industry intelligence
Measured conclusion
Latest qualified tape
Industry Sentiment Dossier
Entertainment sentiment intelligence
Company-news tone, narrative breadth, confidence, catalyst concentration and market confirmation examined as separate evidence layers.
Weighted tone53.0Neutral is 50
Constructive but selective
56/100 narrative breadth
74/100 evidence confidence
198 qualified equities from 303 latest records
Executive Evidence Brief
A balanced headline masks a selective company tape
Aggregate tone remains near neutral, so breadth, catalysts and company-level outliers carry more information than the headline score alone.
Evidence that supports the read
Constructive participation reaches 56/100 across qualified company reads.
Evidence confidence is 74/100 across 198 qualified equities.
Direct company coverage supplies 94% of the measured article set.
Conditions that limit conviction
Only 53% of measured equities have a positive one-week response.
Narrative Breadth
How widely tone is shared
56Breadth
Constructive2311.6%
Balanced17588.4%
Cautious00.0%
Score Distribution
Shape of the company tape
0Strong caution
0Cautious
175Balanced
22Constructive
1Strongly constructive
Evidence Quality
Reliability of the read
74/100 group confidence
High confidence127
Usable evidence27
Developing44
3746 relevant story observations across 1721 publisher signals. 94% is direct company evidence.
13-Week Trajectory
Weighted tone and participation
18 May29 Jun10 Aug
Weighted toneNarrative breadthNeutral 50
The path uses a fixed quality sample of up to 180 current constituents to keep the historical query reproducible. Earlier observations are not rewritten by later headlines.
Market Confirmation
How price is responding to the news tape
Price response is a diagnostic cross-check. It does not alter the sentiment score, so agreement and disagreement remain visible.
Internal Leadership
Country map
Strongest tone
🇲🇽 Mexico55.17 equities · 73/100 confidence🇺🇸 United States54.844 equities · 81/100 confidence🇩🇪 Germany53.46 equities · 69/100 confidence🇨🇳 China52.412 equities · 58/100 confidence🇮🇳 India52.320 equities · 75/100 confidence🇭🇰 Hong Kong51.823 equities · 65/100 confidence🇬🇧 United Kingdom51.36 equities · 62/100 confidence🇦🇺 Australia51.05 equities · 72/100 confidenceWeakest tone
🇫🇷 France50.15 equities · 67/100 confidence🇯🇵 Japan50.211 equities · 47/100 confidence🇹🇭 Thailand50.87 equities · 51/100 confidence🇮🇹 Italy51.05 equities · 57/100 confidence🇦🇹 Austria51.08 equities · 66/100 confidence🇦🇺 Australia51.05 equities · 72/100 confidence🇬🇧 United Kingdom51.36 equities · 62/100 confidence🇭🇰 Hong Kong51.823 equities · 65/100 confidence17 thin groups are withheld because they contain fewer than 5 qualified securities.
Narrative Dispersion
Parent-sector context
Peer Comparison
Where this read sits in the ranked tape
Oil & Gas Integrated57.070/100 confidence · 102 equitiesDiscount Stores56.575/100 confidence · 50 equitiesHealthcare Plans55.778/100 confidence · 34 equitiesBanks - Diversified55.775/100 confidence · 123 equitiesMarine Shipping52.562/100 confidence · 266 equitiesCapital Markets52.466/100 confidence · 465 equitiesEntertainment52.465/100 confidence · 303 equitiesSoftware - Application52.463/100 confidence · 1031 equitiesConsulting Services52.462/100 confidence · 112 equitiesDiversified Telecommunication Services50.056/100 confidence · 1 equitiesCoking Coal49.961/100 confidence · 31 equitiesInsurance49.072/100 confidence · 2 equitiesSoftware41.082/100 confidence · 1 equities
Catalyst Lens
What is moving the narrative
Market update11256.6% of equities · tone 52.0
Earnings7839.4% of equities · tone 54.8
Deals and strategy42.0% of equities · tone 52.0
Analyst action21.0% of equities · tone 43.5
Balance sheet10.5% of equities · tone 50.0
Capital return10.5% of equities · tone 50.0
Publisher Lens
Where the latest observations came from
TradingView5427.3% of equities · tone 51.4
MarketBeat2110.6% of equities · tone 54.0
simplywall.st199.6% of equities · tone 52.8
Market source105.1% of equities · tone 53.7
Seeking Alpha73.5% of equities · tone 48.1
TipRanks73.5% of equities · tone 51.7
scanx.trade73.5% of equities · tone 50.5
finance.yahoo.com63.0% of equities · tone 61.4
Positioning Lens
What deserves attention
Score rank#61among 157 measured industries
Parent spread+1.2versus Communication Services
Cross-company dispersion3.8higher values mean a less uniform tape
Security Evidence
The equities behind the read
Constructive leaders
NFLX3467
Netflix, Inc.
News confirmed by price · +4.2% 1W
Earnings · 75/100 confidence · 7 direct storiesIMAX65
Imax Corp
News confirmed by price · +1.4% 1W
Earnings · 89/100 confidence · 40 direct storiesDISB3465
The Walt Disney Company
News confirmed by price · +9.2% 1W
Earnings · 80/100 confidence · 11 direct storiesDISN63
The Walt Disney Company
News confirmed by price · +31.3% 1W
Earnings · 84/100 confidence · 16 direct storiesNFC63
Netflix, Inc.
News confirmed by price · +3.1% 1W
Market update · 72/100 confidence · 9 direct storiesROKU62
Roku Inc
News confirmed by price · +2.1% 1W
Market update · 71/100 confidence · 4 direct storiesCNK61
Cinemark Holdings Inc
Price moving ahead of tone · +11.9% 1W
Market update · 79/100 confidence · 44 direct storiesDIS60
The Walt Disney Company
News confirmed by price · +7.9% 1W
Earnings · 87/100 confidence · 23 direct storiesCautious laggards
NFLX43
Netflix, Inc.
Balanced read · +3.8% 1W
Analyst action · 63/100 confidence · 5 direct storiesBAMI43
Blue Ant Media Corporation
Balanced read · -2.3% 1W
Earnings · 48/100 confidence · 4 direct storiesNFLX44
Netflix, Inc.
Balanced read · +3.2% 1W
Analyst action · 62/100 confidence · 4 direct storiesEVD45
CTS Eventim AG & Co. KGaA
Price moving ahead of tone · +4.0% 1W
Market update · 75/100 confidence · 13 direct storiesPNC46
Pritish Nandy Communications Ltd
Balanced read · +1.0% 1W
Market update · 75/100 confidence · 19 direct storiesGAIA47
Gaia Inc
Balanced read · -1.1% 1W
Market update · 79/100 confidence · 22 direct storiesALECP47
EuropaCorp
Balanced read · +1.4% 1W
Market update · 75/100 confidence · 14 direct storiesEVD47
CTS Eventim AG & Co. KGaA
Balanced read · -0.8% 1W
Market update · 75/100 confidence · 14 direct storiesAttention leaders
MSGE51
Madison Square Garden Entertainment Corp
Balanced read · +1.3% 1W
Market update · 75/100 confidence · 60 direct storiesAENT57
Alliance Entertainment Holding Corporation Class A Common Stock
Price moving ahead of tone · -8.5% 1W
Earnings · 75/100 confidence · 60 direct storiesLYV58
Live Nation Entertainment Inc
Balanced read · -1.8% 1W
Earnings · 75/100 confidence · 60 direct storiesSTRZ53
Starz Entertainment LLC
Price moving ahead of tone · +6.6% 1W
Market update · 75/100 confidence · 60 direct storiesVSNT55
Versant Media Group, Inc.
Balanced read · +1.7% 1W
Market update · 76/100 confidence · 59 direct storiesFWONK55
Liberty Media Corporation Series C Liberty Formula One Common Stock
Balanced read · +1.1% 1W
Market update · 76/100 confidence · 59 direct storiesBATRA53
Atlanta Braves Holdings, Inc. Series A Common Stock
Balanced read · -1.1% 1W
Market update · 77/100 confidence · 58 direct storiesBATRK55
Atlanta Braves Holdings, Inc. Series C Common Stock
Balanced read · +1.1% 1W
Earnings · 77/100 confidence · 58 direct storiesLatest Evidence Ledger
Recent company-level observations
ROKU50
Roku: Sell Alongside Insiders; Fox Synergy, Debt, And Risks Discussed (NASDAQ:ROKU)
Seeking Alpha · Balance sheet · Price moving ahead of tone
64/100 confidence · 100% direct evidenceNFLX3467
GTN vs. NFLX: Which Stock Is the Better Value Option?
finance.yahoo.com · Earnings · News confirmed by price
75/100 confidence · 100% direct evidenceSXL48
Southern Cross Media Group (ASX:SXL) Shares Face Cash Flow Reckoning After Profit Squeeze
simplywall.st · Market update · Balanced read
86/100 confidence · 100% direct evidenceIMAX65
Is Tencent Music Entertainment Group (NYSE:TME) Undervalued Following Q2 Earnings And Buyback Progress?
Market source · Earnings · News confirmed by price
89/100 confidence · 96% direct evidenceNEC53
Is Tencent Music Entertainment Group (NYSE:TME) Undervalued Following Q2 Earnings And Buyback Progress?
Market source · Earnings · Price moving ahead of tone
87/100 confidence · 100% direct evidenceSKT50
SKY Network Television Sees NZ Super Fund Holding Drop to 7.768%
Kalkine · Market update · Balanced read
45/100 confidence · 100% direct evidenceNFLX58
Netflix (NASDAQ:NFLX) Stock Price Down 2% Following Insider Selling
MarketBeat · Earnings · News confirmed by price
91/100 confidence · 98% direct evidence960550
Toei Company (TSE:9605) Stock Faces Momentum Questions After Flat Quarter
simplywall.st · Earnings · Balanced read
62/100 confidence · 100% direct evidenceWBD52
Sector Update: Consumer Stocks Decline Late Afternoon
finance.yahoo.com · Deals and strategy · Balanced read
89/100 confidence · 96% direct evidenceSAREGAMA54
Saregama India to participate in EMKAY Confluence 2026 investor conference
scanx.trade · Market update · Balanced read
79/100 confidence · 100% direct evidenceNFLX54
Netflix: I Underestimated The Sector Trend And Cannibalization Risk (Downgrade)
Seeking Alpha · Earnings · Balanced read
78/100 confidence · 100% direct evidenceNFLX43
Netflix: I Underestimated The Sector Trend And Cannibalization Risk (Downgrade)
Seeking Alpha · Analyst action · Balanced read
63/100 confidence · 100% direct evidenceNFLX44
Netflix: I Underestimated The Sector Trend And Cannibalization Risk (Downgrade)
Seeking Alpha · Analyst action · Balanced read
62/100 confidence · 100% direct evidenceUMG58
Universal Music Group N.V. (UMG.AS) Stock Price, News, Quote & History
Yahoo! Finance Canada · Market update · News confirmed by price
89/100 confidence · 100% direct evidenceVERN50
Price to sales forward of PT Verona Indah Pictures Tbk – IDX:VERN
TradingView · Market update · Balanced read
45/100 confidence · 100% direct evidenceNFC63
Netflix (NFLX) Wraps Upfront Ad Sales With Commitments Nearly Doubling
finance.yahoo.com · Market update · News confirmed by price
72/100 confidence · 100% direct evidenceAMC57
WEBTOON Entertainment (NASDAQ:WBTN) Announces Quarterly Earnings Results
MarketBeat · Earnings · Price moving ahead of tone
89/100 confidence · 100% direct evidenceMSIN55
WEBTOON Entertainment (NASDAQ:WBTN) Announces Quarterly Earnings Results
MarketBeat · Earnings · Price moving ahead of tone
84/100 confidence · 100% direct evidenceReproducible Method
How to read this dossier
The score measures the polarity of qualified published news after relevance, source quality, event importance and freshness weighting. It is centred at 50.
Breadth measures how widely constructive or cautious classifications are shared. A few extreme equities cannot create broad participation.
Confidence measures sample depth, direct-company coverage, publisher diversity, freshness and agreement. It is intentionally separate from direction.
Completed weekly price data tests whether the market confirms, rejects or absorbs the narrative. Price never feeds back into the sentiment score.
Unqualified ticker records are excluded, and subgroup maps require at least five qualified securities. Thin slices are disclosed instead of ranked.
This is a current evidence classification, not a forecast, target, recommendation or measure of investor positioning.