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The Zacks Analyst Blog Highlights Netflix and Disney
The Zacks Analyst Blog Highlights Netflix and Disney

Yahoo

time2 days ago

  • Business
  • Yahoo

The Zacks Analyst Blog Highlights Netflix and Disney

For Immediate Release Chicago, IL – August 20, 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 and The Walt Disney Co. DIS. Here are highlights from Tuesday's Analyst Blog: Buy 2 Streaming Content Giants Amid Solid Earnings Estimate Revisions Streaming content is an audio or video file on the Internet that can be played without being fully downloaded, significantly reducing wait times for online content, depending on the Internet connection speed. The content creation layer forms the foundation of the streaming ecosystem that typically comprises four categories: film and TV studios, live media producers, game publishers and developers and user-generated content. The push for exclusivity on subscription video-on-demand and music platforms has intensified the content wars, forcing streaming firms to spend exorbitant amounts on content creation. As exclusive content remains a key differentiator with evolving competition from the metaverse and immersive digital storytelling, companies are increasingly vying for market share by offering compelling content libraries, unique features and competitive pricing. Here we recommend two streaming content behemoths that have declared strong earnings results in their last reported quarter. Impressive subscriber additions and solid guidance have resulted in positive estimate revisions. These companies are: Netflix Inc. and The Walt Disney Co. Each of our picks currently carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today's Zacks #1 Rank stocks here. Netflix Zacks Rank #1 Netflix reported second-quarter 2025 adjusted earnings of $7.19 per share, which beat the Zacks Consensus Estimate by 1.7%. The figure jumped 47.3% from the year-ago quarter. Revenues came in slightly above the company guidance at $11.07 billion, increasing 16% year over year, driven primarily by membership growth, higher subscription pricing and increased ad revenues. The figure missed the consensus mark by 0.06%. The second-quarter content slate wrapped up on a high note as Squid Game S3 (122M views) became the company's sixth biggest season of any series in just a few weeks of viewing. On April 1, NFLX launched its Ad Suite in the United States and ramped up this Ad Suite in international markets. The ad-supported offerings will enable management to witness impressive subscribers and ARPU (average revenue per user) growth. Netflix uses 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. AI applications enable NFLX to offer a high-quality streaming service at reduced bandwidths. Solid Guidance NFLX raised its full-year 2025 revenue forecast to $44.8-$45.2 billion from the previous range of $43.5-$44.5 billion. The increase in revenues stems from multiple growth drivers working in tandem. Member growth accelerated toward the end of the second quarter, exceeding internal forecasts, while NFLX's advertising business continues to gain traction with expectations to roughly double ad revenues in 2025. Attractive Estimate Revisions For 2025, the Zacks Consensus Estimate currently shows revenues of $45.03 billion, suggesting an improvement of 15.5% year over year and earnings per share of $26.06, indicating an increase of 31.4% year over year. The Zacks Consensus Estimate for current-year earnings has improved 2.4% over the last 30 days. For 2026, the Zacks Consensus Estimate currently shows revenues of $50.82 billion, suggesting an improvement of 12.8% year over year and earnings per share of $32.16, indicating an increase of 23.4% year over year. The Zacks Consensus Estimate for current-year earnings has improved 3.1% over the last 30 days. The Walt Disney Co. Zacks Rank #2 The Walt Disney reported third-quarter fiscal 2025 adjusted earnings of $1.61 per share, which beat the Zacks Consensus Estimate by 10.3% and increased 15.8% year over year. Revenues rose 2.1% year over year to $23.6 billion but missed the Zacks Consensus Estimate by 0.1%. As of June 28, 2025, Disney+ had 127.8 million paid subscribers compared with 126 million as of March 29, 2025. Domestic Disney+ average monthly revenue per paid subscriber increased 0.4% sequentially to $8.09 as higher advertising revenues were offset by the impact of subscriber mix shifts. International Disney+ (excluding Disney+ Hotstar) average monthly revenue per paid subscriber rose 2% sequentially to $7.67 due to increases in prices and subscriber mix shifts. Hulu SVOD Only average monthly revenue per paid subscriber increased 0.3% sequentially to $12.4, as higher advertising revenues were offset by the impact of subscriber mix shifts. Strong Guidance In the fourth quarter of fiscal 2025, Disney expects total Disney+ and Hulu subscriptions to increase by more than 10 million compared to third-quarter fiscal 2025, with the majority of the rise coming from Hulu as a result of an expanded Charter deal. For Disney+ subscribers specifically, the company anticipates a modest increase compared to third-quarter fiscal 2025 levels. DIS provided comprehensive guidance for fiscal 2025, projecting adjusted earnings per share of $5.85, representing an 18% increase over fiscal 2024. For the Entertainment segment, the company expects Direct-to-Consumer operating income of $1.3 billion and double-digit percentage segment operating income growth overall. The Sports segment is projected to achieve 18% segment operating income growth, while the Experiences segment is expected to deliver 8% segment operating income growth. This guidance reflects DIS' expectations as management continues to execute on its strategic priorities across streaming services, traditional entertainment, sports programming, and theme park experiences, while managing the integration costs and impacts from recent strategic transactions and business expansions. Impressive Estimate Revisions For fiscal 2025 (ending September 2025), the Zacks Consensus Estimate currently shows revenues of $94.91 billion, suggesting an improvement of 3.9% year over year and earnings per share of $5.85, indicating an increase of 17.7% year over year. The Zacks Consensus Estimate for current-year earnings has improved 1.2% over the last 30 days. For fiscal 2026 (ending September 2026), the Zacks Consensus Estimate currently shows revenues of $101 billion, suggesting an improvement of 6.4% year over year and earnings per share of $6.47, indicating an increase of 10.6% year over year. The Zacks Consensus Estimate for current-year earnings has improved 1.9% over the last 30 days. Why Haven't You Looked at Zacks' Top Stocks? 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 This article originally published on Zacks Investment Research ( Zacks Investment Research

'Squid Game Season 3' X reviews: Netizens hail it as the darkest instalment with the most heart-wrenching plot
'Squid Game Season 3' X reviews: Netizens hail it as the darkest instalment with the most heart-wrenching plot

Time of India

time27-06-2025

  • Entertainment
  • Time of India

'Squid Game Season 3' X reviews: Netizens hail it as the darkest instalment with the most heart-wrenching plot

'Squid Game' season 3 has finally been released! Spoiler alert: It's overwhelming. Well, as the netizens start dropping posts on X, they have made it clear that the viewers have been nearly traumatised by the darkest ever season. New season, New heartbreak The third part picks up the storyline from the previous season, where player 456 goes into trouble after leading the rebels. The episodes were released at 12:30 p.m., but the eager fans started their binge-watch session and have been updating about the heartwrenching plot and deaths. Claiming that 'Squid Game' turned the knotch towards the darker aspects, the users were thrilled to watch their favourite characters on the screen, but equally dejected about the sacrifices by the players donning the green jumpsuits. The reactions by the fans on X by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like 2025 Top Trending Local Enterprise Accounting Software [Click Here] Accounting ERP Click Here Undo One user declared, 'just finished squid game. i can't with this f–king show. you will never catch me rewatching this heart wrenching shit ever again.' Another user mourned for their favourite character, and said, 'HYUNJU MY LOVE YOU'LL FOREVER BE MISSED' Embedding the picture of the player 333 (Myung-gi), a third user, blatantly said, 'I HATE YOU I HATE YOU' A fourth user warned, 'They said Season 3 would be darker. But we didn't expect this much blood. Are you ready for heartbreak?' Another user claimed, 'SECOND EPISODE OF SQUID GAME DOES NOT EXIST TO ME' A sixth user added to the similar chain of emotions and stated, 'Squid Game S3 just gave me a new trauma.' A seventh user shared their insights about the plot, and expressed, 'im still mad daeho was reduced to a plot device to show gihun losing his humanity or whatever. he genuinely had sm potential for an interesting arc but they threw it away in 2 episodes' 'Squid Game' season 3 is available on Netflix .

Squid Game: will there be season 4 on Netflix? Explained
Squid Game: will there be season 4 on Netflix? Explained

Scotsman

time27-06-2025

  • Entertainment
  • Scotsman

Squid Game: will there be season 4 on Netflix? Explained

Squid Game fans have been given an update on the show's future 🚨📺 Sign up to our daily newsletter Sign up Thank you for signing up! Did you know with a Digital Subscription to Edinburgh News, you can get unlimited access to the website including our premium content, as well as benefiting from fewer ads, loyalty rewards and much more. Learn More Sorry, there seem to be some issues. Please try again later. Submitting... Squid Game's third season is finally out on Netflix. It arrives just six months after the second series. But will there be more episodes of the show? Squid Game has finally returned for its third season - picking up after the dramatic end to the episodes released over Christmas last year. Viewers are finally able to dive in and binge them all. Player 456 is back and will be continuing his quest to end the titular games for good. The creator of the series has ominously promised there will not be a 'happy ending' to the story. Advertisement Hide Ad Advertisement Hide Ad You might be wondering if more is planned for the show. Here's all you need to know: Will there be a Squid Game season 4? Lee Jung-jae as Seong Gi-hun in Squid Game S3 | No Ju-han/Netflix The show premiered back in 2021 and quickly took the world by storm. After a lengthy wait it finally returned for a second series on Boxing Day 2024 - with the third season arriving today (June 27), just six months later. However it has previously been announced that Squid Game will be concluding with its third and final season. But it might not totally be the end of the world of the show - as a spin-off has been teased. Advertisement Hide Ad Advertisement Hide Ad Hwang Dong-hyuk, creator of the hit series, has floated an idea for exploring the three-year gap that takes place between Squid Game's first two seasons. Speaking to Entertainment Weekly he said: 'I actually had this faint ideation about possibly a spinoff — not a sequel, but maybe a spinoff about the three-year gap between season 1 and season 2 when Gi-hun [Lee Jung-jae] looks around for the recruiters. 'There is that three-year period, and maybe I could have a portrayal of what the recruiters or Captain Park [Oh Dal-su] or officers or masked men were doing in that period, not inside the gaming arena, but their life outside of that. So that is some vague ideation that I have that could possibly be developed in the future." Netflix's spin-off reality show Squid Game: The Challenge, which was released between November and December 2023, will be back in the future. A second season of the show has been announced by the streaming service. Have you got a story you want to share with our readers? You can now send it to us online via YourWorld at . It's free to use and, once checked, your story will appear on our website and, space allowing, in our newspapers.

Squid Game season 3 X review: Fans call finale the most brutal yet, say it's ‘so traumatising yet epic'
Squid Game season 3 X review: Fans call finale the most brutal yet, say it's ‘so traumatising yet epic'

Time of India

time27-06-2025

  • Entertainment
  • Time of India

Squid Game season 3 X review: Fans call finale the most brutal yet, say it's ‘so traumatising yet epic'

Squid Game season 3 X review: The much-awaited third season of Squid Game has landed, and its explosive finale has stunned audiences. What started as another intense chapter in the high-stakes survival saga turned into an emotional whirlwind, with many fans calling it the most brutal moment of the series so far. Flooding X (formerly Twitter), viewers have labeled the ending both 'traumatising' and 'epic,' igniting widespread buzz online. Squid Game season 3 X review Taking to social media, fans have been expressing both satisfaction with the ending and heartbreak over the series coming to a close. Many admitted they weren't prepared for such a brutal conclusion, saying it left them in shock, some even claimed they were 'shivering' because it was that powerful. One wrote, ''SQUID GAME' Season 3 proves to be a haunting, emotionally resonant finale to one of the most compelling survival dramas of this generation.' Another added, 'This season doesn't want you entertained. It wants you disturbed.' A third went on to add, '#SquidGame S3 delivers a heart-wrenching finale! Gi-hun's desperate fight, brutal games like Jump Rope, & a bold, divisive end make it Netflix's finest.' #SquidGame S3 delivers a heart-wrenching finale! 😱 Gi-hun's desperate fight, brutal games like Jump Rope, & a bold, divisive end make it Netflix's finest. Lee Byung-hun's chilling Front Man & Im Si-wan's complex Myung-gi steal the show. 5/5! 💔 #SquidGameSeason3 @squidgame HE'S DONE WITH HER BULLSHIT LMAO#SquidGame #SquidGameSeason3 #SquidGameS3EP1 GIHUN STARING AT DAEHO WHILE HE'S SLEEPING?! STOP THATS SO CREEPY#SquidGame #SquidGameSeason3 #SquidGameSeason3 is is broken, betrayed, and back in the games are darker. The choices this time, survival might not be season doesn't want you entertained. It wants you disturbed. Watch at your own risk on @NetflixIndia… What is Squid Game Season 3 about? Squid Game Season 3 continues in the wake of Season 2's intense cliffhanger, with Gi-hun at his most broken. But the deadly competition doesn't wait for anyone. As he and the remaining players are pushed into even more dangerous and twisted games, they must confront impossible choices, each leading to devastating outcomes. At the same time, In-ho resumes his role as the Front Man to oversee the arrival of the mysterious VIPs, while his brother Jun-ho (Wi Ha-jun) secretly hunts for the island, unaware that betrayal is closer than he thinks. The cast of Squid Game includes Lee Jung-jae, Lee Byung-hun, Yim Si-wan, and Kang Ha-neul and others. You can stream Squid Game now on Netflix.

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