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Netflix Q3 Earnings Beat Expectations, Outlook Weak

"Now Streaming" is The Fly's weekly recap of the stories surrounding the biggest content streamers.PLAYING THIS WEEKEND:Among this weekend's most notable new streaming content is season three of Netflixromantic comedy series "Nobody Wants This," starring Kristen Bell and Adam Brody. Netflix subscribers can also catch the new season of French mystery thriller series "Lupin," while Prime Videousers can watch season two of action thriller series "The Terminal List," starring Chris Pratt and Taylor Kitsch.NETFLIX RESULTS:Earlier this week, Netflix reported better-than-expected Q3 earnings per share with revenue that was in-line with consensus estimates. Operating margin grew to 34.6% from 28.2% year-over-year, with the company noting that revenue growth was driven primarily by subscription revenue, reflecting increases in memberships and pricing, growth in advertising revenue and a favorable impact from F/X rates, net of hedging. Looking ahead, Netflix provided a downbeat outlook for Q4 earnings and revenue and a below-consensus revenue outlook for fiscal 2026.Following the report, at least a dozen securities analysts cut their price targets on the shares, with UBS saying that the Q3 results were in line on revenue with better expense-timing-driven profits, while softer Q4 guidance and weaker advertising point to 2026 revenue at the low end of guidance. Margins and long-term goals remain intact, with improved U.S. content execution, focused investment in core film/TV/live offerings, and a new Chief Content Officer key to restoring engagement and growth, the firm added.Additionally, Needham analyst Laura Martin downgraded Netflix to Hold from Buy without a price target. The company's FX-neutral revenue growth decelerated from 14% in Q1 to 12% in Q2 and to 11% in Q3, with single-digit revenue growth projected in FY27, the analyst tells investors in a research note. Netflix content problem "seems clear", and while the firm believes Peter Rice is "an excellent TV executive," it will take him about two years to fix the company's $20 billion content slate, Needham noted, stating that the strategic position at Netflix relative to YouTubeis deteriorating.COMCAST RESULTS:Comcastalso reported quarterly results this week, with adjusted earnings per share and revenue for the third quarter coming in ahead of consensus estimates. Of note, Comcast's Peacock streaming platform delivered EBITDA of $261M, increasing $478M year-over-year, with paid subscribers on the platform rising 17% year-over-year to 48M. Looking ahead, CFO Jason Armstrong said during the company's earnings call, "We're simplifying our organizational structure to move faster, improve execution, and operate more efficiently. As part of this transformation, we do expect to take a significant charge in the fourth quarter... We expect to have a significant charge in the fourth quarter related mostly to our transformation efforts, and I would quantify that at over $1 billion."Following the report, several analysts lowered their price targets on the stock, with Citi saying the upcoming "transformation activities" to which the company alluded are "apt to create some uncertainty on 2027 expectations." Meanwhile, Goldman Sachs analyst Michael Ng lowered the firm's price target on Comcast to $23 from $24 and maintained a Neutral rating on the shares. The company's results demonstrated improving trends in Connectivity & Platforms segment EBITDA and broadband ARPU, which should continue in Q4 and provide confidence in Comcast's convergence strategy, the analyst tells investors in a research note. That said, broadband net losses missed and likely will continue to see pressure from increasing competition well the management focuses more on managing broadband as part of the overall converged relationship, the firm added.COMCAST JOB CUTS:Prior to the release of the Q3 print, Bloomberg's Kelcee Griffis reported that Comcast intends to cut a significant number of jobs as part of a broader overhaul of its cable TV, broadband, and wireless businesses. The reorganization is meant to put the company in a stronger position to operate as an independent entity after it spins off the NBCUniversal businesses in 2027, the author noted.SKYDANCE INVESTMENT:On Wednesday, John Malone said he predicts SpaceXcould invest $8B-$10B in Skydanceand secure a global content-output deal, helping David Ellison reduce the media company's debt burden while giving Elon Musk's company access to content and other assets, The Hollywood Reporter's Alex Weperin reported. "I think there's a deal coming there," Malone said at the Paley Center International Council Summit, pointing to the financial ties between Musk and Oraclefounder Larry Ellison, David Ellison's father and a major backer of Skydance. A day later, Semafor's Rohan Goswami reported that Elon Musk has invested roughly $1B in Skydance, according to people familiar with the matter.VERSANT/DISNEY:Versantannounced a licensing agreement to stream season one of E!'s The Golden Life on Hulu. The first two episodes will be available on Hulu and Hulu on Disney+for bundle subscribers in the U.S. beginning November 3, with remaining episodes available seven days after premiering on E!.FUBO/NBA:On Thursday, FuboTVannounced new distribution agreements for carriage of seven regional sports networks for the 2026-2027 National Basketball League season. The Fubo streaming service will continue to carry local coverage of the following teams in each respective market through new distribution agreements: Atlanta Hawks; Charlotte Hornets; Detroit Pistons; Miami HEAT; Milwaukee Bucks; Oklahoma City Thunder; Orlando Magic. Carriage of the Los Angeles Clippers was previously announced through a direct distribution agreement with the NBA and the team.STOCK PLAYS:Other publicly traded companies in the streaming space include Apple, AMC Networks, Fox, and Roku.

Oracle Commits $1B to Support Partner Ecosystem

Oracle announced a $1B commitment to its partner ecosystem to help partners capitalize on customer demand for AI-powered solutions and services. Spanning the next four years, the investment is intended to expand opportunities for partners to develop innovative solutions, build specialized expertise, and deliver the technology and services customers need to support business transformation and pursue improved outcomes. It encompasses new and expanded Oracle PartnerNetwork benefits and incentives, including planned investments in training and certification, technical enablement, development, testing and demonstration environments, cloud migration funding, go-to-market collaboration, and commercialization through Oracle Marketplace.