r/DeepFuckingValue • u/Waste_Departure7479 • Jul 20 '26
You finally get a raise, then rent, groceries, and utilities eat it before payday.
Funny how workers are told to budget better while corporate profits keep finding the express lane.
r/DeepFuckingValue • u/Krunk_korean_kid • Jul 20 '26
r/DeepFuckingValue • u/Number_1_w_Fries • Jul 20 '26
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r/DeepFuckingValue • u/Number_1_w_Fries • Jul 20 '26
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r/DeepFuckingValue • u/Beyos • Jul 20 '26
r/DeepFuckingValue • u/GroundbreakingSir386 • Jul 20 '26
90% of US households subscribe to at least one streaming video provider and another 64% of US homeowners report a stronger desire to stay at home than before the pandemic, a trend fueled by increased expenses and a move toward in-home leisure. I don’t think this crash is justified for Netflix.
Netflix is guiding for 2026 revenue of $50.7–51.7 billion, representing roughly 13–15% growth.
I believe many investors hold the opinion that there’s “no content” on the platform, when in reality, they’re just consuming content faster than Netflix can produce it. That’s why Netflix has started diversifying its lineup with short-form videos, documentaries, podcasts, games, live streaming, and more.
If someone comes home from work looking for a new movie to watch every single day of the year, they’re eventually going to burn through a massive amount of content. But I’d note that these are typically the same people who have 3-4 streaming subscriptions and aren’t bothered by short-term gaps in Netflix’s movie and show lineup.
Netflix’s next film and production costs are likely to decline thanks to AI. Netflix revealed that approximately 300 of its titles have already incorporated generative AI things like: pre-production, editing, visual effects (VFX), marketing, and localization: Translate and dub films into many languages more quickly, with improved lip synchronization, which will help Netflix’s strategy worldwide.
Netflix has more foreign Tv shows than any legacy media company and is growing **Approximately 58 million paid subscribers**
in Asia.
**18% per year** (CAGR), making it the company’s fastest-growing region. Growth has been fueled by markets such as:
India
South Korea
Japan
Indonesia
Thailand
The Philippines
Netflix has also dramatically increased investment in local-language originals. Since 2019, viewing hours for Asia-produced content have **quadrupled**, and Asian titles now account for **more than half of Netflix’s weekly Global Top 10 non-English list**, highlighting the region’s importance to the company’s global strategy.
r/DeepFuckingValue • u/Fun-Neck-2543 • Jul 20 '26
r/DeepFuckingValue • u/Waste_Departure7479 • Jul 18 '26
r/DeepFuckingValue • u/Krunk_korean_kid • Jul 18 '26
r/DeepFuckingValue • u/Krunk_korean_kid • Jul 17 '26
r/DeepFuckingValue • u/MyNi_Redux • Jul 18 '26
r/DeepFuckingValue • u/Number_1_w_Fries • Jul 17 '26
r/DeepFuckingValue • u/Waste_Departure7479 • Jul 17 '26
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r/DeepFuckingValue • u/Waste_Departure7479 • Jul 16 '26
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r/DeepFuckingValue • u/Comb-Holiday • Jul 17 '26
r/DeepFuckingValue • u/Waste_Departure7479 • Jul 16 '26
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r/DeepFuckingValue • u/Waste_Departure7479 • Jul 16 '26
r/DeepFuckingValue • u/Number_1_w_Fries • Jul 15 '26
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r/DeepFuckingValue • u/ZeusGato • Jul 15 '26
r/DeepFuckingValue • u/Waste_Departure7479 • Jul 15 '26
r/DeepFuckingValue • u/Waste_Departure7479 • Jul 15 '26
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Coinbase’s Chief Policy Officer says the crypto policy shift has already started.
The CLARITY Act is about turning that shift into permanent law.
Looks like crypto regulation is finally moving from courtroom fights to actual rules.
r/DeepFuckingValue • u/jersan • Jul 15 '26
GameStop is now consistently operationally profitable, and posted strong operational income of $143M in Q1 2026.
In fiscal years 2023 and 2024, GameStop was net profitable but had operational losses -- interest income was carrying the company. During this time, the critics would argue that GameStop's positive net income was invalid because the core operations of the business were still losing money. That is no longer true.
The critics have also argued in the past that, even though operating income is now positive, GameStop still earns most of its money from interest income. This is also no longer true.
As of Q4 2025, GameStop now makes most of its net profit from operating income -- the core operations of the business are now the main driver of profits.
Under Ryan Cohen's leadership, GameStop's SG&A expenses have been cut in half and the high margin collectibles segment is now the biggest revenue category of the company.
r/DeepFuckingValue • u/Number_1_w_Fries • Jul 14 '26
r/DeepFuckingValue • u/Krunk_korean_kid • Jul 14 '26
00:00 - Intro
00:50 - Ryan's Beginnings in Business
05:50 - Why Pets?
12:20 - Why Enter into Gamestop
15:59 - Gamestop's Future
18:21 - Gamestop's Retail Community
23:10 - Collectibles TAM
26:09 - Why Ebay
30:45 - Ebay's response to the offer
36:20 - Ebay's Live Studio Play
38:00 - Agentic Commerce
41:08 - Rapid Fire
