Matthew Dolgin, CFA

A highlighted metric again gets de-emphasized.

With fierce competition in the streaming industry, we’re watching how Netflix’s sales and customer base evolves.

We raise our fair value estimate for Spotify stock.

We’ve raised our fair value estimate of Disney stock.

We’ve lowered our fair value estimate for Spotify stock due to EUR/USD exchange rate fluctuations.

We maintain our fair value estimate for Netflix stock.

From subscription price increases to a potential buyback boost, here’s what we’re looking for in Netflix’s upcoming earnings report.

We think Universal Music Group stock is significantly undervalued.

We maintain our fair value estimate for Netflix stock.

We think Universal Music Group stock is significantly undervalued.

Our update on select stocks from the Entertainment industry.

We think Paramount Skydance stock is moderately undervalued.

We think Warner Bros. Discovery stock is fairly valued.

Experiences growth remains healthy, sports remains stable, and streaming margins continue to expand alongside growing sales.

With growth in international markets and raised fair value estimate, here’s what we think of Netflix’s results.

We think Netflix stock is moderately overvalued.

Watching sales growth and the potential for a major acquisition, here’s what we think of Netflix stock.

We doubt the current Paramount amendment will be a determining factor, but it could make a difference at the margins.

Materials released could be persuasive to some shareholders, as they ultimately must decide which offer they believe is better.

This development provides further support for our wide moat rating for Disney stock.

Both suitors are offering much more than we believe Warner is worth independently.

Warner Bros. shareholders win big, and we anticipate raising our fair value estimate for the stock while lowering our valuation for Netflix.

At any realistic price, we think a Netflix deal for Warner Bros. assets would be value-destructive.

With decline in revenue impacting stock, here’s what we thought of Disney stock.

We think Spotify stock is moderately overvalued.

We think Netflix stock is significantly overvalued.

Watching sales growth and the potential for margin expansion, here’s what we think of Netflix stock.

Shares remain overvalued.

We’ve raised our fair value estimate of EA stock.

We maintain our fair value estimate for each stock.