Netflix: Unstoppable or Overvalued?
Briefly

Disney has announced that it will appoint a new chief executive by early 2026, indicating potential strategic shifts within the company that could reshape its direction, especially in light of evolving market conditions.
When discussing Netflix's latest earnings report, we identified five significant pressure points: advertising strategies, the potential threat of bundling with other streaming services, the impact of theatrical releases, employee compensation strategies, and the challenge of sustaining growth in an increasingly competitive landscape.
As we evaluate World Series ratings, it's important to consider the changing demographics and viewing habits of sports fans today. Predictions suggest that traditional audience metrics may not fully capture the event's reach due to shifts in how younger generations consume content.
Read at The Ringer
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