$NFLX
7 long-form articles and 10 pre-market mentions covering $NFLX from AskMelon Research.
Roku finally turned a GAAP profit — but stock comp still dwarfs it, and the boxes still sell at a loss
After five years of losses, Roku crossed into black ink: $88.4 million of GAAP net income on $4.74 billion of 2025 revenue, then $85.7 million more in Q1 2026 on revenue up 22% to $1.25 billion. The b…
Disney's Streaming Turned a Profit Just as Its Cable Empire Melts
Disney just delivered the milestone Wall Street had demanded for years: its streaming business is now profitable, with operating income up 88% in the latest quarter and margins finally breaking into d…
Netflix Stopped Reporting Subscribers Just as the Easy Growth Ran Out
Netflix won the streaming wars, and it is not close. It has more than 325 million subscribers, over $50 billion in annual revenue, operating margins north of 30%, and the kind of free cash flow its co…
The Final Cut
Two of the empires that built twentieth-century culture — the studio that gave us Hollywood's golden age, the company behind Batman and Bugs Bunny and CNN and HBO — are being lashed together into a si…
The Fifty-Million-Dollar Mistake That Killed a Brand
A meditation on the 2000 Blockbuster-Netflix meeting, the six-thousand-fold return that was declined in under an hour, and the structural tax that incumbent infrastructure imposes on technological dis…
The $1.75 Billion Streaming Service That Lasted Six Months
A meditation on Quibi, the pandemic-timed launch of a commute-optimized product into a world with no commutes, and the rapid evaporation of premium-content capital when the use case disappears.
The $9.95 Subscription That Burned Forty Million a Month
A meditation on MoviePass, the arithmetic that did not work from the start, and the cash flush that obscured it long enough for three million subscribers to sign up.
Monday, July 20, 2026
Futures point to a relief bounce — S&P 500 +0.2%, Nasdaq 100 +0.4% — after the semiconductor complex's worst week in over a year, but Friday's real trigger wasn't the crowded-positioning story flagged…
Saturday, July 18, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, July 17, 2026
The AI-crowded-trade unwind that Bank of America flagged as "the most crowded trade ever" is now a two-day fact — Nikkei –4.73%, Taiwan –6.5%, and US futures pointing sharply lower — and it is swallow…
Thursday, July 16, 2026
TSM's Q2 blowout at 2 AM ET — $4.31 EPS against $3.83 consensus, $40.2B revenue at +33.7% YoY, with AI high-performance compute now 66% of all revenue — is the most authoritative single-print validati…
Monday, July 6, 2026
US markets reopen from a three-day Independence Day closure to find tech firmly in the driver's seat: Nasdaq futures are surging +1.12% on SpaceX Nasdaq-100 pre-positioning mechanics and aggressive se…
Sunday, April 19, 2026
The Strait opened Friday. Iran closed it Saturday. The Navy seized a ship Sunday. Futures are bleeding. Welcome to the most dangerous week of the war.
Saturday, April 18, 2026
Your Saturday morning market coffee. The week Iran opened a strait and Wall Street opened champagne.
Friday, April 17, 2026
Nasdaq's 12-day winning streak -- longest since July 2009. S&P 500 at record 7,041. But Netflix is tanking in premarket after weak Q2 guidance, TSMC sold off despite crushing earnings, and Asia pulled…
Thursday, April 16, 2026
S&P 500 above 7,000 for the first time. Nasdaq on an 11-day winning streak. The Iran war is "very close to over." TSMC just crushed earnings. And China GDP beat. This is a market that refuses to stop.
Saturday, April 11, 2026
8 of 14 are generic Saturday template queries. 4 were from memory of this week's reports. 2 were for the fun section.