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NETFLIX INC

Netflix

Netflix's relatively simple business model involves only one business, its streaming service. It has the biggest television entertainment subscriber base in both the United States and the collective international market, with more than 300 million subscribers globally. Netflix has exposure to nearly the entire global population outside of China. The firm has traditionally avoided a regular slate of live programming or sports content, instead focusing on on-demand access to episodic television, movies, and documentaries. The firm introduced ad-supported subscription plans in 2022, giving the firm exposure to the advertising market in addition to the subscription fees that have historically accounted for nearly all its revenue.

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Una señal de flujo de energía en Netflix apunta a un posible impulso alcista tras actividad institucional destacada.

Acciones de Netflix reciben una señal alcista tras flujo de energía institucional

Pre-Market Outlook

IBKR

American Express, Netflix, 3M y más compañías reportan resultados clave mientras suben los futuros de EE.UU. este viernes.

Acciones en foco este viernes: American Express, Netflix, 3M, Interactive Brokers y Schlumberger

Pepsi,Can,Black,Background,Isolated.,Toronto,,Canada,-,July,6,

PepsiCo, Netflix y GE destacan hoy en Wall Street tras publicar resultados trimestrales. Conoce los movimientos clave del mercado.

Acciones a seguir este jueves en Wall Street: PepsiCo, Netflix, GE y más

Netflix Inc

Netflix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) has begun using generative AI video tools from startup <a href="https://www.benzinga.com/news/25/04/44741319/runway-ai-secures-300m-from-nvidia-and-fidelity-to-revolutionize-film-with-gen-4-model-and-studio-deals-raising-its-valuation-to-3b">Runway AI</a> to accelerate production and reduce visual effects costs in original content,<a href="https://www.bloomberg.com/news/articles/2025-07-21/netflix-is-using-startup-runway-ai-s-video-tools-for-production"> Bloomberg</a> reports.
According to Bloomberg, the New York-based startup has raised $545 million in funding and was most recently valued at over $3 billion.
<h2 class="wp-block-heading">Runway's AI Video Tech Draws Netflix, Lionsgate, AMC, and Disney Into Its Orbit</h2>
Netflix co-CEO Ted Sarandos confirmed that AI is now integrated into its content production workflow, helping to generate special effects more efficiently than traditional methods allow. On an <a href="https://s22.q4cdn.com/959853165/files/doc_financials/2025/q2/Netflix-Inc-_Earnings-Call_Transcript.pdf">earnings call</a> on July 17, Sarandos cited speed and cost benefits of producing visual effects, including scenes in "El Eternaut," a new Argentinian drama on the platform.
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While Runway&#8217;s tools were not used for the &#8220;El Eternaut&#8221; scenes, Bloomberg says that sources close to the matter confirmed Netflix is actively experimenting with the startup's software for ongoing projects.
The growing interest in Runway&#8217;s generative video technology isn't limited to Netflix, Bloomberg says. Lionsgate (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LION#NYSE">LION</a>) has inked a deal with the company to train an AI model using its library of proprietary content for future film applications.
Bloomberg reports that <a href="https://www.benzinga.com/general/travel/25/05/45260938/disneys-new-abu-dhabi-theme-park-will-be-authentically-disney-and-distinctly-emirati-ceo-bob-iger-says">Disney</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) has tested Runway's AI tools and held exploratory talks with the startup, although it has not committed to full-scale adoption, according to statements from Disney&nbsp; spokespeople.
AMC Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMCX#NASDAQ">AMCX</a>) is also collaborating with Runway AI to visualize upcoming shows and create marketing assets before filming begins, <a href="https://runwayml.com/news/runway-amc-partnership">according</a> to Runway AI.
Trending: Accredited Investors: Grab Pre-IPO Shares of the AI Company Powering Hasbro, Sephora &amp; MGM—<a href="https://www.benzinga.com/money/rad-intel">Just $0.63 Before NASDAQ Launch</a>
"As we explore the transformative potential of AI across our business, we see powerful opportunities to enhance both how we market and how we create," Stephanie Mitchko,&nbsp; executive vice president of global media operations and technology at AMC Networks, said in a statement.
<h2 class="wp-block-heading">AI VFX Tools Like Runway's Gen-4 and Act-Two Are Reshaping Studio Workflows</h2>
Runway's latest release, an AI motion capture model named Act-Two, works with its Gen-4 system to map human movements onto animated characters with unprecedented precision and affordability. According to Bloomberg, traditional motion capture workflows can be costly and time-intensive, while Runway's tools offer near-instant results.
The startup first gained traction in 2023 after launching a model capable of turning text prompts into short video clips, spurring widespread interest in the intersection of AI and filmmaking, Bloomberg says.
Runway's generative video tools are already being deployed across multiple entertainment formats. According to<a href="https://www.bloomberg.com/news/articles/2025-04-03/ai-video-startup-runway-valued-at-3-billion-in-funding-round"> Bloomberg</a>, the software was used to generate scenes in Amazon's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) hit series &#8220;House of David&#8221; and to create visuals for Madonna's concert tour and a commercial for Puma.
See Also: Warren Buffett once said, "If you don't find a way to make money while you sleep, you will work until you die."<a href="https://www.benzinga.com/money/warren-buffet-make-money-when-you-sleep"> Here&#8217;s how you can earn passive income with just $10.</a>
Lionsgate also confirmed it struck a deal with Runway to train a proprietary AI model on the studio's intellectual property to reduce production costs and accelerate content development,<a href="https://www.bloomberg.com/news/newsletters/2025-06-22/inside-disney-s-campaign-to-protect-darth-vader-from-ai"> Bloomberg</a> reports. "The goal is you're making higher quality content for lower prices," Lionsgate Vice Chairman Michael Burns said at Runway's AI Film Festival in Santa Monica, California, in June.
<h2 class="wp-block-heading">Generative AI Startups Face Competition, But Runway Leads Hollywood's Adoption Curve</h2>
Runway is competing with giants like OpenAI and Google in the generative video space, but has more traction than most AI startups in Hollywood's production pipeline. According to Bloomberg, OpenAI's Sora product has yet to secure a formal partnership, despite months of talks with major studios including Disney.
Runway's early traction highlights how AI is increasingly reshaping production strategies across the entertainment industry.
Read Next: Can you guess how many retire with a $5,000,000 nest egg? <a href="https://www.benzinga.com/money/5mil-nest-egg-adv">The percentage may shock you</a>.
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AMZN

LION

Netflix And Disney Quietly Use $545M-Backed Runway For AI Video — And It's Raising Big Questions In Hollywood

One of the biggest hurdles that streaming services face in their efforts to maintain profitability is retaining customers, <a href="https://www.cnbc.com/2025/07/18/kids-content-streaming-companies-chase-profits.html">CNBC</a> reports. In an effort to offset the cash losses that come with subscriber loss, services have employed a number of different strategies, from upping advertising opportunities to putting out better content.&nbsp;
Recently, they've discovered a better, more sustainable solution: children's programming.
"Kids' content drives a huge amount of engagement because kids watch it over and over and over and over. They never tire of it," said Kevin Mayer, co-CEO of Candle Media. Candle Media owns Moonbug, which distributes popular series like "CoComelon" and "Blippi."
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The data backs this up. Nielsen Senior Vice President of Product Strategy and Thought Leadership Brian Fuhrer told CNBC that when there was only one season of "CoComelon," kids would watch the same episode over and over. Additionally, Disney+'s "Bluey," which has 154 episodes, had been streamed&nbsp; 25 billion minutes as of July 14, according to a Nielsen <a href="https://www.nielsen.com/news-center/2025/bluey-and-squid-game-top-nielsens-streaming-charts-in-first-half-of-2025/">report</a>.&nbsp;
Netflix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), which acquired the rights to past seasons and new episodes of "Sesame Street" and "Peppa Pig"&nbsp; in May, has <a href="https://about.netflix.com/en/news/netflix-welcomes-sesame-street-and-the-world-of-peppa-pig">reported</a> that kids and family content represents 15% of its total viewing.
However, many streaming services are learning that having this content on their platforms isn't enough.&nbsp;
"If you're not on YouTube, it's like you don't exist for kids," Maverix Insights co-founder Alexia Raven said. "That's where the eyeballs are."
Trending: Accredited Investors: Grab Pre-IPO Shares of the AI Company Powering Hasbro, Sephora &amp; MGM—<a href="https://www.benzinga.com/money/rad-intel">Just $0.63 Before NASDAQ Launch</a>
Andy Heyward, CEO of Kartoon Studios (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOON#NYSE">TOON</a>), agrees. "I would say YouTube is part of everybody's media strategy. More kids are consuming YouTube than anything else. But there's so much stuff on there that you have to be very, very unique to rise above."&nbsp;
Many streaming services are now working in tandem with YouTube, curating channels with clips from specific series and even creating shows exclusively for the platform.
"I think we certainly know that some partners think of YouTube as the engine of discoverability. They want to make sure they're meeting users where they are, and so they are on YouTube as a way of connecting with audiences," YouTube's global head of youth and learning, Katie Kurtz, told CNBC. "We also know that a lot of our partners are not really just building large YouTube channels. They are also thinking about building a really great next generation of characters, and some of that involves being YouTube first."&nbsp;
See Also: Warren Buffett once said, "If you don't find a way to make money while you sleep, you will work until you die."<a href="https://www.benzinga.com/money/warren-buffet-make-money-when-you-sleep"> Here&#8217;s how you can earn passive income with just $10.</a>
Paramount+, which attributes much of its success to its deep library of kids' series, is a perfect example of this. Earlier this year, it launched original animated series&nbsp; "Kid Cowboy" exclusively on YouTube.
Other companies are doing the opposite, and scouring YouTube for original content to add to their existing platforms.
Netflix, for example, acquired the YouTube original "CoComelon" in 2020 and saw a huge jump in viewership thanks to the series. The show has since moved to Disney+, but Netflix is hoping to repeat the magic with new "Ms. Rachel" content.&nbsp;
So far, it&#8217;s a strategy that seems to be working. In Netflix's <a href="https://www.fool.com/earnings/call-transcripts/2025/07/17/netflix-nflx-q2-2025-earnings-call-transcript/">Q2 2025 earnings call</a>, co-CEO Ted Sarandos said that "Ms. Rachel" content had garnered some 53 million views so far this year.
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TOON

Little Kid TV, Big Money: How Children's Shows Became Streaming's Most Valuable Asset

Netflix's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NYSE">NFLX</a>) short percent of float has fallen 8.7% since its last report. The company recently reported that it has 6.20 million shares sold short, which is 1.47% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.97 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Netflix Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1753707625_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Netflix has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Netflix's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Netflix's peer group average for short interest as a percentage of float is 8.75%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

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How Do Investors Really Feel About Netflix?

NFLX moved up over 15 points after the alert
<figure class="wp-block-image size-large"><img decoding="async" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/24205438/Screenshot-2025-07-24-at-4.51.57%E2%80%AFPM-876x1024.png" alt="" class="wp-image-16424" /></figure>
Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) experienced a Power Inflow today, a significant event for those who follow where smart money goes and value order flow analytics in their trading decisions. 
Today, at 10:32 AM on July 23rd, a significant trading signal occurred for Netflix Inc. (NFLX) as it demonstrated a Power Inflow at a price of $1164.91. This indicator is crucial for traders who want to know directionally where institutions and so-called "smart money" moves in the market. They see the value of utilizing order flow analytics to guide their trading decisions. The Power Inflow points to a possible uptrend in Netflix's stock, marking a potential entry point for traders looking to capitalize on the expected upward movement. Traders with this signal closely watch for sustained momentum in Netflix's stock price, interpreting this event as a bullish sign.
Signal description
Order flow analytics, aka transaction or market flow analysis, separate and study both the retail and institutional volume rate of orders (flow). It involves analyzing the flow of buy and sell orders, along with size, timing, and other associated characteristics and patterns, to gain insights and make more informed trading decisions. This particular indicator is interpreted as a bullish signal by active traders.&nbsp;
The Power Inflow occurs within the first two hours of the market open and generally signals the trend that helps gauge the stock's overall direction, powered by institutional activity in the stock, for the remainder of the day.&nbsp;
By incorporating order flow analytics into their trading strategies, market participants can better interpret market conditions, identify trading opportunities, and potentially improve their trading performance. But let's not forget that while watching smart money flow can provide valuable insights, it is crucial to incorporate effective risk management strategies to protect capital and mitigate potential losses. Employing a consistent and effective risk management plan helps traders navigate the uncertainties of the market in a more controlled and calculated manner, increasing the likelihood of long-term success
If you want to stay updated on the latest options trades for NFLX,<a href="https://benzinga.grsm.io/register174"> Benzinga Pro</a> gives you real-time options trades alerts.&nbsp;
<a href="https://benzinga.com/apis?_gl=1&#x2A;1hlgn5i&#x2A;_ga&#x2A;MTY1NjE2NTYxMi4xNzE0NzQ4MTAy&#x2A;_ga_V7ZK73W7N0&#x2A;MTcxNDc0ODEwMi4xLjEuMTcxNDc0ODQyOC4wLjAuMA..">Market News and Data brought to you by Benzinga APIs</a> and includes firms, like&nbsp; <a href="https://tradepulse.net/?utm_source=Benzinga&amp;utm_medium=Article&amp;utm_campaign=brand_awareness_July2025">https://tradepulse.net/?utm_source=Benzinga&amp;utm_medium=Article&amp;utm_campaign=brand_awareness_July2025</a>
which are responsible for parts of the data within this article.
After Market Close UPDATE:
The price at the time of the Power Inflow was $1164.91. The returns on the High price ($1182.63) and Close price ($1180.76) after the Power Inflow are respectively 1.5% and 1.4%. 
Past performance is not indicative of future results
Benzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga&#8217;s reporting and has not been edited for content or accuracy.

Netflix Climbs 1.5% After Key Trading Signal, Reversing Early Decline

Netflix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) has outperformed the market over the past 5 years by 4.8% on an annualized basis producing an average annual return of 19.25%. Currently, Netflix has a market capitalization of $500.60 billion. 
Buying $100 In NFLX: If an investor had bought $100 of NFLX stock 5 years ago, it would be worth $237.68 today based on a price of $1178.09 for NFLX at the time of writing.
<h3>Netflix's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1753281916_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $100 Invested In Netflix 5 Years Ago Would Be Worth Today

A weakening U.S. dollar is discreetly helping <a href="https://www.benzinga.com/etfs">some ETFs</a> to outperform their size during this earnings season, particularly those comprised of globally exposed American titans. 
But before investors get caught up in the greenback-driven glow, experts caution: all that moves isn&#8217;t necessarily real growth.
Also Read:<a href="https://www.benzinga.com/markets/bonds/25/07/46488992/us-dollar-can-lose-its-supremacy-premium-if-fed-interferes-with-bond-market-currencies-are-release-valve-for-unsustainable-fiscal-policy"> US Dollar Can Lose Its &#8216;Supremacy Premium&#8217; If Fed Interferes With Bond Market: Currencies Are &#8216;Release Valve For Unsustainable Fiscal Policy&#8217;</a>
<h2 class="wp-block-heading">The Dollar&#8217;s Slump And The ETF Sweet Spot</h2>
The U.S. dollar has fallen about 10% this year, battered by trade policy whiplash, debt worries, and decelerating growth, per a Reuters report. That weakness has boosted foreign earnings for multinational U.S. companies, and by proxy, juiced the payouts of ETFs that own them.
Industry ETFs such as the Vanguard Consumer Discretionary ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VCR#NYSE">VCR</a>), SPDR Industrial Select Sector ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLI#NYSE">XLI</a>) and iShares U.S. Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYW#NYSE">IYW</a>) are in the sweet spot. These funds allocate heavily to firms generating substantial revenue overseas, which are now profiting from favorable currency translation.
For instance, VCR component PepsiCo (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>) stated the dollar downturn assisted it in projecting a <a href="https://www.benzinga.com/markets/earnings/25/07/46463845/pepsico-delivers-the-fizz-in-q2-sweetens-outlook-on-subdued-dollar-headwind">less-than-anticipated annual profit decline</a>, the Reuters report noted. XLI component 3M (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>) reported a <a href="https://www.benzinga.com/markets/earnings/25/07/46491058/post-it-maker-3m-defies-tariff-headwinds-with-strong-q2-and-outlook-boost">profit beat in Q2 </a>with FX gains doing some heavy lifting.
<h2 class="wp-block-heading">Why the Market Isn&#8217;t Celebrating (Yet)</h2>
Even though FX is benefiting the bottom line, investors do not trust it. Wall Street typically discounts foreign exchange-driven earnings surprises as optical, not fundamental.
This is particularly applicable to ETF investors who might believe they&#8217;re surfing a trend, only to realize it&#8217;s all flash, no substance. Constant-currency beats, those FX-adjusted, tend to get more rewarded than FX-led ones, says Goldman Sachs.
What does it mean? Don&#8217;t expect a lift in earnings to be followed by a lift in ETF prices unless it&#8217;s preceded by actual demand growth.
<h2 class="wp-block-heading">When FX Becomes A Tailwind For ETFs</h2>
Still, the impact is real. Based on two decades of data, every 1% depreciation in the dollar improves S&amp;P 500 EPS growth by about 0.6 percentage points, according to LSEG data cited in the Reuters report. That's not nothing, especially for ETFs tracking international-facing sectors.
IYW has experienced indirect support from names like Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), which generate over half of their revenues from international locations.
Even thematic ETFs such as the Invesco International BuyBack Achievers ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IPKW#NASDAQ">IPKW</a>), which is skewed toward U.S. companies with aggressive foreign strategies, might gain if the dollar is weak.
<h2 class="wp-block-heading">ETFs To Watch If The Dollar Remains Soft</h2>
<ul class="wp-block-list">
<li>VCR (Consumer Discretionary): Large global brands such as Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Nike (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), and Starbucks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>).</li>
<li>XLI (Industrials): High exposure to cyclical multinationals with international sales.</li>
<li>IYW (Technology): FX-bolstered cash flow machines such as Microsoft and Apple.</li>
<li>SPY / VOO (S&amp;P 500): Wide, but still ~38% international exposure.</li>
<li>IPKW/ iShares International Select Dividend ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IDV#BATS">IDV</a>): Dividend or buyback ETFs with heavy overseas tilts.</li>
</ul>
<h2 class="wp-block-heading">The Bottom Line</h2>
ETF holders could be quietly profiting from the decline of the greenback, but such gains can disappear as suddenly as they began. Most of these gains are less about consumer enthusiasm and more about currency arithmetic, and that makes all the difference when macro is choppy.
Appreciate the tailwind, by all means. But don&#8217;t confuse a currency flutter with a structural break.
Read Next:<a href="https://www.benzinga.com/etfs/specialty-etfs/25/07/46554173/trump-targets-chinas-backdoors-vietnam-and-mexico-etfs-could-pay-the-price"> </a>
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/etfs/specialty-etfs/25/07/46554173/trump-targets-chinas-backdoors-vietnam-and-mexico-etfs-could-pay-the-price">Trump Targets China&#8217;s Backdoors—Vietnam And Mexico ETFs Could Pay The Price</a></li>
</ul>
Image: Shutterstock

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Forex

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iShares Dow Jones International Select Dividend Income Fund

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Dollar Down, Multinationals Up: ETFs Riding The FX Wave

Formula 1 is quietly becoming one of the most powerful profit engines in sports media and Goldman Sachs <a href="https://www.benzinga.com/topic/expert-ideas">is going full throttle.</a>
On Monday, Goldman Sachs analyst Stephen Laszczyk reinstated coverage of Liberty Formula One Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FWONK#NASDAQ">FWONK</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FWONA#NASDAQ">FWONA</a>) – owner of the Formula 1 and newly acquired MotoGP racing series – with a Buy rating and a 12-month price target of $120, suggesting a 17% total return potential.
In the report, Laszczyk calls Liberty Formula One Group a "high quality, execution-based growth story with potential for outsized capital returns", making it one of the firm&#8217;s top picks in the global sports media space.
<h2 class="wp-block-heading">Four Reasons Why FWONK Stock Is In Pole Position</h2>
<h3 class="wp-block-heading">1. F1 Is Firing On All Cylinders</h3>
Goldman expects Formula 1 revenue to grow at 8% annually through 2028, driven by gains in race promotion, media rights, and sponsorships. Adjusted operating income is projected to expand at 15% per year, with margins getting a boost from a new Concorde Agreement kicking off in 2026.
This will be driven by gains across its three core verticals: Race Promotion, Media Rights, and Sponsorship. 
Laszczyk highlights that Formula 1 is capitalizing on the increasingly favorable supply-demand dynamic for hosting Grand Prix events, particularly in legacy European venues and emerging growth markets like the U.S.
The Las Vegas Grand Prix, in particular, is expected to rebound from a weak second year. 
On the media rights side, Goldman sees upside from step-ups in upcoming renewals in the U.S., Australia, and Latin America, and notes that around 40% of F1's media rights revenue is up for renegotiation by the end of 2026. 
Goldman analysts expect U.S. rights alone to jump from $85 million/year to $130 million/year, helped by rising engagement and reported interest from streamers like Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>).
Sponsorship revenue is projected to rise at a 10% CAGR, aided by high-profile additions like LVMH&#8211;Moet Hennessy Louis Vuitton (OTCPK: LVMHF), PepsiCo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>), and Nestlé S.A. (OTCPK: NSRGY), plus new advertising partners in untapped verticals.
<h3 class="wp-block-heading">2. MotoGP: A High-Potential Growth Engine</h3>
Liberty Media's acquisition of MotoGP is seen as a long-term win. With a business model echoing F1's, MotoGP is gearing up for global expansion and expects to grow profits by 13% CAGR through 2028—even with short-term repositioning.
&#8220;MotoGP has the opportunity to globalize its calendar,&#8221; Laszczyk notes, with 64% of races currently concentrated in Europe and roughly one-third of contracts up for renewal over the next two years. 
The firm also sees a pathway to expanding from 22 races per year to 24 over time.
"We see meaningful opportunity for MotoGP… to benefit under the stewardship of Liberty Media as it navigates further expansion into the global marketplace for sports media, sponsorship and event promotion," Laszczyk wrote.
<h3 class="wp-block-heading">3. Massive Buyback Potential As Leverage Falls</h3>
Liberty Formula One's capital-light model and rising profitability should unlock massive free cash flow. 
"This deleveraging will afford Liberty Formula One the option to return significant capital to shareholders in the coming years," he said.
"At 2.5x net leverage, we estimate that Liberty Formula One could return over $6B of capital to shareholders by 2030, or about 25% of current market capitalization."
<h3 class="wp-block-heading">4. Premium Valuation Backed By Premium Assets</h3>
At 23.5x EBITDA and nearly 29x free cash flow, Liberty Formula One doesn't look like a bargain. 
But Goldman says the price is right for a unique asset.
"We believe the stock's premium multiple is justified," Laszczyk wrote, highlighting the company's exposure to global sports rights, execution capabilities, and strong free cash flow conversion.
<h2 class="wp-block-heading">Bottom Line</h2>
Formula 1 is no longer just racing—it&#8217;s an expanding media juggernaut with real pricing power and global brand momentum. With MotoGP now under its wing, Liberty Formula One is assembling a high-margin, capital-light sports empire poised for explosive cash returns. 
Goldman Sachs sees FWONK as one of the clearest plays on the future of live entertainment—and it's still early in the race.
Read Next:
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</ul>
 Photo: Shutterstock

Analyst Color

Global

Econ #s

Analyst Ratings

FWONA

FWONK

LVMHF

Nestle Sponsored representing Registered Shares Series B

NSRGY

Formula 1 Is Wall Street's New Money Machine—With Horsepower

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/07/21/final-trades-morgan-stanley-netflix-cognex-and-eqt-corp.html">Halftime Report Final Trades</a>,&#8221; Sarat Sethi, Managing Partner at DCLA, said Morgan Stanley (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>) reported <a href="https://www.benzinga.com/quote/MS/earnings">great earnings.</a>
Morgan Stanley reported second-quarter 2025 earnings of $2.13 on July 16, up from $1.82 a year ago and exceeding the consensus estimate of $2.02. Net earnings increased to $3.54 billion from $3.08 billion. The U.S. bank reported revenue of $16.79 billion, up 12% year-over-year, beating the consensus estimate of $16.11 billion.
Stephen Weiss, Chief Investment Officer and Managing Partner of Short Hills Capital Partners, said Netflix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) was unfairly penalized for the quarter. He still thinks it's a good opportunity.
Netflix, on July 17. reported second-quarter revenue of $11.08 billion, up 16% year-over-year. The revenue total beat a Street consensus estimate of $11.04 billion, according to data from Benzinga Pro. The company reported second-quarter earnings per share of $7.19, beating a Street consensus estimate of $7.06.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Amy Raskin, CIO at Chevy Chase Trust, named Cognex Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CGNX#NASDAQ">CGNX</a>) as her final trade.
Lending support to her choice, Citigroup analyst Piyush Avasthy, on July 14, raised the price target on the stock from $30 to $37.
Joseph M. Terranova, Senior Managing Director for Virtus Investment Partners, picked EQT Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQT#NYSE">EQT</a>), which saw a sharp decline on Monday.
EQT will issue its second quarter financial and operating results news release after the closing bell on Tuesday, July 22.
Price Action:
<ul class="wp-block-list">
<li>Morgan Stanley shares fell 0.3% to close at $140.47 on Monday.</li>
<li>Netflix shares dipped 5.1% to settle at $1,209.24 during the session.</li>
<li>Cognex shares fell 1% to close at $33.73 during the session.</li>
<li>EQT shares tumbled 9.6% to settle at $53.54 on Monday.</li>
</ul>
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</ul>
Image: Shutterstock

Long Ideas

Markets

Media

CGNX

Morgan Stanley, Netflix, Cognex And An Energy Stock: CNBC's 'Final Trades'

<a href="https://www.bloomberg.com/news/articles/2025-07-21/netflix-is-using-startup-runway-ai-s-video-tools-for-production?embedded-checkout=true">https://www.bloomberg.com/news/articles/2025-07-21/netflix-is-using-startup-runway-ai-s-video-tools-for-production?embedded-checkout=true</a>

General

'Netflix Using Startup Runway AI's Video Tools for Production'- Bloomberg

CNBC Halftime Report Final Trades: Morgan Stanley, Netflix, Cognex, EQT Corporation

Content streaming juggernaut Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) continues to set expectations ablaze, thereby seemingly justifying its market performance this year. Last week, the media giant posted<a href="https://www.benzinga.com/trading-ideas/movers/25/07/46481193/netflix-q2-fueled-by-price-ads-squid-game-q3-set-to-repeat"> second-quarter financial results</a> that exceeded analysts' expectations. In fact, the company's net profit of $3.1 billion represented a fresh<a href="https://www.the-independent.com/arts-entertainment/tv/news/netflix-revenue-profits-record-critics-b2791797.html#:~:text=Netflix%20has%20announced%20revenue%20of,%243.1%20billion%20in%20net%20profit."> record</a>. However, the volatility of NFLX stock following the results has led to probing questions.
On the positive front, it's difficult to deny the underlying narrative of consistently robust financial performances. In the second quarter, Netflix generated revenue of $11.08 billion, up 16% against the year-ago period. Furthermore, this tally exceeded Wall Street's estimate of $11.04 billion. On the bottom line, the company reported earnings per share of $7.19, beating the consensus view of $7.06.
In addition, Netflix's extensive content library continues to churn out winners, resonating with audiences amid an intensely competitive environment. Management highlighted multiple series and movies that saw strong performances, in particular the release of the third season of "Squid Game" in June. Despite its recent launch, the season has already amassed 122 million views, making it the sixth highest in Netflix history.
Finally,<a href="https://www.msn.com/en-us/money/other/new-netflix-data-reveals-just-how-many-people-are-signing-up-for-the-ad-supported-plan/ar-AA1ICb7T?apiversion=v2&amp;noservercache=1&amp;domshim=1&amp;renderwebcomponents=1&amp;wcseo=1&amp;batchservertelemetry=1&amp;noservertelemetry=1"> advertising</a> has become a major sales booster. New research shows that roughly half of new Netflix subscribers in 2025 have signed up for the ad-supported tier. In 2024, this metric was about 40% and in the year prior, only about 20%. Investors may view the consistent growth as a motivating factor to consider NFLX stock.
Still, every publicly traded enterprise carries counterarguments to the bullish narrative. For Netflix, there are<a href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/07/46498606/netflixs-blockbuster-profits-overshadowed-by-anemic-engagement"> concerns about anemic engagement</a>. Specifically, while Needham's Laura Martin reiterated a Buy rating on NFLX stock with a $1,500 price target, she cautioned that total viewing time per user appeared to be flat to declining. This dynamic must improve for Netflix to sustain its pricing power.
Furthermore, investors should consider the possibility that most of the good news has been baked into NFLX stock. For example, Netflix earlier<a href="https://www.benzinga.com/news/earnings/earnings-misses/24/01/36751622/netflixs-co-ceo-says-thrilled-with-password-sharing-crackdown-sees-positive-impact-"> cracked down on the practice of password sharing</a>, which has led to increased revenue. However, now that the company has largely monetized a significant portion of free users, the well may have effectively run dry.
To be sure, the performance of NFLX stock stands out. Since the beginning of the year, it gained almost 36%. However, in the trailing five sessions, NFLX slipped 4%. And in the past month, the security is down nearly 2%, which may raise concerns about fading momentum.
The Direxion ETFs: With opposing sides of the sentiment debate presenting strong arguments, traders may have ample opportunity to speculate, thereby shining a spotlight on Direxion's exchange-traded funds. For optimistic speculators, the <a href="https://www.direxion.com/product/daily-nflx-bull-and-bear-leveraged-single-stock-etfs?utm_source=Referral&amp;utm_medium=Text&amp;utm_source_platform=Benzinga&amp;utm_campaign=LandI_Product_NFXL-NFXS">Direxion Daily NFLX Bull 2X Shares</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFXL#NASDAQ">NFXL</a>) seeks the daily investment results of 200% of the performance of NFLX stock. For the skeptical, the<a href="https://www.direxion.com/product/daily-nflx-bull-and-bear-leveraged-single-stock-etfs?utm_source=Referral&amp;utm_medium=Text&amp;utm_source_platform=Benzinga&amp;utm_campaign=LandI_Product_NFXL-NFXS"> Direxion Daily NFLX Bear 1X Shares</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFXS#NASDAQ">NFXS</a>) seeks 100% of the inverse performance of the namesake security.
A key motivating factor for consideration of Direxion ETFs is convenience. Typically, market participants interested in leveraged or short positions must engage the options market. However, derivative financial products carry complexities that may not be appropriate for all investors. In contrast, Direxion ETFs can be bought and sold much like any other publicly traded security, thus greatly reducing the learning curve.
Still, prospective participants must be cognizant of these funds' unique risk profile. First, leveraged and inverse ETFs tend to be more volatile than funds tracking benchmark indices, such as the Nasdaq Composite. Second, Direxion ETFs are designed for exposure lasting no longer than one day. Holding these ETFs longer than recommended may expose investors to value decay due to the daily compounding phenomenon.
The NFXL ETF: Unsurprisingly, the NFXL ETF has gained nearly 60% since the start of the year, buoyed by Netflix's consistent financial results.
The performance of the NFLX bull fund has been highly accelerative since April, initially driving the price action above key technical benchmarks.
However, the previously mentioned volatility has caused the NFXL ETF to drop below its 20-day exponential moving average and the 50 DMA.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcQ-NinCgd1DVuu5Kf999uPF1rYZR74oz2c9gjiM6mIuPK96hPTvPRVgjBsUsL9mZ-96dUpGT0AsM_ccpQ2cM5VX-zK70Y9OoWlG3PeAj8JrcFlg7ks1joc1cRY9oJOwPkIDQlZ?key=tQSSgu_66jvs5F4CNN0lJQ" alt="" /></figure>
The NFXS ETF: On the other end of the scale, the NFXS ETF has struggled this year, losing roughly 30% as Netflix continued to beat analysts' expectations.
Between April and early July, the price action of the NFLX bear fund has consistently traded below its 20-day EMA and 50 DMA.
However, the latest surge in the NFXS ETF has seen the price action pop above these key technical benchmarks on high volume, warranting further investigation.
<figure class="wp-block-image"><img decoding="async" src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd8pFsnYyfGnQl-mn_tx83nTI6yzFX37kNSNVFZ27l0ta7LFEzj5tn0-4_YKBkfzkLQMZhcCRMWFAiELVtXzuLGGlxSekzL5XQFdVeKQO1qgHEODz8Y53j4n5FjmzE9j8QKXQb0fw?key=tQSSgu_66jvs5F4CNN0lJQ" alt="" /></figure>
Featured image by <a href="https://pixabay.com/users/rswebsols-2689935/?utm_source=link-attribution&amp;utm_medium=referral&amp;utm_campaign=image&amp;utm_content=5945225">Souvik Banerjee</a> from <a href="https://pixabay.com/?utm_source=link-attribution&amp;utm_medium=referral&amp;utm_campaign=image&amp;utm_content=5945225">Pixabay</a>.
This post contains sponsored content. This content is for informational purposes only and is not intended to be investing advice.

NFXL

NFXS

Netflix's Profits Clash With Peaking Business Concerns, Driving Interest In Direxion's NFLX Bull And Bear Funds

Verizon Communications (NYSE: VZ) stock gained on Monday after the company reported better-than-expected <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/g46514654/verizon-raises-financial-guidance-for-adjusted-ebitda-adjusted-eps-and-free-cash-flow-after-strong" rel="noreferrer noopener">second-quarter financial results</a> and raised guidance.
The company reported&nbsp;quarterly revenue growth was 5.2% year-over-year (Y/Y), reaching $34.50 billion, topping the&nbsp;analyst <a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">consensus estimate</a> of $33.57 billion, driven by its broad wireless and broadband offerings across market segments. Adjusted EPS of $1.22 topped the&nbsp;analyst&nbsp;consensus estimate of $1.19.
The company boosted retention and acquisition through a three-year price lock, a free phone guarantee, and the rollout of AI-powered tools for personalized support and better customer experience.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/46090025/verizon-teams-up-with-nokia-to-bring-high-tech-5g-boost-to-busy-british-ports" rel="noreferrer noopener">Verizon Teams Up With Nokia To Bring High-Tech 5G Boost To Busy British Ports</a>
Verizon reported a net loss of 9,000 postpaid phone connections in the latest quarter, falling short of analysts&#8217; forecast for a gain of 13,000, per the Wall Street Journal <a target="_blank" href="https://www.wsj.com/business/earnings/verizon-earnings-q2-2025-vz-stock-dcc1b3d6" rel="noreferrer noopener">report</a> on Monday. The company added 148,000 postpaid phone connections during the same quarter last year.
Total wireless service revenue was $20.9 billion, <a target="_blank" href="https://www.verizon.com/about/investors/quarterly-reports/2q-2025-earnings-conference-call-webcast" rel="noreferrer noopener">up 2.2% Y/Y</a> backed by add-ons such as access to streaming services like Netflix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), as per Reuters.
Verizon Business&#8217; retail postpaid net additions were 65,000. The quarter saw 293,000 total broadband net additions versus 391,000 Y/Y. The company ended the quarter with over 12.9 million broadband subscribers, up 12.2% Y/Y.
At the end of the quarter, the company had over 5.1 million fixed wireless subscribers. Total fixed wireless access net additions reached 278,000 in the quarter, compared with 378,000&nbsp;Y/Y.
Total Verizon Business revenues were $7.3 billion, down 0.3% Y/Y. Total Verizon Consumer revenue rose by 6.9% Y/Y to $26.6 billion.&nbsp;Consumer wireless retail postpaid churn was 1.12%, and wireless retail postpaid phone churn was 0.90%.&nbsp;
Verizon Consumer clocked wireless retail postpaid phone net losses of 51,000, versus 109,000 net losses Y/Y. Consumer reported 50,000 wireless retail core prepaid net additions compared to 12,000 net losses Y/Y.
Verizon&#8217;s net income stood at $5.1 billion versus $4.7 billion a year ago. The consumer segment EBITDA margin declined by 200 bps to 42.1%, while the business segment EBITDA margin grew by 130 bps to 22.9%.&nbsp;Company-level adjusted EBITDA of $12.8 billion, up from $12.3 billion Y/Y.
Verizon&#8217;s quarterly free cash flow&nbsp;was $5.2 billion, down from $5.8 billion Y/Y.
Heading into the year&#8217;s second half, Verizon plans to maintain momentum by growing wireless service revenue, expanding adjusted EBITDA, and generating solid free cash flow.
<h2 class="wp-block-heading">FY25 Outlook</h2>
Verizon&nbsp;reiterated a 2.0%-2.8%&nbsp;growth in <a target="_blank" href="https://www.benzinga.com/25/04/44920917/verizon-struggles-with-subscriber-losses-from-price-increases-competition-and-lower-government-support" rel="noreferrer noopener">wireless service&nbsp;revenue</a>. It narrowed its adjusted EPS outlook from $4.59-$4.73 to $4.64-$4.73 versus&nbsp;the consensus of $4.68, driven by demand for its higher-tier plans as per the Reuters report.
Verizon expects $19.5 billion-$20.5 billion (prior $17.5 billion-$18.5 billion) in 2025 free cash flow, $37.0 billion-$39.0 billion (prior $35 billion-$37 billion) in operating cash flow, and reiterated $17.5 billion-$18.5 billion in capital expenditure. Verizon&#8217;s guidance does not reflect any assumptions regarding the pending acquisition of Frontier Communications Parent (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FYBR#NASDAQ">FYBR</a>).
According to the Wall Street Journal, Verizon reiterated that it is well-positioned to achieve the next milestone of 8 to 9 million fixed wireless access subscribers.
Price action:&nbsp;VZ stock is trading higher by 4.06% to $42.50 premarket at last check Monday.
Read Next:
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<li><a href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/07/46281768/telecom-stocks-are-no-longer-one-size-fits-all-analyst-says-heres-which-company-stands-out" target="_blank" rel="noreferrer noopener">Telecom Stocks Are No Longer One-Size-Fits-All, Analyst Says — Here&#8217;s Which Company Stands Out</a></li>
</ul>
Photo by Karolis Kavolelis via Shutterstock

Earnings

Guidance

Movers

Tech

FYBR

Verizon's Premium Plans Drive Higher Profit Projections After Solid Quarter

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/07/18/final-trades-rtx-netflix-and-freeport-mcmoran.html">Halftime Report Final Trades</a>,&#8221; Stephen Weiss, Chief Investment Officer and Managing Partner of Short Hills Capital Partners, picked Netflix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) as his final trade.
On July 17, Netflix reported second-quarter revenue of $11.08 billion, up 16% year-over-year. The revenue total beat a Street consensus estimate of $11.04 billion, according to data from Benzinga Pro. The company reported second-quarter earnings per share of $7.19, beating a Street consensus estimate of $7.06.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Kevin Simpson, Capital Wealth Planning founder and CIO, named RTX Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) amid incredible demand for aerospace repair.
RTX will release earnings results for the second quarter before the opening bell on Tuesday, July 22. Analysts expect the company to report quarterly earnings at $1.43 per share on revenue of $20.67 billion.
Supporting his view, Morgan Stanley analyst Kristine Liwag maintained RTX with an Equal-Weight rating on July 17 and raised the price target from $135 to $165.
Jenny Van Leeuwen Harrington, Chief Executive Officer of Gilman Hill Asset Management, LLC, named Freeport-McMoRan Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCX#NYSE">FCX</a>) as her final trade.
Lending support to his choice, Freeport-McMoRan, on April 24, reported better-than-expected first-quarter sales results. Revenue stood at $5.73 billion, beating the consensus of $5.44 billion. Copper sales volumes totaled 872 million pounds, which exceeded the January 2025 estimate.
Price Action:
<ul class="wp-block-list">
<li>RTX shares closed at $151.50 on Friday.</li>
<li>Netflix shares dipped 5.1% to settle at $1,209.24 during the session.</li>
<li>Freeport-McMoRan shares rose 0.8% to close at $44.80 during the session.</li>
</ul>
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</ul>
Image: Shutterstock

Netflix, RTX And A Basic Materials Stock On CNBC's 'Final Trades'

Baird analyst Vikram Kesavabhotla maintains Netflix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) with a Outperform and raises the price target from $1300 to $1500.

Price Target

Baird Maintains Outperform on Netflix, Raises Price Target to $1500

The CNN Money Fear and Greed index showed some decline in the overall market sentiment, but the index remained in the &#8220;Extreme Greed&#8221; zone on Friday.
U.S. stocks settled mostly lower on Friday, with the Dow Jones index falling more than 100 points during the session as continued trade tensions kept investors on the sidelines.
According to the Financial Times, President Donald Trump is pushing for a sweeping 15% to 20% minimum tariff on all European Union goods. He is also rejecting any cut to the current 25% duties on EU car imports. Trump has signaled that if no deal is reached by Aug. 1, a 30% blanket tariff on EU imports could be imposed.
Netflix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) shares fell more than 5% on Friday following second-quarter financial results. 3M Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>) reported better-than-expected second-quarter 2025 results and raised its full-year guidance. American Express Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXP#NYSE">AXP</a>) reported fiscal second-quarter 2025 results on Friday, surpassing analyst estimates for both revenue and adjusted earnings per share.
On the economic data front, the University of Michigan&#8217;s consumer sentiment index came in at a five-month high for June. One-year inflation expectations fell to 4.4%, down from 5% in the prior month, easing concerns that tariffs are stoking broader price pressures.
Most sectors on the S&amp;P 500 closed on a negative note, with energy, health care and consumer staples stocks recording the biggest losses on Friday. However, utilities and consumer discretionary stocks bucked the overall market trend, closing the session higher.
The Dow Jones closed lower by 142 points to 44,342.19 on Friday. The S&amp;P 500 slipped 0.01% to 6,296.79, while the Nasdaq Composite gained 0.05% at 20,895.66 during Friday's session.
Investors are awaiting earnings results Verizon Communications Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>), Domino&#8217;s Pizza, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DPZ#NASDAQ">DPZ</a>) and Steel Dynamics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STLD#NASDAQ">STLD</a>) today.
At a current reading of 75, the index remained in the &#8220;Extreme Greed&#8221; zone on Friday, versus a prior reading of 75.4.
What is CNN Business Fear &amp; Greed Index?
The Fear &amp; Greed Index is a measure of the current market sentiment. It is based on the premise that higher fear exerts pressure on stock prices, while higher greed has the opposite effect. The index is calculated based on seven equal-weighted indicators. The index ranges from 0 to 100, where 0 represents maximum fear and 100 signals maximum greediness.
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<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/07/46491269/top-2-energy-stocks-that-may-fall-off-a-cliff-this-quarter-2">Top 2 Energy Stocks That May Fall Off A Cliff This Quarter</a> </li>
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STLD

Dow Sinks Over 100 Points As Sentiment Slips, Yet Fear & Greed Index Still Flashes 'Extreme Greed'

A whirlwind week in consumer tech saw blockbuster earnings, bold AI moves, legal battles, and fresh economic signals reshaping the<a target="_blank" href="https://www.benzinga.com/markets" rel="noreferrer noopener"> industry's outlook.</a>
The second-quarter earnings season opened with strong results from major U.S. banks, but investors remained cautious, focusing on forward guidance and narrowing margins, which<a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46420414/bank-earnings-performance-q2-citigroup-jpmorgan-blackrock-wells-fargo" rel="noreferrer noopener"> dragged bank stocks lower</a>. Meanwhile, U.S. retail sales surged 0.6% in June after two months of decline, signaling resilient consumer spending despite high <a target="_blank" href="https://www.benzinga.com/markets/macro-economic-events/25/07/46467952/us-retail-sales-june-2025-fed-trump-inflation-consumer" rel="noreferrer noopener">borrowing costs and tariff uncertainties.</a>
Amid this economic backdrop, Federal Reserve Governor Christopher Waller made a strong case for a July rate cut and hinted at his willingness to succeed Jerome Powell if asked <a target="_blank" href="https://www.benzinga.com/markets/macro-economic-events/25/07/46491573/waller-fed-chair-trump-rate-cut-july" rel="noreferrer noopener">by President</a><a target="_blank" href="https://www.benzinga.com/markets/macro-economic-events/25/07/46491573/waller-fed-chair-trump-rate-cut-july" rel="noreferrer noopener"> Donald Trump</a><a target="_blank" href="https://www.benzinga.com/markets/macro-economic-events/25/07/46491573/waller-fed-chair-trump-rate-cut-july" rel="noreferrer noopener">.</a>
Also Read: <a target="_blank" href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46503030/bitcoin-stuck-below-118000-as-ethereum-xrp-dogecoin-extend-gains" rel="noreferrer noopener">Bitcoin Stuck Below $118,000 As Ethereum, XRP, Dogecoin Extend Gains</a>
In a notable geopolitical shift, China continued reducing its U.S. Treasury holdings for a third consecutive month, bringing its stockpile<a target="_blank" href="https://www.benzinga.com/markets/bonds/25/07/46501603/us-treasury-holdings-foreign-china-japan-trump" rel="noreferrer noopener"> to a 16-year low of $756.3 billion in May.</a>
These economic and geopolitical shifts—ranging from tighter bank margins to China's retreat from U.S. debt—could ripple through the consumer tech world, potentially tightening capital flows, pressuring valuations, and reshaping global <a target="_blank" href="https://www.benzinga.com/news" rel="noreferrer noopener">supply chain dynamics.</a>
Earnings
Netflix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) eported second-quarter revenue of $11.08 billion, up 16% year-over-year. The revenue total beat a <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46481193/netflix-q2-fueled-by-price-ads-squid-game-q3-set-to-repeat" rel="noreferrer noopener">Street consensus estimate of $11.04 billion</a>.
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) reported second-quarter net sales of $30.07 billion, up 38.6% year-over-year, topping the <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46462634/nvidia-supplier-taiwan-semiconductor-on-a-roll-profit-explodes-with-strong-margin-growth" rel="noreferrer noopener">analyst consensus estimate of $30.04 billion.</a>
3M Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>) posted second-quarter adjusted&nbsp;sales of $6.2 billion, reflecting 1.5% organic growth and beating the&nbsp;<a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46491058/post-it-maker-3m-defies-tariff-headwinds-with-strong-q2-and-outlook-boost" rel="noreferrer noopener">consensus estimate&nbsp;of $6.09 billion.</a>
Technology
NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&nbsp;CEO Jensen Huang,&nbsp;on his third visit&nbsp;to China this year, praised the country's open-source AI innovation during a fireside chat with&nbsp;Alibaba Group Holding Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) Cloud founder&nbsp;Wang Jian&nbsp;at the <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46462378/why-nvidias-jensen-huang-says-china-leads-in-open-source-ai" rel="noreferrer noopener">China International Supply Chain Expo on Thursday.</a>
Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)&nbsp;has reportedly laid off several employees within its&nbsp;Amazon Web Services&nbsp;(AWS) cloud division, as the company continues to restructure amid the growing impact of <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46485457/amazon-slashes-roles-in-aws-cloud-unit-as-ceo-andy-jassy-says-ai-will-reduce-the-need-for-certain-roles-report" rel="noreferrer noopener">generative artificial intelligence.</a>
Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)&nbsp;and&nbsp;Amazon Web Services&nbsp;are launching a $6 million initiative to attract 30 U.S. startups to build AI applications using Meta&#8217;s open-source Llama model, positioning the partnership as a strategic counter to&nbsp;<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46460828/meta-aws-roll-out-6-million-startup-program-to-counter-openai-make-llama-the-go-to-ai-model-for-builders" rel="noreferrer noopener">OpenAI&#8217;s</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46460828/meta-aws-roll-out-6-million-startup-program-to-counter-openai-make-llama-the-go-to-ai-model-for-builders" rel="noreferrer noopener"> closed-source dominance</a>.
Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)&nbsp;has signed a $500 million deal with&nbsp;MP Materials Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MP#NYSE">MP</a>), a Pentagon-backed company, to secure a <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46435562/apple-strikes-500-million-deal-with-mp-materials-to-reduce-china-reliance-on-critical-magnets" rel="noreferrer noopener">supply of rare earth magnets.</a>
Apple has filed a lawsuit against YouTuber&nbsp;Jon Prosser&nbsp;and collaborator&nbsp;Michael Ramacciotti, alleging they misappropriated trade secrets tied&nbsp;to the unreleased&nbsp;iOS 26&nbsp;by secretly accessing a <a target="_blank" href="https://www.benzinga.com/news/legal/25/07/46487617/apple-sues-youtuber-jon-prosser-over-alleged-ios-26-leak-involving-secret-iphone-access-facetime-footage-and-trade-secrets-theft" rel="noreferrer noopener">confidential development&nbsp;</a><a target="_blank" href="https://www.benzinga.com/news/legal/25/07/46487617/apple-sues-youtuber-jon-prosser-over-alleged-ios-26-leak-involving-secret-iphone-access-facetime-footage-and-trade-secrets-theft" rel="noreferrer noopener">iPhone</a><a target="_blank" href="https://www.benzinga.com/news/legal/25/07/46487617/apple-sues-youtuber-jon-prosser-over-alleged-ios-26-leak-involving-secret-iphone-access-facetime-footage-and-trade-secrets-theft" rel="noreferrer noopener">.</a>
Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>)&nbsp;announced two key leadership <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46492462/marvell-reshuffles-leadership-as-it-looks-to-reignite-momentum-rebuild-investor-confidence" rel="noreferrer noopener">promotions effective July 15, 2025</a>.&nbsp;
Chris Koopmans&nbsp;has been elevated to president, while&nbsp;Sandeep Bharathi&nbsp;has been named president of the company&#8217;s Data Center Group. Both executives will report directly to&nbsp;Matt Murphy, Marvell&#8217;s&nbsp;<a target="_blank" href="https://app.quotemedia.com/data/downloadFiling?webmasterId=101533&amp;ref=319307113&amp;type=HTML&amp;symbol=MRVL&amp;cdn=a9d5cd7e414d4a656d39e5ac0131183d&amp;companyName=Marvell+Technology+Inc.&amp;formType=8-K&amp;dateFiled=2025-07-17&amp;tblci=GiAIRlI0k8093O7NDun8A3VPr6xAR70_aoZJ6XnLiAtCAyCN1Vcoz7Dpifi1v-7FATDviEo" rel="noreferrer noopener">chair and CEO</a>.
Rumble Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUM#NASDAQ">RUM</a>) announced it is actively assembling a specialized machine learning and artificial intelligence team that will oversee development in areas such as search functions, content recommendations, creator tools and the platform&#8217;s short-form <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46480518/whats-going-on-with-rumble-shares-today" rel="noreferrer noopener">video segment, Rumble Shorts.&nbsp;</a>
Artificial Intelligence (AI)
The&nbsp;Donald Trump&nbsp;administration is reportedly preparing a sweeping executive order aimed at curbing&nbsp;perceived liberal bias&nbsp;in artificial intelligence models used<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46487059/trump-white-house-to-crack-down-on-woke-ai-with-executive-order-targeting-political-bias-in-government-contracted-chatbots-and-models-report" rel="noreferrer noopener"> by government contractors.</a>
Hadrian, a defense manufacturing startup, has successfully concluded a $260 million Series C funding round, led by <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46487918/peter-thiel-backed-hadrian-raises-260-million-to-build-ai-powered-mega-factory-in-arizona" rel="noreferrer noopener">Peter Thiel's Founders Fund</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46487918/peter-thiel-backed-hadrian-raises-260-million-to-build-ai-powered-mega-factory-in-arizona" rel="noreferrer noopener"> and&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46487918/peter-thiel-backed-hadrian-raises-260-million-to-build-ai-powered-mega-factory-in-arizona" rel="noreferrer noopener">Lux Capital</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46487918/peter-thiel-backed-hadrian-raises-260-million-to-build-ai-powered-mega-factory-in-arizona" rel="noreferrer noopener">.</a>
OpenAI&nbsp;has finally completed its&nbsp;<a target="_blank" href="https://www.benzinga.com/tech/25/05/45640879/openais-sam-altman-says-6-5b-deal-with-jony-ive-to-build-ai-companions-could-add-1-trillion-in-company-value-report" rel="noreferrer noopener">$6.5 billion acquisition</a>&nbsp;of&nbsp;Jony Ive&#8217;s&nbsp;AI hardware startup&nbsp;io Products, officially bringing the former&nbsp;Apple&nbsp;design chief and his team into the fold to build a new generation of <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46335969/openai-finalizes-6-5-billion-deal-to-acquire-jony-ives-ai-hardware-startup-heres-what-we-know-about-their-first-device" rel="noreferrer noopener">AI-native devices.</a>
Elon Musk-led artificial intelligence company,&nbsp;xAI, unveiled new technology that will help the company &#8220;sustainably&#8221; cool <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46487316/elon-musks-xai-unveils-sustainable-way-to-cool-memphis-data-center-amid-criticism-from-environmental-rights-groups" rel="noreferrer noopener">its Memphis data center.</a>
Automobiles
Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) is reportedly preparing to introduce a longer, six-seat version of its Model Y sport<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46452257/whats-going-on-with-tesla-stock-on-wednesday" rel="noreferrer noopener"> utility vehicle in China.</a>
WeRide Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WRD#NASDAQ">WRD</a>)&nbsp;announced on Thursday the launch of fully driverless Robobus operations at Resorts World Sentosa, Singapore (RWS), the first autonomous vehicle in Southeast Asia to<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46462955/werides-driverless-robobus-approved-in-singapore" rel="noreferrer noopener"> operate without a safety officer on board.</a>
Rivian Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) replaced Lucid Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>) and DraftKings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DKNG#NASDAQ">DKNG</a>)
ousted Plug Power, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLUG#NASDAQ">PLUG</a>) in the <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/07/46449975/rivian-unseats-lucid-draftkings-ousts-plug-power-in-russell-1000-shake-up" rel="noreferrer noopener">latest Russell 1000 index reshuffle.</a>
Lucid Group is making two major moves this week-one to restructure its stock and another to deepen its footprint<a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46497381/whats-going-on-with-lucid-group-stock-today-7" rel="noreferrer noopener">&nbsp;in autonomous mobility</a>.
Meanwhile, TD Cowen maintained a Hold rating on Lucid Group, with a price target of&nbsp;$2.30.
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Tech News (July 14–July 18): China Cuts US Debt, Fed Signals Rate Shift, Netflix And TSMC Lead Earnings Beat; Meta-AWS Push AI

Benzinga examined the prospects for <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noreferrer noopener">many investors' favorite stocks</a> over the last week — here's a look at some of our top stories.
The Magnificent Seven led Wall Street higher this week, pushing the S&amp;P 500 and Nasdaq 100 to new all-time highs. Strong retail sales, low jobless claims, and standout bank earnings drove momentum, while tech giants' rally — including gains by Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) — supported investor enthusiasm.
Nvidia remains central, its AI-fueled valuation anchoring broader tech optimism. Microsoft posted a 22% YTD gain — second only to Nvidia — while Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) also kicked off upbeat forecasts.
The S&amp;P 500 closed above 6,297 — the highest ever — reflecting a broad-based bullish sentiment. Yet focus is shifting to potential Fed commentary and looming trade risks, which could test tech's capacity to carry markets much further
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.

The Bulls
<a href="https://www.benzinga.com/markets/earnings/25/07/46453684/defense-stocks-earnings-q2-2025-preview">"Defense stocks head into earnings at record highs — is the boom just beginning?"</a>, by Piero Cingari, reports that, buoyed by the $156 billion "One Big Beautiful Bill" defense package, aerospace and defense stocks — including the iShares U.S. Aerospace &amp; Defense ETF (BATS: ITA) — have rallied into record‑high territory ahead of Q2 earnings season, though analysts caution upcoming results must justify the bullish run.
<a href="https://www.benzinga.com/markets/tech/25/07/46473075/exclusive-this-stocks-up-1300-but-ceo-says-the-real-payoffs-4-years-away">"Exclusive: This stock's up 1,300% — but CEO says the real payoff's 4 years away"</a>, by Surbhi Jain, reports that Rigetti Computing Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>) stock has surged over 1,300% on quantum hype, but CEO Subodh Kulkarni cautions that true commercial quantum advantage — and meaningful returns — are still about four years away.
<a href="https://www.benzinga.com/trading-ideas/movers/25/07/46481193/netflix-q2-fueled-by-price-ads-squid-game-q3-set-to-repeat">"Netflix Q2 fueled by price, ads, Squid Game; Q3 set to repeat"</a>, by Adam Eckert, reports that Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) delivered a strong Q2 thanks to subscription price hikes, increased ad revenue, and the return of Squid Game, and analysts anticipate similar momentum in Q3.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/trading-ideas/movers/25/07/46444470/gamesquare-holdings-stock-is-surging-wednesday-whats-going-on">GameSquare Holdings Stock Is Surging Wednesday: What's Going On?</a>
<a href="https://www.benzinga.com/markets/tech/25/07/46471676/meta-palantir-amazon-ai-datacenter-growth">Meta, Palantir, Amazon Are All-In On AI—Can Datacenters Keep Up?</a>
<a href="https://www.benzinga.com/trading-ideas/movers/25/07/46424062/rocket-lab-stock-launches-to-new-all-time-highs-whats-going-on">Rocket Lab Stock Launches To New All-Time Highs: What's Going On?</a>

The Bears
"GameStop CEO is not scared of the short sellers, calls it ‘un‑American' to bet against business — but it's a free market", by Adam Eckert, reports that GameStop Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GME#NYSE">GME</a>) CEO Ryan Cohen pushed back on skeptics—calling short-selling "un‑American" — while reaffirming confidence in the company's turnaround and the strength of its free-market model.
<a href="https://www.benzinga.com/trading-ideas/movers/25/07/46398722/plug-powers-hot-streak-stalls-as-wall-street-frets-over-warrant-surprise">"Plug Power's hot streak stalls as Wall Street frets over warrant surprise"</a>, by Akanksha Bakshi, reports that Plug Power Inc. (NASDAQ: PLUG) shares dropped over 7% after the company filed to register 31.5 million shares for resale—raising investor concerns about dilution despite the stock being up 8% over the prior week thanks to a hydrogen supply deal and supportive federal policy developments.
<a href="https://www.benzinga.com/news/space/25/07/46481437/blacksky-stock-drops-after-hours-what-happened">"BlackSky stock drops after hours — what happened?"</a>, by Erica Kollmann, reports that BlackSky Technology Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BKSY#NYSE">BKSY</a>) saw its shares fall after hours following weaker-than-expected Q2 bookings, prompting investor concerns about near-term revenue visibility despite the company reaffirming its full-year guidance.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/trading-ideas/movers/25/07/46393365/salesforce-underperforms-market-as-growth-concerns-plague-crm-giant">Salesforce Underperforms Market As Growth Concerns Plague CRM Giant</a>
<a href="https://www.benzinga.com/trading-ideas/technicals/25/07/46504921/stock-of-the-day-pepsicos-former-floor-becomes-ceiling-sellers-lining-up">Stock Of The Day: PepsiCo's Former Floor Becomes Ceiling — Sellers Lining Up</a>
<a href="https://www.benzinga.com/markets/equities/25/07/46499876/wall-street-friday-stocks-today-trump-netflix-earnings">Stocks Slip As Netflix Fails To Impress, Bitcoin Eyes Negative Week: What's Moving Markets Friday?</a>

Keep up with all the latest breaking news and trading ideas by following <a href="https://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener">Benzinga</a><a href="http://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener"> on X</a>.
Image created using artificial intelligence via Midjourney.

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Benzinga Bulls And Bears: Netflix, GameStop, Plug Power — And Defense Stocks Soar

Wells Fargo analyst Steven Cahall maintains Netflix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) with a Overweight and raises the price target from $1500 to $1560.

Wells Fargo Maintains Overweight on Netflix, Raises Price Target to $1560

Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) stock is down Friday after the company beat analyst estimates for <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46481193/netflix-q2-fueled-by-price-ads-squid-game-q3-set-to-repeat">the second quarter.</a> Investors see the beat as lower than expected, and higher costs in the second half could be scaring some away.
The streamer is trading near all-time highs. Patient investors earned strong returns over the years — 146% over the last five years. One investor who may not have been patient enough was Bill Ackman.
Ackman Buys Netflix: Pershing Square Capital, Ackman&#8217;s hedge fund, acquired 3.1 million shares in Netflix for more than $1 billion in January 2022.
In a <a href="https://assets.pershingsquareholdings.com/2022/01/26170421/Pershing-Square-Capital-Management-L.P.-Releases-Letter-to-Investors-01-26-2022.pdf">letter </a>to shareholders at the time, Ackman said Netflix was a winner in the growth of streaming over linear TV.
"It&#8217;s subscription-based, highly recurring revenues, which have enormous future growth potential," Ackman said. Netflix has "industry-leading content," which gives it a competitive moat and pricing power over rival streaming services, he added.
The Pershing Squre CEO also highlighted a growing global subscriber base and room for expansion.
Several months later, a poor earnings report from Netflix and uncertainty around the streamer's push into future ad-supported subscription plans spooked Ackman.
The investor <a href="https://www.benzinga.com/news/22/04/26729702/bill-ackman-exits-netflix-stock-after-400m-loss">cashed out of part </a>of the position and later fully exited from the investment by April 2022, taking a loss of around $400 million.
"Changes in the company's future subscriber growth can have an outsized impact on our estimate of intrinsic value."
Ackman said a hybrid approach of paid and ad-supported plans could be "sensible," but would make it tough to predict subscriber growth, future revenues and operating margins.
"We require a high degree of predictability in the businesses in which we invest due to the highly concentrated nature of our portfolio," Ackman said as the time.
Ackman said the hedge fund had lost confidence in predicting Netflix's future with certainty.
Read Also: <a href="https://www.benzinga.com/news/sports/25/07/46375547/bill-ackman-jeered-for-tennis-match-by-former-champions-the-biggest-joke-ive-ever-watched">Bill Ackman Jeered For Tennis Match By Former Champions: &#8216;The Biggest Joke I&#8217;ve Ever Watched&#8217;</a>
Missed Profits: At the time of Ackman's sell, Netflix stock traded at around $225. While this was down from purchase prices in the $350 to $410 range, the stock continued to go lower after Ackman's sale.
With Netflix stock trading down to $175 later in 2022, Ackman's exit looked like the right decision.
Over a year later, Netflix stock climbed back up to Ackman's cost basis and continued to rise.
Today, Netflix trades at $1,208.97, down from its 52-week high of $1,341.15 set just weeks ago.
Ackman's original 3.1 million share purchase would be worth $3,745,327,000 today.
Ackman announced the Netflix stake on Jan. 26, 2022 saying the hedge fund had been acquiring shares since Jan. 21, 2022. Netflix stock traded between $351.46 to $409.15 over that six day period.
Based on the highest price, Ackman paid up to $1,268,365,000 for 3.1 million shares.
That means Ackman missed out on potential profits of $2,476,962,000 by selling Netflix stock early.
To put this another way, an investor who bought $1,000 in Netflix stock on the day it was revealed Ackman sold could have bought 4.02 shares based on a price of $248.70. That investment would be worth $4,860.06 today, representing a 380.6% increase.
What's Next: Netflix beat second-quarter estimates thanks to several successful shows and movies, including the premiere of the third and final season of "Squid Game." The company also cited having higher subscriber revenue from user growth and higher priced plans. Advertising revenue also rose in the quarter.
Going forward, Netflix has key releases in the second half including new seasons of "Wednesday" and "Stranger Things".
Netflix is also expanding its live events with a key boxing fight and two NFL games on Christmas day.
While Ackman may not have been sure on how Netflix would play out with the launch of ad-supported plans, they are a key to the business today, and with live events seeing a boost from overall revenue thanks to advertisements.
Netflix said it expects its advertising revenue to double this year compared to last year.
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