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Streaming
Everything we've published tagged streaming.
Spotify Beat Earnings and Lost $7 Billion in a Day. Here's the Domino Chain.
A strong quarter, a weak forecast, and a selloff that tells you more about investor psychology than about music streaming.
Netflix Had Its Best Quarter Ever — and Lost $45 Billion in a Day
The real story isn't the earnings miss that wasn't. It's what happens when a $410 billion company signals that the easy growth is over.
Netflix Just Had Its Best Quarter Ever — and Lost 10% in a Day
The market punished Netflix for looking backward instead of forward, and the ripple effects go further than streaming.
Netflix Lost a Decade of Trust in One Afternoon
A nearly 10% drop, a founder walking away, and $12 billion in cash that nobody's sure what to do with — here's the domino chain that matters.
BHP's $4.3 Billion Side Hustle: Selling Silver to Buy the Future
The world's biggest miner just turned a by-product into a war chest for the energy transition — and the ripple effects go way beyond one stock.
Spotify Isn't a Music App Anymore — And That Changes Everything
The quiet shift from music jukebox to global audio platform is rewriting Spotify's economics, and most investors haven't caught up.
Netflix Got Paid $2.8 Billion for a Deal That Never Happened — and the Smartest Hedge Funds Noticed
The password-sharing crackdown reshaped Netflix's economics. A collapsed mega-deal just handed it a war chest. With earnings five days away, here's the domino chain most investors aren't mapping.