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0327 | Dolphin Research Focus: 🐬 Macro/Industry. Trump said on Thu, Mar 26 on social media that, at Iran's request, planned strikes on Iran's energy facilities would be pushed back 10 days to 8pm ET on Apr 6.He had earlier moved the 48-hour ultimatum issued on Mar 21 out by five days to Mar 27. Iran denied making a direct request, saying there had only been indirect information exchanges, per today's headlines.Given the current setup, a substantive agreement before Apr 6 looks unlikely. Even after the extension, military escalation could still resume, and the geopolitical risk premium has not fully cleared...

Costco Wholesale

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METLIFE INC PRF SERIE 'A' FLOATING RATE USD25

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U Surges on Strong Results; META Doubles Down on AI Race | Daily News Recap

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Pop Mart: Revenue Surges, Shares Plunge — Who Got It Wrong?---

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0306｜Dolphin Research Focus: 🐬 Macro/Industry 1) The US Dept. of Commerce is preparing to globalize its export approval regime for advanced AI chips, moving beyond country-specific controls. Reviews would be organized into three tiers based on purchased compute.Orders exceeding 200k chips would trigger government-to-government negotiations and the disclosure of critical technical details. Approved countries would also be required to commit matching investment in US digital infrastructure.This move reflects US tech hegemony and could destabilize the global semiconductor supply chain. It also raises compliance costs for US chip makers.It is likely to push countries to accelerate domestic compute R&amp;D, supporting China's semiconductor localization. Overall, expect faster onshore capacity build-outs and substitution.

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BYD's 'disruptive tech' debuts; Xiaomi's mobile Agent emerges | Daily News Recap---

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0226 | Dolphin Research focus: 🐬 Stock 1, $Alibaba(BABA.US). Alibaba Cloud Bailian launched the 'Coding Plan', integrating APIs for four mainstream models — Qwen3.5, GLM-5, MiniMax M2.5 and Kimi K2.5 — making it the only cloud provider globally to offer this combo.Lite plan is priced at RMB 7.9 for the first month and RMB 40 for the second; Pro plan at RMB 39.9 for the first month and RMB 200 for the second, with free model switching. The aim is to lower AI coding barriers through aggressive pricing and full-stack model coverage...

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Alibaba Cloud rolls out dirt-cheap AI coding bundle; JD's 'Billion-yuan Supermarket' reignites subsidy rush | Daily News Recap

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0224 | Dolphin Research Focus: 🐬 Macro/Industry. Trump signaled a preference for a diplomatic deal over military action on the Iran issue. Geopolitical tensions cooled quickly, and the Geneva talks on Feb 26 remain on schedule.Gold's safe-haven premium is fading. Middle East risks still imply potential conflict. U.S. monetary policy remains the core driver of gold.AI: Leading player Anthropic will host an online livestream. Scheduled at 9:30 a.m. ET on Tue (10:30 p.m. Beijing time)...

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CTG Duty Free hits limit-down on a negative surprise; Lei Jun sets '15-5' hardcore chip push | Daily News Recap---

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0128 ｜Dolphin Research Focus: 🐬 Stock Watch 1: SpaceX plans to launch an IPO in Jun, targeting a valuation of up to $1.5tn. Proceeds will fund Starship R&amp;D, space data centers, and related projects.Its core biz Starlink is projected to deliver $15bn revenue in 2025, underpinning cash flow. However, setbacks in Starship V3 testing and a delayed maiden flight could affect the listing timeline.If executed, the IPO would be the largest globally and a major milestone for commercial space industrialization. Valuation, however, remains highly controversial...

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Mingming Is Busy soars on IPO debut; ASML orders surge, unveils 10bn buyback｜Daily News Recap

Conference Minutes

Below is Dolphin Research's curated Netflix FY25 Q4 earnings call Trans. For our First Take on the print, see 'Netflix: Did M&amp;A sink the content king? Time to test conviction'.Key financials recap: 1) 2025 operating performance. Revenue grew 16% in 2025. OP rose approx. 30%, with OPM expanding...

NFLX (Trans): TV competition is intense; confident the deal will clear regulatory review.

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$Netflix(NFLX.US) released 2025 Q4 results after the close on Jan 20 ET. Overall a mixed print. Combined with the planned acquisition of WBD, it sets up a clash between near-term pressure and long-term conviction.Specifically, Q4 beat: revenue and profit both topped estimates, with some noise from remaining Brazil tax liabilities deferred to 2026. Underlying growth was accelerating, driven mainly by the final season of 'Stranger Things'. However, vs. the first three quarters…

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NFLX: Will M&A Sink the Hit Factory? Time to Test Conviction

NFLX 4Q25 First Take: A mixed print, and the pending WBD deal sets up a clash between near-term pressure and long-term conviction.(1) The 'good' — Q4 beat: Core Q4 was solid, with revenue and profit accelerating QoQ, topping prior guidance and consensus. However, pricing contributed more to Q4 revenue vs. the first three quarters. Subs ended the year above 325 mn, up approx. 8% YoY. The slowdown in user growth likely underpins NFLX’s determination to acquire WBD at almost any cost, which in turn sparks worries about weakening long-term organic growth.(2) The 'bad' — muted guide: Doubts around organic momentum push investors to focus on guidance. Both 1Q26 and full-year 2026 guides are only in line with unaggressive consensus: Q1 revenue growth at 15.3%, full-year at 12–14%.OPM is guided a touch below expectations at 31.5% vs. the Street’s 32.5%, reflecting deal-related costs and remaining Brazil tax payments.(3) Ads still slow near term; potential acceleration in 2H: Management sees 2025 ad revenue above 1.5 bn. That trails the 2–3 bn range many sell-side models assume and likely weighs on topline expectations. NFLX is piloting programmatic ads in the U.S. and Canada and plans a global roll-out in 2Q26, replacing the current insertion-based model. This should broaden advertiser reach and unlock ad growth.(4) Near-term FCF pressure; potential pullback in content/buybacks: The latest on WBD is a revised agreement to an all-cash acquisition, reducing target shareholder concerns about value dilution and speeding execution, though the deal remains subject to regulatory approval. For more on deal details, cf. prior notes by Dolphin Research.NFLX expects roughly 10 bn of FCF in 2025, with only about 9 bn of net cash on hand. It also has 1 bn of short-term debt maturing within a year. Switching to all-cash requires more external funding: on top of the existing 59 bn bridge loan, NFLX added 8.2 bn, and secured total 25 bn of senior unsecured revolving credit to repay part of the bridge. The bridge now stands at 42.2 bn, and back-of-the-envelope interest cost for a year likely exceeds the potential 2–3 bn content licensing savings post-WBD. If the deal timeline extends due to disruptions, near-term FCF pressure will be meaningful. During this period, NFLX may curb near-term content spend or slow buybacks (4Q25 repurchases were 2.1 bn, with 8 bn remaining under authorization) as a hedge. $Netflix(NFLX.US)

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1218 | Dolphin Research Focus: 🐬 Macro/Industry 1) At 21:30 tonight, the U.S. will release the delayed Nov CPI report. The Oct print was canceled due to the prior Gov. shutdown.Consensus sees headline CPI YoY edging up to 3.1% from 3.0%, with core CPI steady at 3.0%. Both are expected at +0.3% MoM, with services vs. goods inflation in focus.An upside surprise would reinforce a hawkish stance and curb expectations for rate cuts next year. Rate-cut odds would likely be marked down...

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BABA's Qwen integrates with Amap; Doubao 1.8 boosts LLM performance | Daily News Recap

Alhambra Investment Management Increased Netflix Stock Holdings in Q4

Netflix Seeks to Expand NFL Game Package to Four Games

Netflix Receives Mixed Analyst Ratings, Consensus Remains Strong Buy

Oppenheimer Raises Netflix Target Price to $135

Netflix to Adjust Subscription Prices in the US

Harrington Investments INC Significantly Increased Holdings in Netflix

Netflix Expands Live Streaming in Asia to Attract Young Audiences

BTS Returns with Global Live Stream Through Netflix

Gilbert & Cook Inc. Increased Netflix Stock Holdings Significantly

Warner Music Group Signs Multi-Year Documentary Partnership with Netflix

Netflix to continue increasing investment in South Korea

Netflix Plans a Global Tour for 'K-POP Demon Hunter'

Netflix Expands Content Library With New Programs As Its Stock Rises But Faces Insider Selling Risk

Citibank reiterates buy rating on Netflix with a target price of $115

Netflix releases 'Stranger Things: The '85 Job' for limited cinema screenings

Netflix CEO Sarandos Speaks Out Against Complex Streaming Regulations in Brussels

Netflix's Films 'Frankenstein' and 'KPop Demon Hunter' Win Multiple Oscars

Netflix Acquires Inter Positive, Signaling AI Movie Technology Implementation

Netflix conducts layoffs in global product teams

Netflix Launches Eyeline Studios in Hyderabad

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FY2026 Q1 Earning Release 2026.04.16 (EST) After-Market

Netflix, Inc. (NFLX.US) Q4 2025 Earnings Conference Call

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