Netflix (NasdaqGS:NFLX) is ramping up live programming, video podcasts and cloud gaming as new content pillars in its service. The company has announced a sizeable share repurchase plan, signaling a decision to return more capital to shareholders. Management is exploring a potential acquisition of Warner Bros., which would bring a large film and TV library under Netflix control. The pivot into live content, podcasts, gaming and a possible Warner Bros. deal is only one piece of the Netflix puzzle. We have also flagged 2 warning signs for Netflix. For readers interested in more ways to play the infrastructure behind video, streaming and related compute demand, the next stop is 90 AI infrastructure stocks.
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