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奈飞 Netflix 公司 - 2025 年第三季度收益预览
2025-09-30 02:22
29 September 2025 | 4:05PM EDT Equity Research Netflix Inc. (NFLX) Q3 '25 Earnings Preview NFLX 12m Price Target: $1,300.00 Price: $1,210.61 Upside: 7.4% Ahead of its Q3 2025 earnings report, we preview current industry data and highlight trends in third party data and NFLX's content slate. Since its last earnings report on 7/17, shares are down (5)% (vs. the SPX +5%) reflecting an investor digestion of outsized stock performance from 2023 to 1H 2025 with long-term debates remaining centered on pricing powe ...
Trump threatens fresh tariffs related to furniture, movies
BusinessLine· 2025-09-29 15:23
President Donald Trump said he would levy new tariffs to boost the domestic film and furniture industries through a pair of sweeping, yet confusing, plans.Trump posted on social media Monday that he would be “imposing substantial Tariffs on any Country that does not make its furniture in the United States.” It’s unclear how that would work; companies, not countries, manufacture furniture and the duties are charged on specific imports, not governments.“Details to follow!!” the president wrote. Trump said he ...
特朗普提出新关税计划 涉及电影及家具行业 市场反应平淡
智通财经网· 2025-09-29 14:28
市场对此反应冷淡,截至发稿、奈飞(NFLX.US)涨0.8%,Warner Bros. Discovery(WBD.US)跌0.74%,迪 士尼(DIS.US)涨0.7%。 智通财经APP获悉,周一,美国总统特朗普在社交媒体上宣布,将通过两项广泛但细节模糊的计划,对 进口电影及家具征收新关税,以振兴美国本土相关产业。 目前,特朗普政府尚未回应关于新关税实施细节的置评请求。上周,特朗普已宣布自周三起对软包家具 征收30%关税,并对厨房橱柜和浴室洗手台征收50%进口税。分析人士表示,这些举措虽旨在提振美国 本土制造业,但也为特朗普的关税政策增加了更多不确定性。 特朗普表示,将对"不在美国制造家具的任何国家"征收大额关税,并称此举旨在让已将家具产业拱手让 给其他国家的北卡罗来纳州"再次伟大"。然而,外界质疑该表述的可行性,因为关税通常针对具体进口 商品征收,而非直接针对国家。 此外,特朗普还重申了对"所有在美国以外制作的电影"征收100%关税的威胁,并称美国电影产业正被 外国"掠夺",加州尤为受创,但未披露具体实施细节。分析人士指出,电影制作涉及全球化运作,拍摄 和后期制作往往分布在多个国家,征收标准难以界定。 ...
奈飞股价上涨0.5%,抹去开盘跌幅。
新浪财经· 2025-09-29 14:00
奈飞股价上涨0.5%,抹去开盘跌幅。 来源:滚动播报 ...
特朗普再次威胁对境外制作电影征收100%关税 奈飞(NFLX.US)等媒体巨头下跌
智通财经网· 2025-09-29 13:49
此举引发了法律和贸易分析人士的质疑。一些人认为,电影是一种知识产权,属于全球服务贸易的一部 分,而美国在该领域往往拥有顺差,这引发了人们对关税法律依据的质疑。 据悉,特朗普在5月份也曾发表过类似的声明,因为他认为外国影片对美国电影业构成了"国家安全威 胁"。他还表示这些外国影片不仅将电影制作人吸引到其他市场,还将"信息和宣传"带入美国。 华纳兄弟探索公司、康卡斯特、派拉蒙天舞和Netflix也尚未立即回应置评请求。 今年早些时候,电影公司高管称,由于现代电影的制作、融资、后期制作和视觉效果通常跨越多个国 家,他们对电影关税的执行方式感到"困惑"。 智通财经APP获悉,美国总统特朗普周一再次威胁要对美国境外制作的电影征收100%的关税。特朗普 在社交媒体平台Truth Social上发帖称:"我们的电影制作业已被其他国家从美国偷走,就像偷走婴儿手 中的糖果一样。而加利福尼亚州,由于其州长软弱无能,遭受的打击尤其严重。因此,为了解决这个长 期存在的问题,我将对所有在美国境外制作的电影征收100%的关税。感谢大家对此事的关注。" 此举表明特朗普愿意将贸易保护主义政策延伸至文化产业,这给严重依赖国际票房收入和跨境合拍 ...
Eggo® Turns Breakfast Upside Down with Limited-Edition Stranger Things Strawberry Waffles
Prnewswire· 2025-09-29 13:00
Accessibility StatementSkip Navigation Fans Can Savor the Irresistible Taste of the Brand's First-Ever Naturally-Colored* Strawberry Waffle – The Perfect Way to Fuel Fans as They Rewatch the Iconic Netflix Series Before the Fifth and Final Season *colors from natural sources Eggo Turns Breakfast Upside Down: CHICAGO, Sept. 29, 2025 /PRNewswire/ -- Eggo is bringing breakfast to another dimension with a brand-new waffle inspired by Netflix's Stranger Things. Just in time for the fifth and final season, the br ...
Netflix Lifts Revenue Guidance While Raising Concern Margin Pressure from Higher Content Spend
Yahoo Finance· 2025-09-27 18:16
Netflix, Inc. (NASDAQ:NFLX) is one of the 12 High-Risk High-Reward Growth Stocks to Buy Right Now. After raising the full-year revenue guidance, the company reported anticipating a decline in operating margins in the second half of 2025. Netflix Lifts Revenue Guidance While Raising Concern Margin Pressure from Higher Content Spend Netflix, Inc. (NASDAQ:NFLX) announced sales of $11.08 billion in its Q2 2025 earnings report, a 15.9% year-over-year increase that met analyst expectations. The company also p ...
The Stock Market Is Historically Pricey: Here's Why You Can Trust Netflix to Deliver
Yahoo Finance· 2025-09-27 16:20
Key Points Netflix is delivering solid growth across the board. Its ad-supported tier makes the business more resilient. Most of its revenue comes from outside the U.S. 10 stocks we like better than Netflix › Stocks keep climbing higher. That's good news for investors, but as valuations stretch, it also means the risk of a market bubble forming are also getting higher. The S&P 500 now trades at a price-to-earnings ratio of 28, well above its historical average, and other metrics like the CAPE ra ...
Who’s In The ‘House Of Guinness’ Cast? The Guinness Family Tree Explained
Forbes· 2025-09-27 15:42
House of Guinness Season 1© 2024 Netflix, Inc.Peaky Blinders creator Steven Knight’s new series, House of Guinness, follows one of Europe’s most influential dynasties: the Guinness family. As you watch the show, read on to discover who’s in the House of Guinness Season 1 cast and which characters are based on real-life aristocrats from that era.Set in 19th-century Dublin and New York, the story begins following the death of Sir Benjamin Guinness, the matriarch of the Guinness family and the driving force be ...
Loop Capital Upgrades Netflix, Inc. (NFLX) To Buy, Lifts Price Target
Yahoo Finance· 2025-09-26 14:46
Netflix, Inc. (NASDAQ:NFLX) is among the Renaissance Technologies Portfolio: 10 Biggest Stocks. On September 17, Loop Capital analyst Alan Gould upgraded the stock’s rating to Buy from Hold, and also lifted his price target to $1,350 per share from $1,150. Loop Capital Upgrades Netflix, Inc. (NFLX) To Buy, Lifts Price Target Photo by Souvik Banerjee on Unsplash The revised forecast represents a further 11% upside potential for the stock, which has already gained 37% year-to-date, as of the close of busi ...