Netflix partners with iHeartMedia for video podcast agreement
Netflix and iHeartMedia Partnership: Netflix has partnered with iHeartMedia to feature over 15 original video iHeartPodcasts on its platform, expanding its content offerings beyond traditional movies and TV shows.
Podcast Lineup and Launch Timeline: The deal includes new episodes and select library episodes from popular podcasts like “The Breakfast Club” and “Dear Chelsea,” with video episodes set to launch in early 2026 in the U.S. and other markets to follow.
Financial Terms and Market Expectations: The financial details of the deal were not disclosed, but there are positive expectations regarding the success of video podcasts, given the popularity of streaming video content.
Previous Similar Deal: This partnership follows a similar agreement Netflix made with Spotify to carry video versions of podcasts, which is also anticipated to launch early next year.
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- Arabic Podcast Debut: iHeartMedia will unveil its first Arabic podcast slate at the 2026 Web Summit Qatar, attracting over 30,000 tech and business leaders, marking a strategic expansion into the Arabic market.
- Live Recording Facilities: The event will feature an iHeartPodcasts recording studio, allowing top podcast talent to record episodes live, enhancing iHeart's influence and competitiveness in the global podcasting arena.
- Creative Economy Boost: The Qatari government states that this partnership aims to strengthen the creative economy and support the growth of digital industries, further solidifying Qatar's position as a global hub for media and content creation.
- Industry Leaders Participation: iHeart executives and renowned podcast talents like Questlove and Steven Bartlett will participate in various events, fostering knowledge exchange and innovation to drive the future of the podcast industry.
- iHeartMedia Downgrade: Goldman Sachs analyst downgraded iHeartMedia from Neutral to Sell, lowering the price target from $4 to $3.5, resulting in a 20% stock price drop over the past month, with an RSI of 29.6 indicating oversold conditions.
- Reddit Stock Performance: Guggenheim analyst reiterated a Buy rating for Reddit with a $245 price target, despite a 13% decline in stock price over the past five days, and an RSI of 28.8 suggesting potential for a rebound.
- Charter Communications Rating Adjustment: Wells Fargo downgraded Charter Communications from Equal-Weight to Underweight, reducing the price target from $240 to $180, leading to a 12% decline in stock price over the past month, with an RSI of 27.8 indicating significant oversold status.
- Market Trend Analysis: Benzinga Pro's charting tool highlights trends in these oversold stocks, providing investors with insights to assess short-term investment opportunities, particularly when RSI values fall below 30.

- Podcast Return: iHeartMedia and the Martin Luther King III Foundation announced the new season of 'My Legacy' podcast debuting on Martin Luther King Jr. Day, aiming to explore themes of responsibility and impact, thereby engaging more listeners in social issues.
- Celebrity Conversations: The season opener features notable figures like John Legend and Larry Wilmore discussing legacy and moral courage, intending to enhance public awareness of social responsibility through in-depth dialogue.
- Service Goal: In 2025, iHeartMedia awarded a $5 million grant to the 'Realize the Dream' initiative, aiming to inspire U.S. communities to complete 100 million hours of volunteer service by 2029, promoting social unity and participation.
- Impact Expansion: The new season will continue to engage listeners in social change through weekly episodes, emphasizing the profound impact of everyday choices on shaping individuals and communities.
- Earnings Downgrades: iHeartMedia (IHRT) and iQIYI (IQ) received D grades for EPS revisions, indicating declining analyst confidence in their near-term performance, which may raise investor concerns about future earnings.
- Worst Rated Companies: AMC Entertainment Holdings (AMC), AMC Networks (AMCX), and Autohome (ATHM) all received F grades, suggesting these firms face severe downgrades in earnings expectations, potentially impacting their stock performance.
- Market Confidence Erosion: Liberty Latin America (LILAK), National CineMedia (NCMI), and TechTarget (TTGT) also received F grades, reflecting a significant decline in market confidence regarding their profitability and future growth, which may lead investors to reassess their investment strategies.
- Industry-Wide Trend: John Wiley & Sons (WLY) and WPP (WPP) are also on the downgrade list, indicating that the communication services sector is under pressure from earnings revisions, prompting investors to carefully evaluate associated investment risks.
- Significant Revenue Growth: Since partnering with K1 Investment Management, TechnoMile has achieved over 4x growth in annual recurring revenue, solidifying its leading position in government markets and supporting over 250 organizations, including half of the top 10 U.S. defense contractors.
- Strategic Merger: The merger with industrial security software provider SIMS Software, led by Capitol Meridian Partners, marks K1's sixth successful realization in the past 12 months, further enhancing the competitiveness of its investment portfolio.
- AI-Driven Innovation: By rapidly integrating artificial intelligence into its core platform and customer workflows, TechnoMile has not only improved product market adaptability but also provided clients with more efficient compliance and contract management solutions, driving sustainable business growth.
- Investor Confidence: K1 Investment Management has been TechnoMile's sole institutional investor since 2021, with founder Ashish Khot stating that K1's support has built a solid foundation for the company, enabling it to scale faster than it could independently.
- Earnings Decline: WD-40 Co reported Q1 earnings of $1.28 per share, missing the analyst consensus of $1.36, indicating pressure on profitability that could undermine investor confidence.
- Sales Miss: The company's quarterly sales of $154.423 million fell short of the expected $155.085 million, reflecting weak market demand that may lead to further performance declines.
- Stock Reaction: Following the disappointing results, WD-40 shares dropped 9.1% to $185.00 in pre-market trading, highlighting market concerns regarding the company's financial health.
- Industry Impact: The poor performance of WD-40 may trigger a ripple effect across the industry, prompting investors to reassess the financial health of similar companies, potentially leading to a broader market sentiment downturn.








