meta_pixel
Tapesearch Logo
Log in
Wall Street Breakfast

Delayed jobs numbers drop today

Wall Street Breakfast

Seeking Alpha

Business, Investing, Business News, News

3.8950 Ratings

🗓️ 20 November 2025

⏱️ 6 minutes

🧾️ Download transcript

Summary

Long-delayed September nonfarm payrolls expected to be relatively steady vs. August. (00:24) Netflix (NFLX) will keep releasing Warner Bros. (WBD) films in theaters if it bought the studio - report. (01:37) ByteDance's valuation soars to $480 billion in share auction - report. (03:01) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: NVDA, PANW, and more
Nvidia surges, boosting market cap by billions, while analysts cheer Q3 results and outlook
China considers aggressive new stimulus to rescue property sector amid financial system fears - report
Meta's chief AI scientist Yann LeCun announces departure to start his own firm

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

0:07.6

Good morning. Today is Thursday, November 20th. I'm Julie Morgan. The September Jobs report is finally here.

0:16.0

Netflix might change how it handles movies if it buys Warner Brothers, and investors go big on bite dance.

0:24.4

The Bureau of Labor Statistics is releasing the September Jobs Report today, more than six weeks later than planned because of the government shutdown.

0:33.3

Since the data was already collected before the agency closed on the 1st of October,

0:38.8

the report should look pretty much like any other month.

0:41.8

Economists expect the report to show that 50,000 jobs were added to non-farm payrolls in September,

0:48.4

up from 22,000 initially estimated in the month before.

0:52.6

The unemployment rate is expected to hold steady at 4.3%. That's a

0:57.6

noticeable slowdown from the 100,000 plus monthly job gains forecast earlier this year. It also comes after

1:04.9

the BLS revised job growth for the year ending March 31st of this year, cutting earlier estimates by a hefty 911,000 jobs.

1:14.8

The agency announced on Wednesday that it canceled October's jobs report altogether, saying it

1:20.7

could not go back and collect the needed household survey data. The September joltz report was also

1:26.6

scrapped. The BS now plans to release the

1:29.6

October jolts on December 9th and the November employment situation report on the 16th of

1:36.0

December. In other news, Netflix has told Warner Brothers discovery that it would continue

1:42.2

releasing films in theaters if it ends up buying the studio.

1:46.2

Netflix has typically avoided wide theatrical releases, offering only limited runs for awards

1:52.3

eligibility or to satisfy filmmakers. But Warner Brothers has existing contracts that require

1:58.7

theatrical releases, and Netflix as signaled it would honor

2:02.3

those commitments, according to Bloomberg.

2:04.9

Meanwhile, the Wall Street Journal reports that Paramount Skydance's new offer for Warner Brothers

...

Transcript will be available on the free plan in 3 days. Upgrade to see the full transcript now.

Disclaimer: The podcast and artwork embedded on this page are from Seeking Alpha, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Seeking Alpha and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.