Getty Images vs LY: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Getty Images Holdings Inc. (GETY)

Q2 202622 Jun – 1 Jul 2026

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Getty's OpenAI deal lifts stock, but Shutterstock merger collapse drags

OpenAI licensing deal Getty announced a multi-year deal to put its images inside ChatGPT's search and discovery. This opens a new way to earn money from its content and shifts the story from AI being a threat to AI being a paying customer. The stock jumped over 100% on the news.
This is the biggest new positive force for GETY this period, directly driving demand and revenue potential.
Shutterstock merger called off Getty abandoned its $3.7 billion plan to buy rival Shutterstock after UK regulators demanded it sell Shutterstock's editorial division. The deal would have combined the two biggest players, giving more pricing power and cost savings. Without it, Getty remains smaller and faces tougher competition.
This is a major new negative event that removes a key growth path and leaves Getty more vulnerable.
Strategic financing review Getty said it will hire a financial advisor to explore strategic financing alternatives. This could mean raising money, selling assets, or other moves to strengthen its balance sheet. It signals the company is looking for new ways to fund growth after the merger fell through, but details are unclear.
This is a new development that could affect Getty's capital position and future plans, adding uncertainty.

June 202622 Jun – 1 Jul 2026

▲1▼1

Getty's OpenAI deal lifts stock, but Shutterstock merger collapse drags

OpenAI licensing deal Getty announced a multi-year deal to put its images inside ChatGPT's search and discovery. This opens a new way to earn money from its content and shifts the story from AI being a threat to AI being a paying customer. The stock jumped over 100% on the news.
This is the biggest new positive force for GETY this period, directly driving demand and revenue potential.
Shutterstock merger called off Getty abandoned its $3.7 billion plan to buy rival Shutterstock after UK regulators demanded it sell Shutterstock's editorial division. The deal would have combined the two biggest players, giving more pricing power and cost savings. Without it, Getty remains smaller and faces tougher competition.
This is a major new negative event that removes a key growth path and leaves Getty more vulnerable.
Strategic financing review Getty said it will hire a financial advisor to explore strategic financing alternatives. This could mean raising money, selling assets, or other moves to strengthen its balance sheet. It signals the company is looking for new ways to fund growth after the merger fell through, but details are unclear.
This is a new development that could affect Getty's capital position and future plans, adding uncertainty.

Latest22 Jun – 1 Jul 2026

▲1▼1

Getty's OpenAI deal lifts stock, but Shutterstock merger collapse drags

OpenAI licensing deal Getty announced a multi-year deal to put its images inside ChatGPT's search and discovery. This opens a new way to earn money from its content and shifts the story from AI being a threat to AI being a paying customer. The stock jumped over 100% on the news.
This is the biggest new positive force for GETY this period, directly driving demand and revenue potential.
Shutterstock merger called off Getty abandoned its $3.7 billion plan to buy rival Shutterstock after UK regulators demanded it sell Shutterstock's editorial division. The deal would have combined the two biggest players, giving more pricing power and cost savings. Without it, Getty remains smaller and faces tougher competition.
This is a major new negative event that removes a key growth path and leaves Getty more vulnerable.
Strategic financing review Getty said it will hire a financial advisor to explore strategic financing alternatives. This could mean raising money, selling assets, or other moves to strengthen its balance sheet. It signals the company is looking for new ways to fund growth after the merger fell through, but details are unclear.
This is a new development that could affect Getty's capital position and future plans, adding uncertainty.

LY Corporation (4689.JP)

Q3 20267 Jul – 7 Aug 2026

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LY's Kakaku bid escalates as core profit and PayPay surge

LY outbids EQT for Kakaku.com with shareholder backing LY formally offered 3,384 yen per Kakaku.com share, topping EQT's 3,000 yen, and major holder Oasis agreed to tender its 19.52% stake. Winning Kakaku would add a profitable price-comparison and shopping site, lifting LY's growth story.
The bidding war is the period's main new event and directly affects LY's acquisition prospects.
LY and Bain weigh even higher Kakaku bid LY and Bain are considering a fresh joint offer above EQT's 3,450 yen, and LY already raised its own price. Paying more raises the cash or debt needed and could dilute near-term returns, a real cost against the strategic benefit.
Shows the counterweight: escalating price tags mean higher acquisition cost for LY.
Q1 revenue up 13.1%, profit up 23.1% LY reported quarterly revenue of 553.9 billion yen, up 13.1%, with adjusted EBITDA up 23.1% and margin at 28%. Media, Commerce and fintech all grew, and management said full-year guidance should be beaten, supporting the share price.
Core earnings beat is the strongest fundamental driver for the stock this period.
PayPay allies with Seven & i to link payments and stores PayPay agreed a capital alliance with Seven & i, SoftBank and LY to connect its 75 million users with about 22,000 7-Eleven stores. This expands PayPay's reach into everyday shopping, a long-term growth driver for LY as a PayPay shareholder.
New partnership extends PayPay's growth, a key value driver for LY.

July 20267 Jul – 7 Aug 2026

▲3▼1

LY's Kakaku bid escalates as core profit and PayPay surge

LY outbids EQT for Kakaku.com with shareholder backing LY formally offered 3,384 yen per Kakaku.com share, topping EQT's 3,000 yen, and major holder Oasis agreed to tender its 19.52% stake. Winning Kakaku would add a profitable price-comparison and shopping site, lifting LY's growth story.
The bidding war is the period's main new event and directly affects LY's acquisition prospects.
LY and Bain weigh even higher Kakaku bid LY and Bain are considering a fresh joint offer above EQT's 3,450 yen, and LY already raised its own price. Paying more raises the cash or debt needed and could dilute near-term returns, a real cost against the strategic benefit.
Shows the counterweight: escalating price tags mean higher acquisition cost for LY.
Q1 revenue up 13.1%, profit up 23.1% LY reported quarterly revenue of 553.9 billion yen, up 13.1%, with adjusted EBITDA up 23.1% and margin at 28%. Media, Commerce and fintech all grew, and management said full-year guidance should be beaten, supporting the share price.
Core earnings beat is the strongest fundamental driver for the stock this period.
PayPay allies with Seven & i to link payments and stores PayPay agreed a capital alliance with Seven & i, SoftBank and LY to connect its 75 million users with about 22,000 7-Eleven stores. This expands PayPay's reach into everyday shopping, a long-term growth driver for LY as a PayPay shareholder.
New partnership extends PayPay's growth, a key value driver for LY.

Latest7 Jul – 7 Aug 2026

▲3▼1

LY's Kakaku bid escalates as core profit and PayPay surge

LY outbids EQT for Kakaku.com with shareholder backing LY formally offered 3,384 yen per Kakaku.com share, topping EQT's 3,000 yen, and major holder Oasis agreed to tender its 19.52% stake. Winning Kakaku would add a profitable price-comparison and shopping site, lifting LY's growth story.
The bidding war is the period's main new event and directly affects LY's acquisition prospects.
LY and Bain weigh even higher Kakaku bid LY and Bain are considering a fresh joint offer above EQT's 3,450 yen, and LY already raised its own price. Paying more raises the cash or debt needed and could dilute near-term returns, a real cost against the strategic benefit.
Shows the counterweight: escalating price tags mean higher acquisition cost for LY.
Q1 revenue up 13.1%, profit up 23.1% LY reported quarterly revenue of 553.9 billion yen, up 13.1%, with adjusted EBITDA up 23.1% and margin at 28%. Media, Commerce and fintech all grew, and management said full-year guidance should be beaten, supporting the share price.
Core earnings beat is the strongest fundamental driver for the stock this period.
PayPay allies with Seven & i to link payments and stores PayPay agreed a capital alliance with Seven & i, SoftBank and LY to connect its 75 million users with about 22,000 7-Eleven stores. This expands PayPay's reach into everyday shopping, a long-term growth driver for LY as a PayPay shareholder.
New partnership extends PayPay's growth, a key value driver for LY.