The market may be down, but Netflix refuses to sink.
Revenue growth is starting to outpace content spend, Goldman writes.
New data on Netflix is evidence that the company is thriving. A survey shows that 84 percent of people are unlikely to not subscribe to the streaming service in the next 6 months. The company has gotten its act together and is starting to corner overseas markets.
The insurgent investor behind Elliott Management by far has the most campaigns outstanding in the most countries and the most offices of any activist fund, plus transformative wins at Hyunda and Telecom Italia.
Disney was already suffering after 'Solo' only raked in $83 million on opening weekend, but its week just got worse.
Disney is reportedly considering giving up Sky UK to push its Fox deal through.
CEO Bob Iger touts the strength of the company's film and theme park businesses on a quarterly earnings call while noting its new streaming products do not rely on acquiring Fox's assets for success.
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