×
×
×
×
×

Tell us once and we'll remember.

I'm an...

Don't worry, you can always change this selection using the icons at the top left of the site.
  

Screen Kings: Who’s Winning in Streaming and Advertising?

November 16, 2021

ClearBridge Investments · Screen Kings: Who’s Winning in Streaming and Digital Advertising

Portfolio Analyst Erica Furfaro and Portfolio Manager Mike Kagan assess the dominance of Netflix in the streaming industry and how other media companies are utilizing streaming for growth. They also provide an overview of the opportunities and privacy challenges facing the leadership names in digital advertising.

Related Perspectives

Large Cap Growth Strategy 4Q25 Update
Portfolio Manager Margaret Vitrano recaps Strategy performance and positioning since Liberation Day, highlighting active moves to improve relative results.
Gen AI Buildouts Spur Tech Infrastructure Boom
Ambitious capital spending on generative AI projects by hyperscalers, which we view as a once-in-a-decade cycle, represents a meaningful tailwind for technology infrastructure providers supplying the picks and shovels to run large language models.
A Tighter Risk Framework Lowering Volatility
Large Cap Value 3Q25: We have made concerted efforts this year to neutralize momentum exposure, reduce outsize bets in higher-volatility stocks and implement tighter underwriting across the portfolio, with positive results so far.
Large Cap Growth Strategy 3Q25 Update
Portfolio Manager Margaret Vitrano highlights positioning moves in a growth market being dominated by an aggressive AI buildout.
Large Cap Growth Performance Update: From Challenge to Opportunity
In a new Q&A, Portfolio Manager Margaret Vitrano discusses actions being taken to improve Strategy performance and where she sees the most attractive growth opportunities going forward.
More
  • Past performance is no guarantee of future results.

  • Past performance is no guarantee of future results. Copyright © 2022 ClearBridge Investments. All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio managers or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results or investment advice. This information should not be used as the sole basis to make any investment decision. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments, LLC nor its information providers are responsible for any damages or losses arising from any use of this information.

more