Streaming Costs Are Rising, Yet Consumers Continue to Pay
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 12 2025
0mins
Should l Buy NWSA?
Source: WSJ
Streaming Price Increases: Major streaming platforms like HBO Max, Hulu, and Disney+ have recently raised prices for their services, following similar increases by Netflix, Peacock, and Apple TV earlier this year.
Upcoming Price Hikes: Paramount+ has announced plans to increase its subscription price early next year, continuing the trend of rising costs in the streaming industry.
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Analyst Views on NWSA
Wall Street analysts forecast NWSA stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 24.540
Low
38.00
Averages
40.33
High
43.00
Current: 24.540
Low
38.00
Averages
40.33
High
43.00
About NWSA
News Corporation is a diversified media and information services company. Its Digital Real Estate Services segment consists of the Company’s interest in REA Group and Move. REA Group is a digital media business specializing in property and property-related services on its Websites and mobile apps. Move is a provider of digital real estate services in the United States and primarily operates a real estate information, advertising and services platform, as well as its referral-based services, online tools and services to do-it-yourself landlords and tenants. Its Dow Jones segment consists of Dow Jones, a global provider of news and business information, which distributes its content and data through a variety of media channels. Its Book Publishing segment consists of HarperCollins, a consumer book publisher with operations in 15 countries. Its News Media segment consists of News Corp Australia, News UK and the New York Post and includes The Australian, The Daily Telegraph, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- User Engagement Growth: Analysts at Citizens reaffirmed a 'Market Outperform' rating for Meta, setting a price target of $900, citing a 17% year-over-year increase in global time spent across Meta's apps, indicating sustained user activity.
- Consistent Momentum: Citizens noted that global time spent on Meta's platforms has grown 17% or more year-over-year for seven consecutive months, with February showing another 17% annual increase, underscoring the consistent momentum in user engagement.
- Price Action: Meta Platforms shares rose 1.77% to $658.85 on Tuesday, according to Benzinga Pro data, reflecting positive market sentiment towards its long-term AI strategy and infrastructure investments.
See More
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- Congressional Scrutiny on China: Congressman John Moolenar urged the Treasury Secretary to exercise 'heightened scrutiny' of inbound investments from China, which could lead to stricter restrictions on Chinese businesses seeking market access in critical manufacturing sectors in the US, affecting US-China economic relations.
- Trump Administration's New Framework: The Trump administration is reportedly considering a new framework that would require foreign governments to invest in US data centers when exporting advanced AI chips, which could alter the dynamics of the global technology supply chain and impact international competition.
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See More
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- Custom Chip Development: Meta is advancing its in-house chip development despite securing major supply agreements with leading semiconductor companies, planning to create custom processors tailored to its workloads, particularly enhancing ranking and recommendation systems, thereby strengthening its technology ecosystem.
- AI Tools Expansion: Meta is testing a shopping research feature in its AI chatbot that allows users to request product recommendations with images, pricing, and merchant links, aiming to unlock new revenue opportunities through enhanced tools and content partnerships.
- Investor Confidence Challenges: Despite ongoing investments in AI, Meta's stock has only risen 1.72% over the past 12 months, significantly trailing the NASDAQ Composite Index's 23% returns, indicating short-term investor skepticism regarding its AI spending.
- Future Growth Potential: Analysts believe that Meta's new text and image AI models, expected to launch in the first half of 2026, could reshape investor perceptions of the company's AI capabilities, while WhatsApp's revenue is projected to quadruple by fiscal 2029, highlighting long-term growth potential.
See More
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- AI Shopping Tool Testing: Meta has rolled out an AI shopping research tool to select U.S. users, allowing them to request product suggestions, with the chatbot providing images, brand names, prices, and links, enhancing user shopping experiences and driving platform value.
- New AI Engineering Team Established: Meta has created a new applied AI engineering organization led by Maher Saba to accelerate model development, collaborating with the Superintelligence Lab to improve model performance and training speed, thereby solidifying its competitive edge in the AI sector.
- Content Partnership Expansion: Meta has signed a three-year AI licensing agreement with news publishers, gaining access to News Corp content from the U.S. and U.K. for AI training, enhancing its data resources and content quality, which is crucial for long-term platform growth.
- Analyst Perspectives: Analysts express cautious sentiment regarding Meta's AI spending but see long-term potential, anticipating that new AI models will reshape investor perceptions, while WhatsApp's revenue potential is projected to quadruple by 2029, indicating strong market prospects.
See More
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- Deal Value: Meta's artificial intelligence content licensing agreement with News Corp could pay up to $50 million annually, highlighting the fierce competition among Big Tech to secure journalism that supports chatbots and other AI tools.
- Agreement Duration: The deal spans at least three years, granting Meta access to News Corp content from the US and UK, enabling the company to provide fresh reporting for its AI product users and train systems on archival material, thereby enhancing content richness and accuracy.
- Competitive Landscape: News Corp's separate AI deal with OpenAI, valued at over $250 million in 2024, indicates escalating competition between Meta and OpenAI for quality news resources, as both aim to enhance their AI offerings through premium content acquisition.
- Stock Price Reaction: Following the announcement, Meta's shares rose 0.23% during regular trading but fell 0.14% in after-hours trading, reflecting market caution regarding the deal, while News Corp's Class A and B shares exhibited mixed performance in after-hours trading, indicating varying investor expectations for future earnings.
See More
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- Deal Value and Duration: Meta's AI content licensing agreement with News Corp is valued at $50 million annually and spans at least three years, allowing Meta to utilize News Corp's content in the U.S. and U.K., thereby enhancing the richness of its AI products and competitive positioning in the market.
- Market Reaction: Following the announcement, News Corp's shares rose 1.2% in after-hours trading, while Meta's shares slipped slightly, indicating a positive market response to News Corp and a more cautious outlook on Meta, reflecting differing investor sentiments regarding the future collaboration of the two companies.
- CEO Hints and Future Plans: News Corp CEO Robert Thomson hinted at the deal during an investment conference, stating that the company is in advanced negotiations with other parties, indicating a strategic acceleration in News Corp's AI initiatives and the potential for more collaborations in the future.
- Industry Context: News Corp's $250 million content licensing deal with OpenAI in 2024 highlights its proactive expansion in the AI content space, while its partnership with Google has also generated an annual revenue of $6 million, further solidifying its position in the digital content market.
See More
