #1 selling TV OS in the United States, with TV unit sales greater than the next two TV operating systems combined. The Roku Channel reached U.S. households with approximately 145 million people and remained the #3 app on its platform by both reach and engagement, with streaming hours up 82% year over year. More than 80% of streaming hours on The Roku Channel originates from the Roku Experience. Roku continued to expand penetration in the United States, surpassing half of the broadband households. Roku has an expected revenue and earnings growth rate of 10.5% and 80.9%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 39.3% in the last 30 days. Roblox Roblox develops and operates an online entertainment platform. RBLX offers Roblox Client, an application that allows users to explore 3D digital worlds; and Roblox Studio, a toolset that allows developers and creators to build, publish and operate 3D experiences and other content. RBLX also provides Roblox Cloud, a solution that provides services and infrastructure to power the human co-experience platform. Roblox has an expected revenue and earnings growth rate of 22.5% and 2.1%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 4.1% in the last 30 days. Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Zacks Investment Research 800-767-3771 ext. 9339 support@ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Netflix, Inc. (NFLX) : Free Stock Analysis Report The Walt Disney Company (DIS) : Free Stock Analysis Report Charter Communications, Inc. (CHTR) : Free Stock Analysis Report Roku, Inc. (ROKU) : Free Stock Analysis Report Roblox Corporation (RBLX) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data