Travis Hoium: Is AI disruption coming for every corner of the market? Motley Fool Money starts now. Welcome to Motley Fool Money. I'm Travis Hoium I'm joined today by Lou Whiteman and Rachel Warren. We got to start with some of the big topics of the week. This is a heard of earning season. There are dozens of companies reporting every single day. One of the big things that popped out to me this week was actually Spotify, a company, we don't talk about a whole lot, but you may be listening to us on Spotify, ...

BOULDER, Colo., Feb. 17, 2026 (GLOBE NEWSWIRE) -- Gaia, Inc. (NASDAQ: GAIA), a conscious media and community company, will conduct a conference call on Monday, March 2, 2026, at 4:30 p.m. Eastern time (2:30 p.m. Mountain time) to discuss its financial results for the fourth quarter and full year ended December 31, 2025. The company will report its financial results in a press release prior to the call. Gaia management will host the conference call, followed by a question and answer period. Date: Monday, Mar ...

Netflix (NASDAQ: NFLX) has been a growth stock darling of the first quarter of the 21st century. Going from a simple service mailing digital video discs through the U.S. Postal Service to a tech-forward first-adopter of the full power of the accelerated internet, Netflix has rewarded long-term shareholders with amazing returns. The question every investor faces with a highly successful company is what the next chapter of the story looks like. For Netflix, investors have their attention squarely focused on ...

Shares of Roku jumped more than 6% on Friday after the video streaming company posted fourth-quarter results that trounced analysts' expectations and offered strong guidance.Here's how the company did based on analysts' estimates compiled by LSEG: Earnings per share: 53 cents adjusted vs. 28 centsRevenue: $1.39 billion vs. $1.35 billion"The biggest driver of our subscriptions business is just the secular trend of more and more services moving into a service like premium subscriptions instead of just doing t ...

导语：长剧与短剧的激烈碰撞，绝非零和博弈下的取代，而是在持续地相互借鉴与交融中，共同走向一个更成熟、更 多元的"好内容"时代。 2025 年的视频行业可以说是"冰火两重天"。 一边是短剧市场持续狂热，用户日均观看时长突破两小时，市场规模以惊人速度冲向千亿级，仿佛整个时代的流 量与热钱都在此汇聚；另一边的长剧却遭遇 "体感最冷"一年，头部剧集有效播放量普遍下滑，"爆款难出"与"增 长焦虑"成为行业挥之不去的阴云。 然而，冰火两极并非事实的全部。看似短剧在单方面碾压，但《藏海传》《生万物》《反人类暴行》等爆款又在 证明长剧生命力依旧。 这看似矛盾的现象，恰恰揭示了行业正在经历一场价值重估与生态分层。也就是说，短剧的冲击并未扼杀用户对 长剧的需求，而是像一面镜子，迫使市场重新审视不同内容的底层价值。 早期的短剧常与 "土味"、"狗血"、"爽文"等标签绑定，追求极致的情绪刺激和快速的投流回报。然而 2025 年 的短剧爆款，正集体告别这种单一范式，向精品化与深度共鸣演进。 例如，主打现实温情的《家里家外》凭借川渝特色和情感刻画，上线 3 天播放量即破 10 亿，更在豆瓣获得了 7.9 的高分；改编自热门小说的《盛夏芬 ...

随着农历马年的脚步越来越近，长视频平台在春节档的布局日渐清晰。 长剧方面，从陆续开播、定档以及待播的重点项目来看，今年春节前后播出的剧集数量预计在20部左右，题材涉及历史、现实、古偶、悬疑、年代、现 偶、喜剧等多元赛道，基本覆盖了各个圈层受众的观剧需求。 然而比起隔壁短剧的声势浩大，长剧这边在经历了前两年春节档的接连"哑火"后似乎变得越发收敛。正在热播的头部大剧们仍在奋力冲刺试图扩圈，即将 列队上线的新剧们虽类型丰富却实力相对平均，难道2026长剧春节档真的就这样一"平"到底了？ "该爆"的还没爆 论项目整体体量，其实近期上线的《太平年》《生命树》《唐宫奇案之青雾风鸣》《成何体统》等剧几乎代表了各平台在今年剧集春节档的较高水平，它 们之中大多数的收官时间也都会横跨春节假期。 其中适合春节热闹氛围的喜剧题材居多，最经典的当属已陪伴观众二十载的《乡村爱情》系列，最新一季已于2月10日登陆优酷。在正式开播前，以"赵四 葬礼"为开场的预告片便将词条#乡村爱情18赵四嘎了#推上热搜高位，到了正片中才知道是一场自导自演的"假死闹剧"。 而这些剧的市场表现亦不乏可圈可点之处，像已进入尾声的古装历史大剧《太平年》虽前期热度因 ...

Roku forecasts annual revenue above estimates, shares rise | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A video sign displays the logo for Roku Inc, a Fox-backed video streaming firm, in Times Square after the company's IPO at the Nasdaq Market in New York, U.S., September 28, 2017.... [Purchase Licensing Rights, opens new tab] Read moreFeb 12 (Reuters) - Roku [(ROKU.O), opens new tab] forecast annual revenue above Wall Street e ...

Core Insights - Gaia, the world's largest conscious streaming service, is hosting the Emersion Conference 2026 on March 14-15, 2026, at the GaiaSphere Event Center in Boulder, Colorado, with tickets now available for purchase [1][4]. Event Details - The fifth annual Emersion Conference will feature a unique lineup of visionaries who will guide attendees through immersive experiences aimed at healing and personal transformation [2]. - General admission tickets are priced at $599, while a two-day livestream pass is available for $99, allowing access to live and replay content [4]. - Gaia+ members receive a 25% discount on in-person tickets, and an annual membership costs $299, which includes access to the conference and previous events [4]. Company Overview - Gaia operates as a member-supported global video streaming service, offering content in four primary channels: Seeking Truth, Transformation, Alternative Healing, and Yoga, in four languages [5]. - The platform boasts over 10,000 titles, with more than 85% being exclusive to Gaia, and approximately 75% of viewership comes from content produced or owned by the company [5]. - Gaia is accessible on various platforms, including Apple TV, iOS, Android, Amazon Fire, Roku, and through Amazon Prime Video and Comcast Xfinity [5].

剧集市场的"开年大戏"还在陆续上新，各大视频平台已经摩拳擦掌备战剧集春节档。 《生命树》还在热播，爱奇艺火速空降《成何体统》，《除恶》《岁月有情时》等也被安排在了春节档（戳链接：长短够强、热梗够密，爱奇艺提前 抢占春节档）；腾讯视频开年播了《小城大事》，《纯真年代的爱情》《玫瑰丛生》也定档在2月排播；优酷先播了《唐宫奇案之青鸾凤鸣》，《乡村爱 情18》也紧随其后开播。 总体来看，各大平台各出奇招，做了一定程度的创新，试图以新鲜感和优质内容来抓住观众的注意力。 其实细看2026开年，剧集的大盘依旧不算热闹，回想2025年，剧集市场话题不少，但数据实绩却不太多。 据相关数据显示，2025年Q3上新的长剧中，只有《生万物》在热播期集均突破了4500万，集均突破2000万的只有6部作品，曾经被抱有爆款期待的多部大 剧远没有达到预期效果。 客观来说，虽然剧集市场并没有完全被盘活，但几大平台也各自在全年有代表作傍身，从年初的《漂白》《藏海传》《国色芳华》到暑期档的《生万物》 《许我耀眼》，但始终是热剧有余，全民爆款不足。 去年8月，国家广播电视总局发布了"广电21条"，其中包括大力发展精品内容、不严格限制古装剧数量、大力 ...

Core Insights - Youku has launched a dedicated page for "Human Treasure AI High-Definition Restoration of Classics," utilizing its self-developed generative AI model to restore over ten classic Chinese TV dramas, including "Dream of the Red Chamber," "Romance of the Three Kingdoms," "Water Margin," and "Journey to the West" [1] Group 1: Technology Application - This marks the first systematic application of generative AI model technology in the restoration of classic films in China, achieving significant breakthroughs in image clarity, detail restoration, and temporal stability [3] - The AI restoration technology not only enhances image quality but also serves as a contemporary means of preserving classic cultural heritage [3] Group 2: Technical Details - The Youku technical team has developed a proprietary generative AI restoration system based on a 14 billion parameter model, leveraging hundreds of millions of high-quality film training data and vast computational resources [3] - To address the "restoration not resembling" issue, Youku trained a dedicated facial restoration model for key characters, ensuring accurate retention of actors' facial features during the restoration process [3] Group 3: Efficiency and Cost - The self-developed generative AI model demonstrates significant efficiency advantages; for instance, traditional manual restoration of the classic film "Shaolin Temple" takes 8 months, while Youku's AI system can complete the restoration in just 2 days, achieving over a hundredfold increase in efficiency [4] - This efficiency not only drastically reduces restoration costs but also enables the possibility of large-scale restoration of classic film libraries [4]