Tag: wall street

The Trade Desk delivered a solid Q2 with 19% YoY revenue growth, strong margins, and steady Q3 guidance, while also announcing a new CFO and adding AI-heavy expertise to its board. Despite the fundamentals, Wall Street hammered the stock, sending…

Warner Bros. Discovery is actively preparing to spin off its cable networks, signaling a definitive strategic pivot away from legacy linear assets. The company's structural reorganization, financial disclosures, and executive commentary all point to an impending split, likely timed after…

Netflix crushed Q1 2025 earnings with $10.54B in revenue and a 32% operating margin, but the real shift came with its decision to stop reporting subscriber counts—signaling a permanent pivot from growth optics to monetization metrics. By ditching the outdated…

Kirby breaks down the real streaming war—not the one between platforms, but the one waged by investors, analysts, and bankers behind the scenes. Instead of content and subscribers, this battle is about controlling narratives to move markets, where a well-timed…

Warner Bros. Discovery’s streaming unit posted a $409 million quarterly profit, a sharp turnaround from last year, while total subscribers hit 116.9 million—including HBO cable users. Meanwhile, linear networks saw a 5% revenue drop, with ad revenue plunging 17%. Despite…

The Trade Desk missed its revenue guidance for the first time in over eight years, causing shares to drop 27% after hours. Despite 22% revenue growth to $741 million and doubled net income, Wall Street reacted to the shortfall from…

Variety looks into Warner Bros. Discovery's myriad of challenges including legal battles, ad sales conflicts, and declining morale at CNN, while struggling to maintain relationships with key stakeholders like advertisers and sports leagues. WBD's financial health, impacted by a $9.1…

Netflix, having experienced dramatic fluctuations in its subscriber base and stock price, is shifting its focus away from subscriber numbers. This change, influenced by lessons from a 2022 subscriber loss, aims to emphasize other metrics such as revenue, operating income,…