These Telecom, Media, and Cable Firms Are 'Most Immune' to Tariffs, Analysts Say [Yahoo! Finance]
Netflix, Inc. (NFLX)
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Source: Yahoo! Finance
Recent trade policies may also offer a leg up to international firms through favorable currency exchange rates, analysts said. Firms that appear particularly well-positioned to navigate the environment include Netflix, Comcast, and AT&T, the note said. Deutsche Bank named a handful of telecom, media, and cable companies it sees as the "most immune" to tariffs in a note published Tuesday. Higher import taxes are expected to shake up the sector, increasing competition for ad revenue, and offering a leg up—through favorable currency exchange rates—to international firms, analysts said. Here are some of the companies Deutsche Bank says are most likely to come out on top, and a look at what's behind the bullishness: Netflix NFLX ): The video-streaming service is "about as defensive as TV media gets," the note said. Viewers tend to stick with Netflix and can move to ad-supported subscriptions if they want to cut back on spending, analysts said. Formula One Group FWONK ): The op
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- ‘47 Ronin' director convicted of defrauding Netflix out of $11 million meant for TV show [Los Angeles Times (CA)]Los Angeles Times
- Wall Street Is Souring on Netflix Stock Amid Warner Bros. Deal Drama. Is It Time to Ditch NFLX Now? [Yahoo! Finance]Yahoo! Finance
- YouTube TV unveils generous new offers for subscribers [Yahoo! Finance]Yahoo! Finance
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- NFLX's page on the SEC website