Netflix (NASDAQ: NFLX) operates the world's largest streaming platform for movies and television shows. The company ended 2025 with a record number of subscribers, a record amount of revenue, and record earnings, yet its stock has plummeted by 41% from its all-time high from last June. Netflix is in a fierce bidding war to acquire Warner Bros. Discovery (NASDAQ: WBD). The deal would add an entire slate of high-quality content to the Netflix platform, but it could come at a hefty cost of $82.7 billion (or m ...

大公司： 横店影视：连续2日收盘价跌幅偏离值累计超20% 法国金融市场管理局2月25日公布的文件确认，截至2月19日，阿尔诺家族在路易威登集团（LVMH）的 持股比例已升至50.01%的资本份额和65.94%的表决权份额。（新浪财经） 宝莫股份：多位董高人员辞职，总经理代行董秘职责 36氪获悉，宝莫股份公告，因公司控制权转让后续安排，董事长陶旭城、副董事长冉卫东、董事文莉和 罗雅心辞职，文莉因工作交接将履职财务负责人至2026年2月28日，其余已完成交接。因工作内容和个 人原因，副总经理、董秘张世鹏和人事行政总监、证代廖媛媛也辞职，张世鹏仍任副总经理。截至公告 披露日，上述人员均未持股、无相关承诺问题。董事会指定总经理李鼎代行董秘职责，期限不超3个 月。 联想：基础设施业务第三财季营收同比增长超30% 联想集团执行副总裁兼中国区总裁刘军在内部邮件中特别指出，联想中国区基础设施业务取得里程碑式 进展。其中，服务器业务营收年比年增长17%，CSP（云基础设施）已拿下多家互联网厂商大单、营收 同比增长37.1%，E/SMB（企业基础设施）营收年比年提升52%；联想AI服务器业务实现两位数高速增 长，尤其在国内实现6 ...

Group 1 - The debut of the streamer's podcasts, including "The Pete Davidson Show," has sparked discussions about the definition of the podcast medium [1]

派拉蒙天舞(PSKY.US)盘前涨1.6%，报10.56美元。奈飞(NFLX.US)盘前涨1.3%，报79.09美元。 消息面上，派拉蒙将收购华纳兄弟探索的现金报价提高至每股31美元。新提案加入多项保护条款，包括 若收购交易未能在9月30日前完成，将启动每季每股25美分的延期补偿金；此外，若最终遭监管机构否 决，派拉蒙将向华纳支付70亿美元等。华纳兄弟探索表示，派拉蒙的新收购报价可能带来优于与奈飞现 有协议的交易，同时公司并未撤回其建议投资者支持奈飞以每股27.75美元收购其电影制片业务和HBO 业务的协议。(格隆汇) ...

Group 1: Stock Splits and Market Position - Netflix completed a 10-for-1 stock split in November and is currently 43% below its record high [1] - ServiceNow completed a 5-for-1 stock split in December and is currently 56% below its record high [1] - Analysts believe both stocks are undervalued, with expectations of substantial gains [1][2] Group 2: Netflix Overview - Netflix is the leading streaming service with the most subscribers and accounts for a significant percentage of television viewing time [4] - The streaming video market is projected to grow at 22% annually through 2030 [4] - Netflix has differentiated itself with original content, leveraging user data for content development [5] - The company made an all-cash bid for Warner Bros. Discovery's streaming and studio business for $83 billion, which may increase debt and impact cash flow [6] - The acquisition could provide rights to major franchises, potentially driving long-term growth [7] - Wall Street expects Netflix's earnings to grow at 22% annually over the next three years, making its current valuation of 30 times earnings attractive [8] Group 3: ServiceNow Overview - ServiceNow serves as an enterprise control tower, integrating workflows across various departments [10] - The company is recognized as a leader in business orchestration and automation technologies [10] - ServiceNow reported a 20% revenue increase to $3.5 billion and a 26% increase in non-GAAP net income to $0.92 per diluted share [12] - The company has added generative AI capabilities to its software, enhancing its position in IT software [11] - Wall Street expects adjusted earnings to increase by 19% in 2026, making its current valuation of 29 times earnings attractive [12] - More than 85% of Fortune 500 companies use ServiceNow, reducing the likelihood of widespread disruption from AI tools [12] Group 4: Analyst Target Prices - Vikram Kesavabhotla at Baird values Netflix at $150 per share, implying a 95% upside from its current price of $77 [9] - The median target price among 49 analysts for Netflix is $111 per share, indicating a 44% upside [9] - Keith Weiss at Morgan Stanley values ServiceNow at $210 per share, implying a 103% upside from its current price of $103 [9] - The median target price among 47 analysts for ServiceNow is $180 per share, suggesting a 75% upside [9]

Netflix (NASDAQ: NFLX) have been distracted of late, and it's easy to understand why. Late last year, the company agreed to acquire studio and streaming assets from Warner Bros. Discovery in a deal valued at $72 billion. While the agreement was initially welcomed by shareholders, it kicked off a contentious takeover bid and proxy battle by Paramount Skydance, and the ensuing drama continues to this day. Even without the streaming and studio assets from Warner Bros., the streaming giant's biggest growth dri ...

（央视财经《正点财经》）围绕华纳兄弟探索公司的收购战持续升温。派拉蒙天舞日前提交收购要约， 试图以更优厚的交易保障条款在这场价值数百亿美元的并购竞争中后来居上。华纳兄弟探索公司24日表 示，已收到修订后的收购提案，董事会已启动评估程序。 修订后的提案显示，派拉蒙天舞将收购华纳兄弟探索公司的报价提高至每股31美元，并显著强化了交易 保障条款：若因监管原因导致交易失败，派拉蒙天舞支付的监管终止费也从58亿美元提高至70亿美元； 若交易在今年9月30日后仍未完成，每推迟一个季度需支付每股0.25美元的"延期补偿费"。此外派拉蒙 天舞还承诺，若交易终止，将承担华纳兄弟探索公司原需向奈飞支付的28亿美元解约金。 编辑：潘煦 转载请注明央视财经 华纳兄弟探索公司称目前正对该要约进行评估。公司董事会表示，将审慎判断其是否优于与奈飞达成的 收购协议，同时强调与奈飞的现有协议仍然有效，董事仍建议股东支持与奈飞的交易；同时提醒股 东"现阶段无需就派拉蒙天舞修订后的要约采取任何行动"。 据悉，奈飞此前已与华纳兄弟探索公司达成协议，拟以每股27.75美元收购其旗下流媒体服务。根据协 议条款，如果华纳兄弟探索公司认为派拉蒙天舞的收购条 ...

Hey, Melissa. Yeah. Uh, Paramount's made a big step towards its long-term goal here of acquiring Warner Brothers Discovery with the uh decision of the Warner Brothers board, which we learned about just a short time ago, uh, to determine that the new proposal from Paramount uh, could reasonably be expected to lead to a superior proposal.It's a big step for Paramount. Um and it puts them in what I would argue is sort of the lead position at this point uh in terms of again their um their goal of acquiring Warn ...

智通财经获悉，华纳兄弟探索公司(WBD.US)周二表示，派拉蒙天舞公司(PSKY.US)提出的每股31美元 的新收购要约，相比奈飞(NFLX.US)现有协议或将更优，这引发了这家知名好莱坞制片厂新一轮的潜在 竞购战。 根据周二的一份声明，华纳兄弟并未撤回其建议投资者支持奈飞每股27.75美元收购其制片厂和HBO业 务的协议。相反，它表示派拉蒙的最新条款已达到进一步谈判的门槛。 派拉蒙的最新攻势表明，由戴维·埃里森领导的这家公司短期内不会放弃对华纳兄弟的竞购。这份加价 后的要约将测试奈飞是否愿意为华纳兄弟的制作工作室及其包括DC漫画系列和《权力的游戏》在内的 片库支付更高代价。 华纳兄弟表示："董事会尚未就修订后的"派拉蒙提案是否优于与奈飞的合并做出决定"。该公司计划与 派拉蒙进行更多谈判，并表示如果董事会支持这份加价后的要约，奈飞将有四个工作日的时间做出回 应。 董事会的这一决定是在派拉蒙获准再次与华纳兄弟进行谈判的七天期限之后做出的。自9月以来，派拉 蒙一直在寻求收购HBO和CNN的母公司，多次提高报价并修改了华纳兄弟董事会要求的条款。 本文源自：智通财经 派拉蒙修订后的提案比该公司之前每股30美元的报价提 ...

美国娱乐巨擘华纳兄弟探索(Warner Bros. Discovery)表示，派拉蒙Skydance(Paramount Skydance)提出每 股31美元的新收购报价，可能带来优于其与串流巨头Netflix现有协议的交易。 华纳兄弟发表声明，称 公司并未撤回其建议投资者支持Netflix以每股27.75美元收购其电影制片业务和HBO业务的协议。不 过，派拉蒙提出的最新条款已达到进一步磋商的门槛。 派拉蒙修订后的提案，包括较此前每股30美元 的报价提高1美元。此前，那份报价包括债务在内的估值约为1080亿美元。按相同口径计算，Netflix的 提案估值为827亿美元，不过华纳兄弟认为，分拆其有线电视频道业务将为投资者带来额外价值。派拉 蒙新提案加入多项保护条款，包括若收购交易未能在9月30日前完成，将启动每季每股25美分的延期补 偿金(ticking fee)；此外，若最终遭监管机构否决，派拉蒙将向华纳支付70亿美元等。 华纳兄弟表示， 董事会尚未就修订后的派拉蒙提案是否优于与Netflix的合并方案作出决定。公司计划与派拉蒙作进一步 磋商，并称如果董事会支持这份加码报价，Netflix将有4个工作日作出回 ...