NFLX Future Without WBD: Advertising & Streaming Catalog Offer Bull Case
After Paramount Skydance (PSKY) seemingly won the bidding war for Warner Bros. Discovery (WBD), Alicia Reese turns to her expectations on the future of Netflix (NFLX). She believes a merger would have enhanced Netflix's catalog, though she sees the company's core business as one that will prosper w…
TTWO Beyond GTA 6, NTDOY Turnaround & Video Game Stock Earnings
Alicia Reese breaks down the state of the video game industry, focusing on earnings from Take-Two Interactive (TTWO) and how investors may reframe expectations around guidance and growth. She highlights the company's durable profit model and the long-term shift toward cloud gaming, where players ca…
NFLX Near 52-Week Low: Buy Opportunity in Content Expansion?
Netflix (NFLX) shares are trading near 52-week lows. Earlier this year, the streaming giant walked away from acquiring Warner Bros. Discovery (WBD) with Paramount Skydance's (PSKY) buying the company instead. Wedbush's Alicia Reese says it could be a good thing as it shows Netflix isn't willing to …
6-23-26 Sloan with Alicia Reese
Scott talks with Hamilton County Commissioner Alicia Reese about misreporting that she wanted to host the crosstown shootout at Paycor Stadium in December.See omnystudio.com/listener for privacy information.
6-23-26 Sloan with Alicia Reese
Scott talks with Hamilton County Commissioner Alicia Reese about misreporting that she wanted to host the crosstown shootout at Paycor Stadium in December.See omnystudio.com/listener for privacy information.
Netflix's Platform Playbook - with Alicia Reese of Wedbush Securities
It’s becoming increasingly inaccurate to describe Netflix simply as a streaming service. Alongside its core subscription business, it is building an advertising operation, experimenting with live sport and events, expanding into games and podcasts, revisiting theatrical releases, and even exploring…
NFLX Hits 2-Year Low After Earnings: Can Ads, M&A Activity Lead to Rebound?
Netflix (NFLX) shares currently trade at a 2-year low after revenue missed expectations in earnings. Alicia Reese talks about the metrics she sees weighing down the stock and how the streaming company has potential to stage a rebound. Her two biggest points backing the bullish thesis: advertising a…
Bloomberg Surveillance TV: October 21st, 2026
Featuring:
Matt Stucky, VP & Chief Portfolio Manager: Equities at Northwestern Mutual
George Pollack, Senior Analyst: US Policy at Signum Global Advisors
Alicia Reese, Senior VP: Equity Research at Wedbush Securities
See omnystudio.com/listener for privacy information.
Tesla–SpaceX Merger Talks, Netflix’s Slowdown and an End-to-End AI Marketing Platform
TMF Associates President Tim Farrar talks with TITV Host Akash Pasricha about Elon Musk’s proposed Tesla–SpaceX merger and the risks behind SpaceX’s fast-growing AI cloud business. We also talk with Wedbush Securities Senior Analyst Alicia Reese about Netflix’s slowing revenue growth and advertisin…
Netflix (NFLX) Near a Trough as Ad Opportunity Builds
Alicia Reese says Netflix (NFLX) remains well positioned despite an uninspiring quarter, with strong retention and limited churn following price increases. She sees advertising as the next major growth driver, supported by live sports, licensed content and Netflix’s global reach. Reese believes the…
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