Hey everyone, here is your daily sentiment and technical breakdown for $ANET.
📊 Overall Sentiment: 94.1 (BULLISH+) 🟢
Market sentiment remains extremely strong and firmly in the "Bullish+" territory today, creeping up slightly from yesterday's close.
🔍 Sentiment Breakdown
The overall score is driven by media, social and technical analysis. Here is how they stack up right now
What are your thoughts on $ANET at these levels?
Most people who followed $CYDY remember March 30, 2021. The FDA publicly stated that CytoDyn's claims about leronlimab were "misleading and not supported by the data", no benefit was shown in COVID-19 treatment trials. The stock dropped 25%+ that day.
What happened afterward was a class action lawsuit covering investors who held $CYDY between March 27, 2020 and March 30, 2022.
A $500,000 settlement has been reached and terms are now submitted to the court for approval.
Who qualifies?
Anyone who held $CYDY during the class period and suffered losses from the alleged misrepresentations about leronlimab's effectiveness for HIV and COVID-19.
Can I still apply?
Yes, you can submit your application now and it will be processed once claims filing officially opens after court approval.
If you were damaged by this don't forget to check your eligibility. GL!
These are the tickers i look today, based on social attention, media volume, technical analysis, and sentiment velocity over the last 24 hours.
https://www.sentimentick.com/app/ticker/MPWR
Amazon gets 68% of its revenue from the US market in 2025.
Full split:
- US: 68%
- Germany: 6%
- UK: 6%
- Japan: 4%
- India: 2%
- Other: 4%
Quite concentrated for a global giant.
Full data: https://metricshour.com/stocks/amzn
What do you think about this exposure?
These are the tickers i look today, based on media catalysts, social attention and technical analysis over the last 24 hours.
Looking at the sector flows today, we are seeing a very clear split in where capital is moving. It is not a straight risk-on or risk-off environment.
Here is the breakdown of the biggest ETF sector movers today:
The Risk Bid: iShares MSCI South Korea (EWY) is up 3.4%, and Semiconductors (SOXX) are continuing their momentum, up 2.5%.
The Defensive Hedge: Usually, when tech and emerging markets are running, utilities bleed. Not today. The Utilities Select Sector SPDR (XLU) is up 1.2%. Money is still actively locking in defensive yield.
The Pullback: Materials (XLB) are down 1.5% and Gold Miners (GDX) are taking the biggest hit, dropping 2.1%.
This type of barbell action (buying high-growth semis while simultaneously bidding up slow-growth utilities) usually points to institutions hedging their bets.
Are you guys currently rotating into defensive sectors like XLU, or continuing to ride the momentum in SOXX?
Playboy Reports Second Quarter 2026 Financial Results
Second Quarter Revenue of $31.2 Million, an Increase of 11%; Net Income of $0.2 Million, an Improvement of $7.9 Million; and Adjusted EBITDA of $7.0 Million, an Increase of 100% and Inclusive of $0.7 Million of Litigation Expenses in the Quarter
LOS ANGELES, Aug. 10, 2026 (GLOBE NEWSWIRE) -- Playboy, Inc. (NASDAQ: PLBY) (the “Company” or “Playboy”), a global pleasure and leisure company connecting consumers with products, content, and experiences that help them lead happier, more fulfilling lives, today announced financial and operational results for its second quarter ended June 30, 2026.
Financial Summary
Click here for full table details
Second Quarter 2026 & Recent Operational Highlights
Playboy licensing revenue remains highly predictable and recurring, with approximately 91% of fiscal year 2026 licensing revenue supported by contractual guarantees and more than $320 million in unrecognized future revenue.
Honey Birdette delivered 18.2% year-over-year sales growth in the second quarter of 2026, with gross margin of 65.1%. Comparable store sales grew 15%, with positive comparable store sales growth in all regions and through all channels.
The Company grew total cash, including restricted cash, by approximately $2.5 million during the second quarter reflecting ongoing operations of the business, in contrast to the first quarter, which included significant one-time closing costs incurred in connection with the new China JV transaction.
Opened fan voting in the Company’s global model search collaboration between Playboy and Honey Birdette that attracted nearly 50,000, or three times the number of contestants, and approximately two and a half times the revenue as the Company’s prior contest. The latest contest’s economics are not included in the second quarter results because the contest did not end until August.
Announced agreement to repurchase 16.6 million shares of common stock, representing nearly 14% of the Company’s outstanding shares, at a fixed price of $1.05 per share, a 28% discount to market value at the time of transaction, and supported by a backstop agreement with two significant stockholders.
Playboy joined the small-cap Russell 2000® Index and the broad-market Russell 3000® Index in connection with the conclusion of the 2026 Russell indexes reconstitution, which the Company believes may increase its visibility within the institutional investment community, broaden its shareholder base and enhance trading liquidity.
Management Commentary
Ben Kohn, Chief Executive Officer of Playboy, commented, “The second quarter demonstrated that the platform we have built is compounding, with continued revenue growth, our sixth consecutive quarter of positive adjusted EBITDA, and decisive steps to create shareholder value. Our agreement to repurchase Fortress’s entire 16.6 million-share position, nearly 14% of our shares outstanding, at a 28% discount to market value at the time of the transaction is immediately accretive to stockholders, and we structured the payments to preserve balance sheet flexibility that supports our deleveraging plan.
“Our brand engine continues to gain momentum. Following our sold-out Spring 2026 issue starring Karol G, we revealed Cara Delevingne as our Summer 2026 cover star, and another paid-voting contest, in collaboration with Honey Birdette, attracted nearly 50,000 contestants, nearly three times our prior contest. Our licensing foundation remains highly predictable, anchored by contractual guarantees and more than $320 million in unrecognized future licensing revenue, while Honey Birdette continues to grow with strong gross margins.
“Joining the Russell 2000 and Russell 3000 indexes at the end of June reflects the meaningful progress we have made in strengthening Playboy’s operating performance and balance sheet. With a clear path to further debt reduction and a content engine that keeps Playboy at the center of culture, we are executing from a position of strength as we work to deliver sustainable, long-term value for my fellow stockholders,” concluded Kohn.
Second Quarter 2026 Financial Results
Total revenue grew 11% to $31.2 million, compared to $28.1 million in the second quarter of 2025. The increase in revenue was primarily due to continued strong performance of Honey Birdette.
Direct-to-consumer revenue was $19.5 million, up 18.2% from the $16.5 million in the second quarter of 2025. The increase was driven by stronger than expected growth both online and in stores, with higher gross margins.
Licensing revenue was $11.2 million, compared to $10.9 million in the second quarter of 2025, reflecting a year-over-year increase of $0.2 million, or 2.2%. The change was primarily due to the Company’s continued repositioning of its licensing business around fewer, larger partners.
Operating expenses were $28.2 million, a decrease of 17.0% from $34.0 million in the second quarter of 2025. The decrease is due largely to the prior year comparative period having a $2.4 million non-recurring settlement with a licensing agent, $1.5 million in impairment charges related to right-of-use assets, and lower personnel and legal expenses in the second quarter of 2026.
Net income was $0.2 million, or less than a cent per share, compared to a net loss of $7.7 million, or $(0.08) per share, in the second quarter of 2025. The improvement is due to continued revenue growth and a focus on operating efficiencies.
Adjusted EBITDA was $7.0 million, an increase of 100% from adjusted EBITDA of $3.5 million in the second quarter of 2025. Excluding litigation expenses, adjusted EBITDA would have been $7.7 million.
As of June 30, 2026, the Company had $37.1 million in total cash.
Conference Call
Management will host an investor conference call at 5:00 p.m. Eastern time on Monday, August 10, 2026, to discuss the Company’s second quarter 2026 financial results, provide a corporate update, and conclude with taking questions from telephone participants. To participate, please use the following information:
Q2 2026 Earnings Conference Call
Date: Monday, August 10, 2026
Time: 5:00 p.m. Eastern time
U.S. Dial-in: 1-877-423-9813
International Dial-in: 1-201-689-8573
Conference ID: 13761740
Webcast: https://viavid.webcasts.com/starthere.jsp?ei=1769724&tp\_key=2ae57247c3
Please join at least five minutes before the start of the call to ensure timely participation.
A telephone playback of the call will be available through Thursday, September 10, 2026. To listen, please call 1-844-512-2921, using replay pin number 13761740. A webcast replay will be available using the webcast link above.
About Playboy, Inc.
Playboy (Nasdaq: PLBY) is a global pleasure and leisure company, built on one of the most globally recognized brands. By leveraging its iconic intellectual property, Playboy pursues an asset-light model across licensing, digital content, consumer products and experiential offerings, helping consumers worldwide to live more fulfilling lives. To learn more, please visit https://investors.playboy.com.
Forward-Looking Statements
This press release includes “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. The Company’s actual results may differ from their expectations, estimates, and projections and, consequently, you should not rely on these forward-looking statements as predictions of future events. Words such as “expect”, “estimate”, “project”, “budget”, “forecast”, “anticipate”, “intend”, “plan”, “may”, “will”, “could”, “should”, “believes”, “predicts”, “potential”, “continue”, and similar expressions (or the negative versions of such words or expressions) are intended to identify such forward-looking statements. These forward-looking statements include, without limitation, the Company’s expectations with respect to future performance, growth plans and anticipated financial impacts of its strategic opportunities and corporate transactions.
These forward-looking statements involve significant risks and uncertainties that could cause the actual results to differ materially from those discussed in the forward-looking statements. Factors that may cause such differences include, but are not limited to: (1) the inability to maintain the listing of the Company’s shares of common stock on Nasdaq; (2) the risk that the Company’s completed or proposed transactions disrupt the Company’s current plans and/or operations, including the risk that the Company does not complete any such proposed transactions or achieve the expected benefits from any transactions; (3) the ability to recognize the anticipated benefits of corporate transactions, commercial collaborations, cost reduction initiatives and proposed transactions, which may be affected by, among other things, competition, the ability of the Company to grow and manage growth profitably, and the Company’s ability to retain its key employees; (4) costs related to being a public company, corporate transactions, commercial collaborations and proposed transactions; (5) changes in applicable laws or regulations; (6) the possibility that the Company may be adversely affected by global hostilities, supply chain delays, inflation, interest rates, tariffs, foreign currency exchange rates or other economic, business, and/or competitive factors; (7) risks relating to the uncertainty of the projected financial information of the Company, including changes in the Company’s estimates of cash flows and the fair value of certain of its intangible assets, including goodwill; (8) risks related to the organic and inorganic growth of the Company’s businesses, and the timing of expected business milestones; (9) changing demand or shopping patterns for the Company’s products and services; (10) failure of licensees, suppliers or other third-parties to fulfill their obligations to the Company; (11) the Company’s high concentration of licensing revenue from a small number of licensees; (12) the Company’s ability to comply with the terms of its indebtedness and other obligations; (13) changes in financing markets or the inability of the Company to obtain financing on attractive terms; and (14) other risks and uncertainties indicated from time to time in the Company’s Annual Report on Form 10-K, including those under “Risk Factors” therein, and in the Company’s other filings with the Securities and Exchange Commission. The Company cautions that the foregoing list of factors is not exclusive, and readers should not place undue reliance upon any forward-looking statements, which speak only as of the date which they were made. The Company does not undertake any obligation to update or revise any forward-looking statements to reflect any change in its expectations or any change in events, conditions, or circumstances on which any such statement is based.
Investor Relations Contact:
Lucas A. Zimmerman
Managing Director
MZ Group - MZ North America
+1 (949) 259-4987
PLBY@mzgroup.us or investors@playboy.com
Public Relations Contact: press@playboy.com
As it is below to his book value and in some months it will reach.
I took call or britannia...and it's huge loss
Any suggestions for Monday..
But it's gone now..hope it will be a gapup on Monday
Hundreds of years ago, if you wanted to understand what was happening in business or markets, there wasn’t an app to open.
People met.
Merchants exchanged information. Investors discussed businesses. Newspapers brought new information into coffee houses. Someone would hear something, somebody else would question it, and another person would bring a completely different perspective.
The tools changed.
The behaviour didn’t.
Today, the coffee house is your phone.
An economist explains inflation on YouTube.
Someone breaks down an earnings report on X.
A finance creator explains an idea on Instagram.
An investor posts a chart.
We probably have access to more financial knowledge than any generation before us.
But something strange happened along the way.
We became very good at consuming it.
Watch.
Scroll.
Like.
Save.
Next.
And I’ve noticed this in myself too: watching someone explain something can make you feel like you understand it.
Then someone asks you to explain it yourself.
Suddenly, it’s much harder.
That’s where things become interesting.
You ask a question.
Someone gives an answer.
You don’t completely agree.
So you explain why.
Someone points out something you missed.
You look at the numbers again.
Maybe you change your mind. Maybe you don’t.
But now you’re actually thinking.
And sometimes the person asking basic questions today becomes the person answering them a year later.
That made me wonder:
Where is that place for finance today?
The content exists.
The creators exist.
The economists exist.
The investors exist.
The curious beginners exist.
But they’re scattered across platforms built for everything else.
That’s ultimately why I’m building MarketChacha.
I don’t want another feed where you mindlessly scroll through 50 finance posts.
Imagine instead:
You watch someone’s video about an earnings report.
Something doesn’t add up.
So you ask underneath:
“Revenue grew 25%… then why did the stock fall?”
Someone explains margins were down.
Another person points to guidance.
Someone else thinks valuation was already too high.
The creator jumps into the discussion.
Now one 60-second video has turned into a conversation between five people looking at the same event from completely different angles.
That’s what I want MarketChacha to feel like.
Or maybe you’re the creator.
You spent three hours researching something and made a great video about it.
Instead of disappearing into an algorithm after 24 hours, it becomes the starting point for questions, discussions and people discovering your work.
Or maybe you know absolutely nothing.
That’s fine too.
Ask:
“Can someone explain P/E like I’m 15?”
Then tomorrow:
“Why can a company have rising profits but falling cash flow?”
A few months later, someone asks a question you finally know the answer to.
And this time, you’re the one replying.
That’s the loop I find exciting:
Watch → Get curious → Ask → Debate → Understand → Explain → Create.
Maybe MarketChacha becomes something like a LinkedIn for finance and economics — but where conversation and learning matter as much as profiles and connections.
Creators bring what they know.
Curious people bring questions.
Everyone else brings another perspective.
And hopefully nobody has to pretend a question is “too basic” to ask.
That’s what I’m building at MarketChacha.com.
Now I’m curious:
What’s the finance question you’ve always wanted to ask but felt was too stupid/basic to post publicly?
Drop it below.
Let’s see if Reddit can answer it. 😄
If you are trying to play the Mexican economic boom (nearshoring, manufacturing shifts from China, growing middle class), buying a generic emerging markets ETF exposes you to too much global drag and currency volatility. The clinical way to play this macro shift is through US-listed equities with massive, established geographic revenue exposure south of the border.
Here is the direct SEC EDGAR data breakdown of the operators most structurally embedded in Mexico right now:
$WMT (Walmart): 40% Exposure. Retail investors treat WMT strictly as a gauge for the US consumer. At 40% Mexican revenue exposure, it is actually one of the heaviest blue-chip proxies for the Latin American consumer baseline.
$LYV (Live Nation): 10% Exposure. A massive structural play on the expanding discretionary income and live entertainment TAM in the region.
$WPC (W. P. Carey): 8% Exposure. Commercial real estate with a heavy physical footprint in Mexican industrial and retail sectors.
$CL (Colgate-Palmolive): 8% Exposure. Pure consumer staples baseline.
$MET (MetLife): 7% Exposure. Financials and insurance capital flows.
When the market talks about supply chains moving to Mexico, the capital flows directly to the operators that have already spent a decade building out the physical infrastructure there.
Data compiled via MetricsHour SEC EDGAR terminal screener.