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                        - Netflix (NFLX, Neutral, $1,210 target) Programmatic boosts ads, KPop accelerates licensing, and a painful Brazilian tax by New Street Research
- Netflix (NFLX, Neutral, maintain $1,210 target) Margin headwinds offset slight revenue beat, maintain $1,210 by New Street Research
- WB 3Q25 Preview: Lowering 2H Estimates by New Street Research
- Meta Platforms (META, Buy, $900 target) Inline revenue outlook but AI investment comments spook by New Street Research
- Alphabet (Buy, $295 target) Beat on Search + Cloud is a potent 1-2 punch by New Street Research