Latest news with #NetflixInc
Yahoo
21-05-2025
- Business
- Yahoo
NFLX Stock Downgraded to Neutral by JPMorgan
Earlier yesterday, JPMorgan cut its rating on Netflix Inc (NFLX) to Neutral from Overweight. As reasons for the downgrade, the bank cited the stock's valuation and its belief that the company's defensiveness could become less attractive to investors in the future. Valuation Concerns and Potentially Less Defensive-Minded Investors The valuation of NFLX stock has reached an all-time high, as it's changing hands at a forward price-earnings ratio of 39 and a forward free cash flow-price ratio of 44 times. Given these metrics, JPMorgan thinks that the shares may already reflect possible increases in the firm's 2025 guidance. Further, Netflix Inc (NFLX), which has been seen as a great defensive stock in recent weeks amid worries about tariffs and a potential recession, could become less attractive if these worries fade, according to JPMorgan. JPMorgan Remains Upbeat on Netflix Inc (NFLX)'s Fundamentals Netflix is still one of the top names in streaming, and it can become a global TV content provider, according to the bank. While we acknowledge the potential of NFLX, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than NFLX but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires Disclosure: None. This article is originally published at Insider Monkey 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
21-05-2025
- Business
- Yahoo
NFLX Stock Downgraded to Neutral by JPMorgan
Earlier yesterday, JPMorgan cut its rating on Netflix Inc (NFLX) to Neutral from Overweight. As reasons for the downgrade, the bank cited the stock's valuation and its belief that the company's defensiveness could become less attractive to investors in the future. Valuation Concerns and Potentially Less Defensive-Minded Investors The valuation of NFLX stock has reached an all-time high, as it's changing hands at a forward price-earnings ratio of 39 and a forward free cash flow-price ratio of 44 times. Given these metrics, JPMorgan thinks that the shares may already reflect possible increases in the firm's 2025 guidance. Further, Netflix Inc (NFLX), which has been seen as a great defensive stock in recent weeks amid worries about tariffs and a potential recession, could become less attractive if these worries fade, according to JPMorgan. JPMorgan Remains Upbeat on Netflix Inc (NFLX)'s Fundamentals Netflix is still one of the top names in streaming, and it can become a global TV content provider, according to the bank. While we acknowledge the potential of NFLX, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than NFLX but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires Disclosure: None. This article is originally published at Insider Monkey
Bloomberg
21-05-2025
- Entertainment
- Bloomberg
Not Every Team Deserves a Netflix Sports Documentary
Last season the Boston Red Sox were the picture of mediocrity, finishing 81-81, dead middle of the American League East Division, and failing to make the playoffs. The Red Sox were expected to be meh, and they were. So my expectations for The Clubhouse: A Year With the Red Sox, an eight-episode docuseries released by Netflix Inc. in April, were low. The idea of spending eight hours rehashing their humdrum season sounded like a chore, even for this Sox fan. At first glance, The Clubhouse seemed like another unnecessary sports doc. Since the breakout success of Formula 1: Drive to Survive and The Last Dance, both of which helped fill the void when most live sports were canceled during the early days of the pandemic, programmers have been clamoring for unscripted sports series. At the start of 2019, according to data from Ampere Analysis, sports accounted for 3% of all newly commissioned documentaries, both upcoming and released. So far in the second quarter of this year, that share is 12%.
Asahi Shimbun
15-05-2025
- Entertainment
- Asahi Shimbun
Japanese Netflix to add ‘Grave of the Fireflies,' first Ghibli film
A Studio Ghibli movie is finally coming to a streaming service in Japan, but it's not one of the heartwarming titles most often associated with the studio's image. Netflix Inc. announced on May 15 that 'Grave of the Fireflies" will be available on its platform from July 15 ahead of the 80th anniversary of the end of World War II. The 1988 animated film directed by Isao Takahata depicts a pair of war-displaced siblings struggling to survive in Kobe in the waning days of World War II. Author Akiyuki Nosaka (1930-2015) drew on his experience living through air raids on Kobe during the war to write the novel that would inspire the film that shares its name. "Fireflies" is the first Ghibli movie to make it to a streamer in Japan. SALES AND SOCIAL MEDIA While the studio Takahata was part of produced it, Shinchosha Publishing Co. holds the copyright as the publisher of the book's paperback edition. Netflix began distributing the film in approximately 190 countries and regions outside of Japan on Sept. 16, 2024. It logged a total of 1.5 million views (total watch time divided by the movie's run time) in the first week of its release and ranked seventh globally for non-English-language movies. Among the numerous comments on review sites in English-speaking countries were posts declaring the film was a masterpiece that they never wanted to see again. Others noted how it overlapped with the war-related situations in Ukraine and Gaza. The publisher shared that it received a wave of requests, mainly on social media, to make the film available in Japan as well. In fact, the month "Fireflies" began streaming overseas, Shinchosa said the DVD's domestic sales surged fivefold over the prior month and that this was one of the factors that led to a change in its cautious stance on domestic distribution. The film had previously been aired on Japanese TV, but it has not returned since an April 2018 memorial broadcast shortly after Takahata's death. Other than that, it has only been individually licensed for revival screenings at movie theaters and other venues, according to Shinchosha. 'It is unusual for a film that is over 30 years old to be viewed to this extent,' said Kazutaka Sakamoto, 42, who oversees the content division at the Japanese arm of Netflix. 'I myself had seen it when I was a child, but watching it again now, I feel that it carefully depicts not only the tragedy but also the joy of life,' he said. UNEXPECTED RESONANCE Vietnam is one country where "Fireflies" has gained substantial popularity. Netflix did not disclose the actual number of views, but said the movie ranked eighth during the first week of its release. Shinchosha also shared that, beyond streaming, 200 movie theaters in Vietnam held screenings that attracted more than 84,000 people in one month—an unprecedented figure for an old film. Some believe that memories of the Vietnam War may be the reason for the strong response to the film. Nosaka's original novel was published in 1967, just as the United States was entering the Vietnam War in earnest and the conflict was descending into a quagmire. Vietnamese YouTuber Man Thi Loan, 31, said she has seen the film five times so far. 'I couldn't believe that it was a story from another country,' she said. 'I was surprised at how similar it was to the damage from bombings I used to hear about from my grandparents of the Vietnam War generation.' Loan said she is of a generation that has not experienced war and her grandparents taught her that "war is terrible and peace is the best" while growing up. 'We must look hard at the reality as depicted in (the film) so that we can continue to have peace,' said Loan. Akihiro Yamamoto, an associate professor at the Kobe City University of Foreign Studies who has researched the novel's historical background, points out that viewers' 'war-weary' sentiment overlaps with the feelings that Nosaka put into his work. At the time Nosaka was writing his book, 'Japan's economic growth was accelerating due to special military procurement, while many people were being killed in Vietnam every day,' Yamamoto said. Yamamoto believes that Nosaka, who also wrote about the tragedy of the Vietnam War in an essay, incorporated such contradictions and feelings of war weariness into the novel. The 'realism of war' is depicted in the animated version as well. Moments such as an on-the-ground perspective of air raids and the poor treatment of one protagonist's corpse "probably touched the hearts of the Vietnamese people and made them sympathize," said Yamamoto. Netflix Japan's Sakamoto holds a similar desire as the company has lined up the movie's distribution with the 80th summer since the end of World War II. "I hope this film will provide an opportunity to spread the baton relay of 'memories' among viewers who did not experience the war," he said.
Yahoo
06-05-2025
- Business
- Yahoo
S&P 500 Achieves a Milestone After Two Decades
The S&P 500 Index has been able to recoup all losses suffered due to the Trump administration's tariff-led market mayhem at a lightning speed. On May 2, the broad-market index recorded a nine-day winning streak, for the first time since November 2004. With this, Wall Street's most observed stock index recovered all losses since April 2, when President Donald Trump announced the imposition of reciprocal tariffs. The index is currently around 7% away from its all-time high recorded in February. During the tariff-led April turmoil, at one point, the S&P 500 was down nearly 20% from its all-time high and was on the verge of entering the bear market zone. In addition, the index also posted two consecutive weeks of a winning run. At this stage, we recommend investing in five S&P 500 stocks with a favorable Zacks Rank that have provided more than 20% returns year to date. These are: Netflix Inc. NFLX, Philip Morris International Inc. PM, Newmont Corp. NEM, CenterPoint Energy Inc. CNP and Exelon Corp. EXC. These stocks have strong revenue and earnings growth potential for 2025 and 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 chart below shows the price performance of our five picks year to date. Image Source: Zacks Investment Research 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. The primary reason for positive revenue and earnings estimates revisions by brokerage firms is the strong visibility of NFLX's business. On April 1, Netflix launched its Ad Suite in the United States. The company 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 (ML) 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 3.1% over the last 30 days. Philip Morris has benefited from strong pricing power and an expanding smoke-free product portfolio. PM has been making significant progress with its smoke-free transition, with products like IQOS and ZYN contributing to strong performance. In fact, PM aims to become substantially smoke-free by 2030. Philip Morris is set for another year of robust growth in 2025, driven by increasing demand across all product categories. PM anticipates positive volume growth for the fifth consecutive year, with an expected increase of 2%. Smoke-free products remain a key growth driver, projected to expand by 12-14%, reinforcing PM's strategic shift toward reduced-risk alternatives. Philip Morris has an expected revenue and earnings growth rate of 8.1% and 13.7%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 4.6% over the last 30 days. Newmont is making notable progress with its growth projects. NEM is likely to gain from several projects, including the Tanami expansion. The acquisition of Newcrest also created an industry-leading portfolio and provided opportunities for significant synergies. NEM also remains focused on improving operational efficiency and returning value to shareholders. Newmont has received full funds approval for its Ahafo North project and the project has reached the execution stage. Commercial production for the project is expected to commence in second-half 2025. NEM remains committed to Ghana, investing $950 million to $1,050 million in development capital for Ahafo North. Newmont has an expected revenue and earnings growth rate of 0.1% and 16.7%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 23.4% over the last 30 days. CenterPoint Energy is likely to benefit from increasing electricity demand, backed by rapid electrification of transportation amid rising investments in renewable energy. CNP aims to invest substantially in upgrading its infrastructure. Successful returns from these investments should boost CNP's long-term growth. CNP boasts a solid solvency position. With the rapid electrification of the transportation sector, backed by growing clean energy adoption among industries across the board, the utilization of electric vehicles (EVs) has increased manifold in recent times. To tap the growth benefits of the EV market, CenterPoint Energy has been investing significantly in building a smarter, cleaner and more resilient ecosystem to meet the needs of EV drivers and fleet operators. To this end, CNP has been actively promoting off-road electrification, including electric forklifts and carts. CenterPoint Energy has an expected revenue and earnings growth rate of 3.4% and 8%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 0.1% over the last 60 days. Exelon's investment will strengthen its transmission and distribution infrastructure and help in providing reliable services to customers. EXC's initiatives in grid modernization will improve the resilience of its operations, and revenue decoupling will mitigate the impact of load fluctuation. A stable cash flow allows EXC to pay out regular dividends. The development of data centers will increase demand. Exelon has an expected revenue and earnings growth rate of 4.3% and 6.8%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 0.4% over the last 30 days. 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 Exelon Corporation (EXC) : Free Stock Analysis Report Netflix, Inc. (NFLX) : Free Stock Analysis Report Philip Morris International Inc. (PM) : Free Stock Analysis Report CenterPoint Energy, Inc. (CNP) : Free Stock Analysis Report Newmont Corporation (NEM) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error while retrieving data Sign in to access your portfolio Error while retrieving data
