NFLX · Netflix, Inc.

Netflix Inc NFLX

Operates a subscription streaming service offering TV shows, films, and games.

Daily briefAugust 24, 2026

Netflix gains on report it may sell rival streaming subscriptions like Peacock, Fox One

+0.53% to $80.01 from $79.59

Netflix has held talks with NBCUniversal and Fox about potentially offering their Peacock and Fox One services as subscriptions inside the Netflix app, though no agreement is close.
Netflix has not decided whether it would resell third-party subscriptions outright or instead bring rival streamers’ content directly into its own app, according to the report.
Third-party streaming subscriptions have grown roughly 60% over three years, with about a third of new streaming sign-ups now coming through third-party platforms such as Amazon Prime Video and Roku.
Netflix has already tested a similar approach in France, where it added live channels and content from broadcaster TF1 to its app in June.

Sources: Bloomberg · TipRanks · Android Authority

Daily briefAugust 13, 2026

+5.43% to $78.24 from $74.21

Bill Ackman’s Pershing Square disclosed a new position of 3.15 million Netflix shares, valued at about $2.1 billion
The stake marks Ackman’s return to Netflix roughly four years after he exited the position at a loss of more than $400 million
The Netflix purchase was disclosed alongside five other new Pershing Square positions, in Visa, Mastercard, S&P Global, Intercontinental Exchange and Alcon, in the firm’s biggest portfolio overhaul in years
Netflix shares rose about 3.4%-3.7% after the disclosure

Sources: GuruFocus · Motley Fool · MarketScreener · Yahoo Finance

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