-- Wedbush Securities在周五發布的一份報告中指出，即使Netflix (NFLX) 上半年的業績低於預期，該公司在2026年下半年仍有望實現更強勁的成長。 Wedbush表示，Netflix的營收和用戶參與度趨勢依然穩健，這得益於不斷擴大的內容規模、日益強勁的廣告成長動能以及近期的價格上漲。該公司預計，到2026年，Netflix的廣告收入將翻一番，達到約30億美元，並在2027年及以後進一步成長。 報告指出，儘管分析師認為第二季業績指引疲軟以及歐洲市場對漲價的阻力是短期內的潛在不利因素，但他們表示，廣告定向投放的改進、人工智慧的整合以及不斷增長的直播內容合作將支撐其長期成長。 該公司也強調了Netflix強勁的現金流和持續的用戶韌性，尤其是在廣告支援型市場，同時對Netflix的全球擴張前景保持樂觀。 Wedbush維持對Netflix股票的「跑贏大盤」評級，目標價為118美元。 週五交易中，Netflix股價下跌超過9%。
Price: $95.57, Change: $-12.22, Percent Change: -11.34%
BSP Financial Group (ASX:BFL) has appointed Ray Naicker as group chief information officer, subject to regulatory approval, with his start date expected in the third quarter, according to a Monday filing with the Australian bourse.Naicker most recently held the position of group CIO at Nedbank Group, per the filing.Naicker will succeed Richard Nicholls, who will move to a new role leading the implementation of the company's new core banking platform for its Pacific markets, the filing added.
Forrestania Resources (ASX:FRS) intersected high-grade gold mineralization during a recent drill program at its British Hill Gold Project, Mt Palmer Gold Project, and Johnson Range Project in Western Australia, according to a Monday Australian bourse filing.The results were up to 9 meters at 2.6 grams per tonne (g/t) gold from 78 meters at British Hill, including 1 meter at about 12 g/t gold from 86 meters.At Mt Palmer, results were up to 6 meters at 7.6 g/t gold from 3 meters, including 1 meter at 19.7 g/t gold from 5 meters and 1 meter at 10.8 g/t gold from 7 meters.At Johnson Range, results were up to 7 meters at 11.6 g/t gold from 17 meters, including 4 meters at 19.7 g/t gold from 19 meters, with assay results still pending at both Mt Palmer and Johnson Range.Forrestania is currently drilling the Lady Lila and Gibraltar gold projects, it added.
IperionX's (ASX:IPX) titanium powder production operations in Virginia, US, transitioned to an around-the-clock production schedule during the March quarter, advancing from commissioning to continuous operations, according to a Monday filing with the Australian bourse.The company said all HAMR powder production systems are now in ramp-up and are targeting a run-rate production of around 200 tonnes of titanium powder per year by the close of 2026.Commenting on its titanium product manufacturing operations, the company said additional HSPT sintering furnaces are due to be commissioned in the June quarter, which is expected to ease production bottlenecks and speed up customer qualification timelines.IperionX also anticipates expanding its participation in "high-volume titanium markets where customer engagement is strong and domestic US supply is strategically important, including titanium mill products," the company said.It ended the March quarter with $48.2 million in cash and expects to close fiscal year 2026 with cash in the range of $36 million to $40 million.