# Bloom Energy Boosts Revenue, Omnicom and Western Digital Beat Estimates

An episode of [Stock Movers](https://invisiblenetwork.ai/podcast/1803209456), 22 Oct 2026, 5:35.

Audio: https://podtrac.com/pts/redirect.mp3/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/deb345cd-6d73-4a24-a6e3-b2a50138dd86/1a32c879-a101-4d7a-a8fe-b4eb01678816/audio.mp3?utm_source=Podcast&in_playlist=a55c6f22-aa32-4a58-aebd-b2a50138e2b2

Today's biggest winners and losers in the stock market, a look at the notable movers: On this episode of Stock Movers: - Bloom Energy (BE) boosted its revenue guidance for the full year; the guidance beat the average analyst estimate. Shares fell in post-market trading. - Omnicom (OMC) reported adjusted earnings per share for the third quarter that beat the average analyst estimate. Coca-Cola has selected the company as its media partner in North America, while retaining WPP Open X as its global media partner outside of North America, Japan and South Korea, following a global marketing operating system review. - Western Digital (WDC) forecast better-than-expected earnings and hiked its dividend, underscoring strong demand for data storage fueled by the artificial intelligence boom. The hard-drive maker expects adjusted earnings per share of as much as $6 in its fiscal second quarter, well ahead of analyst expectations of $4.80, according to a statement Thursday. It also raised its dividend by 17%. Shares rose 2% in extended trading initially, before turning negative. See omnystudio.com/listener for privacy information.

## Transcript

[0:02] Speaker 1: Bloomberg Audio Studios. Podcasts. Radio.
[0:06] Speaker 2: News.
[0:08] Speaker 1: The Stock Movers Report. Your roundup of companies making moves
[0:12] Speaker 1: in the stock market. Harnessing the power of Bloomberg data.
[0:16] Speaker 3: I'm Alexis Christophorus. Lots of stock movers to tell you
[0:20] Speaker 3: about today. And for that, we are joined by Bloomberg
[0:22] Speaker 3: News equities reporter Natalia Kinijevic. And she is here with
[0:28] Speaker 3: us now. And you brought some goodies with you, two
[0:31] Speaker 3: of them after the bell. Netflix getting hit pretty hard
[0:34] Speaker 3: here in the aftermarket after its earnings report. Exactly.
[0:38] Speaker 2: So shares are down by about 5% in post-market. Year-to-date,
[0:43] Speaker 2: before this close today, of course, the shares are down
[0:46] Speaker 2: by almost 27%. So here's the story with Netflix. For
[0:50] Speaker 2: the third quarter, results basically came in line with expectations. Moreover,
[0:54] Speaker 2: revenue for the U.S. and Canada came slightly above expectations,
[0:58] Speaker 2: but potentially this is the brightest spot. Everyone is looking
[1:03] Speaker 2: for metrics for 2027, and this is where the biggest
[1:06] Speaker 2: issue is. So the company sees revenue for 2027 at
[1:09] Speaker 2: $ 13. 44 billion. Expectations were for 13.51. EPS, the company sees
[1:12] Speaker 2: it at 67 cents. Expectations were for 73 cents. And
[1:15] Speaker 2: of course, investors want to know, how the company can
[1:27] Speaker 2: potentially accelerate the client engagement because we saw a deceleration
[1:32] Speaker 2: in activity among subscribers. So these are some of the
[1:35] Speaker 2: biggest questions for the company right now.
[1:36] Speaker 3: Yeah, and in that report, though, they talked about the
[1:39] Speaker 3: price hike we saw back in March, and they made
[1:42] Speaker 3: a point of saying that That churn rate is low,
[1:45] Speaker 3: they said, and that subscriber growth is what they called healthy.
[1:49] Speaker 3: But I guess healthy is relative because they don't give
[1:52] Speaker 3: subscription numbers. They don't break them out any longer. And
[1:56] Speaker 3: is that a problem for Wall Street? I mean, it's
[1:59] Speaker 3: hard when you don't have subscribers. complete transparency in order
[2:02] Speaker 3: for the market to react.
[2:03] Speaker 2: Absolutely. But I think the market is adjusting a little bit.
[2:06] Speaker 2: I do remember when they announced that there were lots
[2:09] Speaker 2: of concerns about analysts, how they're going to assess the
[2:12] Speaker 2: company performance outlooks. But as of now, I think we
[2:16] Speaker 2: will just go by quarter by quarter and see how
[2:19] Speaker 2: the results look like. But for now, the picture is
[2:22] Speaker 2: not looking good for 2027.
[2:25] Speaker 3: I mean, they have to come up with some blockbusters.
[2:26] Speaker 3: We were talking earlier with Bloomberg's Geetha Ranganathan, and she's saying, listen,
[2:30] Speaker 3: they need to get the winning content and to have people.
[2:34] Speaker 3: People are spending less time watching Netflix. The churn rate
[2:38] Speaker 3: might not be dropping, but we're just spending less time
[2:40] Speaker 3: because you've got so much more competition when you think
[2:43] Speaker 3: about it. So we've got shares of Netflix, ticker symbol NFLX,
[2:46] Speaker 3: down about 6%. All right, let's get to the other
[2:49] Speaker 3: big after-the-bell earnings report here, Natalia, and that would be SpaceX.
[2:53] Speaker 2: Yeah. Yes, our shares are up by more than 5%
[2:56] Speaker 2: after the bell. Of course, we know that this company
[3:00] Speaker 2: went public this year. And since it's IPO, the stock
[3:02] Speaker 2: is up by maybe I can't say just below 10%
[3:06] Speaker 2: because we saw this big spike in share prices right
[3:10] Speaker 2: after the company went public. And then it was a
[3:12] Speaker 2: huge decline. Now, of course, everyone was expecting this earnings
[3:16] Speaker 2: report from SpaceX. For now, we see that the company
[3:19] Speaker 2: posted its first quarterly profit of $ 4. 4 billion, or $ 0. 35
[3:23] Speaker 2: a share. Analysts on the earnings call, of course, will
[3:28] Speaker 2: ask questions about spending, CapEx on AI. I just saw
[3:32] Speaker 2: a note from one analyst who said, this is an
[3:35] Speaker 2: AI business with a space company attached.
[3:38] Speaker 3: Oh, wow. That puts it in perspective, doesn't it? Yeah,
[3:41] Speaker 3: AI revenue. soaring to $ 7. 5 billion in the quarter.
[3:47] Speaker 1: Exactly.
[3:47] Speaker 2: So it is interesting to also look at CapEx. So
[3:50] Speaker 2: capital expenditure was about $ 20 billion. Now, if we look
[3:55] Speaker 2: at space and connectivity CapEx combined, it's about $ 3 billion.
[4:00] Speaker 2: AI capital expenditure is $ 16. 44 billion. So There is some
[4:06] Speaker 2: truth in that, like your statement about a company with
[4:09] Speaker 2: a space attached.
[4:10] Speaker 3: Absolutely. And it's satellite internet service Starlink, 13.6 million subscribers.
[4:15] Speaker 3: We get a very healthy rise there. All right, let's
[4:18] Speaker 3: get before we let you go to GM. What did
[4:20] Speaker 3: they have to say this morning?
[4:21] Speaker 1: Yes.
[4:21] Speaker 2: So we saw a pretty brutal stock reaction. So the
[4:25] Speaker 2: stock is down by almost 7% today. So, we saw
[4:31] Speaker 2: that the company narrowed adjusted profit guidance for the full year.
[4:34] Speaker 2: Analysts expected some kind of, you know, upside surprise, but
[4:41] Speaker 2: in the end, they saw that the company raised low end,
[4:44] Speaker 2: but they cut high end of its previous 2026 forecast. Still,
[4:48] Speaker 2: we see that premium priced pickups and SUVs produce really
[4:52] Speaker 2: solid cash flow. Now for the market, of course, one
[4:55] Speaker 2: of the biggest questions would be where net growth can
[4:59] Speaker 2: come from because sales are weaker here in the United
[5:03] Speaker 2: States and in China. Maybe like just South America shows
[5:08] Speaker 2: some gains.
[5:10] Speaker 1: The Stock Movers Report from Bloomberg Radio. Check back with
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[5:17] Speaker 1: making news on Wall Street. And for the latest market-moving headlines,
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