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internet-content: Archive
Amazon Bets on AI Spending: Will Capex Drive Growth or Prove Risky?
by Zacks Equity Research
AMZN pours $31.4B into AI and cloud in Q2, aiming for $100B capex this year as it races to scale AWS and expand enterprise contracts.
AMZNNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change
artificial-intelligence internet-content retail
Is Disney's DTC Momentum the Key to Reviving Entertainment Margins?
by Zacks Equity Research
DIS's DTC turnaround, fueled by subscriber growth and price hikes, is emerging as the core driver of its entertainment recovery.
NFLXNegative Net Change DISNegative Net Change WBDPositive Net Change
communications consumer-discretionary internet-content
Will Amazon Partnership Help Netflix Double Ad Revenue Targets?
by Vasundhara Sawalka
NFLX-AMZN DSP deal expands reach to 94M ad users. NFLX up 40% YTD as ad tier drives 55% of signups, supporting 2025's revenue doubling targets.
AMZNNegative Net Change NFLXNegative Net Change DISNegative Net Change WBDPositive Net Change
consumer-discretionary internet-content
NFLX vs. PSKY: Which Streaming Giant Has Better Upside Potential?
by Vasundhara Sawalka
Netflix trades at 41.7x P/E vs PSKY's 9.5x, but Netflix's 34% margins, $8B cash flow & strong content pipeline justify a premium over debt-laden Paramount Skydance.
NFLXNegative Net Change PSKYPositive Net Change
consumer-discretionary internet-content
Disney Trades at 18.41x Discounted P/E: Buy, Sell or Hold the Stock?
by Vasundhara Sawalka
DIS trades at 18.41x P/E, below historical averages. Despite streaming profits & park growth, hold for better entry as 2026 expansions create near-term risks.
AMZNNegative Net Change NFLXNegative Net Change DISNegative Net Change WBDPositive Net Change
consumer-discretionary internet-content
Can Sports Engagement Emerge as ROKU's Next Pillar for Revenue Growth?
by Zacks Equity Research
Roku is leaning into live sports to grow high-value viewership, lift engagement and attract premium advertising dollars.
AMZNNegative Net Change NFLXNegative Net Change ROKUNegative Net Change
ad-tech consumer-discretionary internet-content tech-stocks
DocuSign Shares Rise 4.7% Post Q2 Earnings & Revenue Beat
by Zacks Equity Research
DOCU's Q2 earnings and revenues beat estimates by 9.5% and 2.8%, respectively, boosting shares by 4.7% and fueling an upbeat FY26 outlook.
IPGNegative Net Change FINegative Net Change DOCUNegative Net Change
computers internet internet-content
ROKU vs. CMCSA: Which Streaming Stock is Better Positioned for Growth?
by Kashvi Chandgothia
Roku's content, commerce and ad synergy give it an edge as CMCSA navigates slower streaming profitability.
CMCSANegative Net Change ROKUNegative Net Change
advertising consumer-discretionary entertainment internet-content
Can Rising Streaming Hours Translate Into Revenue Gains for Roku?
by Zacks Equity Research
As ROKU's streaming hours surge, the key question is whether engagement will translate into revenue.
AMZNNegative Net Change NFLXNegative Net Change ROKUNegative Net Change
ad-tech artificial-intelligence consumer-discretionary internet-content tech-stocks
Can ROKU Channel Push Shares Higher After 19.8% 6-Month Rally?
by Vasundhara Sawalka
ROKU rises 19.8% over 6 months on strength in Roku Channel, but elevated valuation suggests holding existing positions while waiting for better entry points in 2025.
NFLXNegative Net Change DISNegative Net Change WBDPositive Net Change ROKUNegative Net Change
consumer-discretionary internet-content
Bumble App Revenues Decline: Is User Churn a Bigger Threat to Growth?
by Zacks Equity Research
BMBL's revenue drop and shrinking paying user base highlight churn as a bigger threat than short-term sales swings.
MTCHNegative Net Change BMBLPositive Net Change GRNDPositive Net Change
internet-content tech-stocks
Disney vs. Comcast: Which Theme Park Giant is a Stronger Pick?
by Vasundhara Sawalka
DIS beats CMCSA despite the valuation gap. Streaming profits, theme park dominance, and Abu Dhabi expansion create a superior growth runway versus Epic Universe gains.
CMCSANegative Net Change DISNegative Net Change
consumer-discretionary internet-content
Should You Buy Netflix at 40.8x P/E? 3 Reasons Despite the Premium
by Vasundhara Sawalka
Buy NFLX despite 40.8x P/E. Ad transformation, robust content investments and strong cash generation drive multi-year outperformance.
AMZNNegative Net Change AAPLPositive Net Change NFLXNegative Net Change DISNegative Net Change
consumer-discretionary internet-content
PINS Focuses More on AI for Personalized Content: A Key Growth Driver?
by Supriyo Bose
Pinterest doubles down on AI-driven personalization and ad tools to boost user engagement and long-term monetization growth.
AMZNNegative Net Change MSFTPositive Net Change PINSPositive Net Change
ad-tech artificial-intelligence internet-content mobile social-media tech-stocks
Bumble's Customer Retention Rate Slips: Is Growth Getting Harder?
by Zacks Equity Research
BMBL's paying users fell 8.7% to 3.8M in second-quarter 2025. Despite AI investments and cost cuts, retention challenges deepen further.
MTCHNegative Net Change BMBLPositive Net Change GRNDPositive Net Change
artificial-intelligence internet-content social-media tech-stocks
BMBL vs. META: Which Social Connection Stock Offers Better Upside?
by Vasundhara Sawalka
Meta Platforms' 22% revenue growth & AI leadership via Llama 4 overshadow Bumble's discount valuation. Despite premium pricing, META offers superior upside potential.
BMBLPositive Net Change METAPositive Net Change
internet-content social-media tech-stocks
Stock Market News for Aug 15, 2025
by Zacks Equity Research
Wall Street closed mixed on Thursday after a choppy session.
VIPSPositive Net Change WBPositive Net Change EQXNegative Net Change
gold internet-content
NFLX vs. ROKU: Which Ad-Supported Streaming Stock is the Better Buy?
by Vasundhara Sawalka
Buy Netflix as ad revenues double & blockbuster content drives 16% growth; wait on Roku until sustainable profitability emerges despite platform strength.
NFLXNegative Net Change ROKUNegative Net Change
consumer-discretionary internet-content
Should Your Portfolio Include PINS Stock Post Modest Q2 Results?
by Supriyo Bose
Pinterest's solid Q2 revenues and AI-driven ad tools fuel growth, but rising costs and tough competition weigh on margins.
AMZNNegative Net Change SNAPPositive Net Change PINSPositive Net Change METAPositive Net Change
advertising artificial-intelligence internet-content tech-stocks
Don't Overlook These Chinese Tech Stocks as Q2 Earnings Approach: NTES, VIPS
by Shaun Pruitt
Set to report their Q2 results on Thursday, August 14, NetEase (NTES) and Vipshop (VIPS) are two top-rated Chinese tech firms that investors will want to pay attention to.
NTESPositive Net Change VIPSPositive Net Change JDNegative Net Change BABANegative Net Change
ad-tech advertising dividends e-commerce earnings gaming internet internet-content investing software tech-stocks
2 Internet Content Stocks to Watch From a Challenging Industry
by Aniruddha Ganguly
The Zacks Internet - Content industry participants like YELP and OPRA are benefiting from expanding mobile, digital and cloud-based offerings amid challenging global macroeconomic conditions.
YELPNegative Net Change OPRAPositive Net Change
internet-content tech-stocks
Tucows Q2 Loss Narrows Y/Y on 10% Revenue Gain, Segment Growth
by Zacks Equity Research
TCX Q2 earnings improve with a 10% y/y revenue rise, strong Wavelo Platform and Tucows Domains growth, and Ting Internet's shift to a capital-light model, boosting profitability.
TCXPositive Net Change
earnings internet-content
Parks & Streaming Drive Disney's Q3 Results: Time to Buy the Stock?
by Vasundhara Sawalka
DIS' Q3 beat shows record parks revenues and streaming profits, signaling a buy opportunity in 2025.
AMZNNegative Net Change AAPLPositive Net Change NFLXNegative Net Change DISNegative Net Change
consumer-discretionary internet-content
Warner Bros. Discovery Q2 Earnings Beat Estimates, Revenues Rise Y/Y
by Zacks Equity Research
WBD's second-quarter 2025 results reflect improvement in Distribution and Content revenues, offset by sluggishness in ad revenues.
NFLXNegative Net Change DISNegative Net Change WBDPositive Net Change
consumer-discretionary earnings internet-content
Disney Q3 Earnings Surpass Estimates, Revenues Increase Y/Y
by Zacks Equity Research
DIS' third-quarter fiscal 2025 results reflect growth in the domestic Parks, Experiences and Products segment.
DISNegative Net Change ATGENegative Net Change AFYANegative Net Change ASNegative Net Change
consumer-discretionary internet-content