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Netflix Stock Could Climb Another 25% Thanks To Second-Half 'Content Bonanza,' Says Bank Of America
Bank of America sees more upside for Netflix (NFLX) despite record highs. Strong ad momentum, content slate, subscriber ...
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Spotify set to report earnings as Wall Street praises 'defensive' subscription model
"It is our view that SPOT's subscription model should be more defensive/utility-like amid the current macro uncertainty," Bank of America analyst Jessica Reif Ehrlich wrote in a preview of the report.
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Netflix may be the antidote for the recession and tariff fears of investors
On Wall Street, Bank of America analyst Jessica Reif Ehrlich pointed out that while advertising is a small portion of the Netflix (NFLX) business today, the longer-term prospects for the business ...
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Q3 2025 Fox Corp Earnings Call
Jessica Reif Ehrlich; Analyst; BofA Securities, Inc. Ladies and gentlemen, thank you for standing by. Welcome to the Fox Corporation third quarter fiscal year 2025 earnings conference call.
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Netflix Has Made Several Risky Bets. Earnings Show They’ve Paid Off.
Netflix management started to change the way the streaming company operates almost three years ago—and those once-controversial decisions have paid off, based on the latest quarterly earnings ...
Benzinga.com22d
Disney Stock 'Resilient' In Uncertain Economy As Raised Guidance Signals Confidence
The Disney Analysts: Bank of America analyst Jessica Reif Ehrlich reiterated a Buy rating on Disney with a $140 price target. Guggenheim analyst Michael Morris maintained a Buy rating and lowered ...
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Disney's parks are its economic engine. Tariffs could put a damper on it
said Jessica Reif Ehrlich, senior media and entertainment analyst at Bank of America. Disney did not respond to a request for comment. The company's parks could also be vulnerable to decreased ...