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, 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.
Netflix has attempted to debut a number of new shows in 2026, but one has risen above the rest. That would be I Will Find You, the new Harlan Coben novel adaptation, which has just hit a viewership milestone for Netflix.
A buzzy Bloomberg report citing Netflix data suggests viewers are increasingly abandoning popular shows before the second season. The likely reasons aren't hard to guess: Netflix frequently cancels shows, there's too long a wait in between seasons, and much of Netflix's content is designed for an algorithm instead of for the sake of art.
The latest trading day saw Netflix (NFLX) settling at $76.05, representing a -2.06% change from its previous close.
Netflix's advertising business has become a major growth engine, making management's commentary on ad revenue and advertiser demand especially important. Live sports could boost Netflix ad revenue by attracting premium advertisers and creating stronger pricing power than traditional streaming content.
Netflix operates the largest streaming platform for movies and television shows, with over 325 million members. The company is scheduled to release its operating results for the second quarter of 2026 on July 16.
Netflix (NFLX) is poised to leverage AI as a growth catalyst, not as a content replacement. I see the future of NFLX AI integration as augmenting content creation and user experience, not generating fully AI-driven shows. The investment thesis is shifting from pure subscriber growth to how AI can unlock new growth vectors for NFLX.
Netflix (NASDAQ: NFLX | NFLX Price Prediction) and Walt Disney (NYSE: DIS) just reported quarters showing two opposite business models behind the same word: streaming.
NFLX heads into Q2 earnings with pricing gains, ad growth and higher free cash flow guidance, offset by peak content costs.