Netflix Inc. (NFLX)

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It Worked: Netflix Subscriptions Explode After Crackdown On Password-Sharing
https://www.zerohedge.com/technology/it ... rd-sharing

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How can NFLX add more than double the estimated subs (it was the 2nd best quarter since covid for new subs), yet miss on revenue?
https://twitter.com/zerohedge/status/16 ... 3123954688


Netflix Tumbles Despite Blowing Away Subscriber Estimates, As Revenues Miss, Guidance Disappoints
https://www.zerohedge.com/markets/netfl ... s-guidance

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Netflix Might Be Forced To Raise Prices (Again) After Hollywood Strike
https://www.zerohedge.com/markets/netfl ... ood-strike

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NFLX Explodes Higher After Blowout Q3 Results, Hikes Prices After Best Subscriber Growth Since 2020
https://www.zerohedge.com/markets/nflx- ... ber-growth

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Netflix's Ad Supported Tier Has 15 Million Global Customers Just One Year After Its Launch
https://www.zerohedge.com/markets/netfl ... ion-global

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The cost of a $NFLX subscription around the world
https://twitter.com/Mayhem4Markets/stat ... 6151395588

[winston]

not vested

Netflix reported fourth-quarter net income of $937.8 million, or $2.11 per share, versus $55.3 million, or 12 cents per share, in the prior-year period.

The company posted revenue of $8.83 billion for the quarter, up from $7.85 billion in the year-ago quarter.

As Netflix focuses on improving profits, the company increased its 2024 full-year operating margin forecast to 24%, up from a range of 22% to 23%.

It cited the weakening of the U.S. dollar and a stronger-than-forecast fourth-quarter performance.

Source: Phillips

[winston]

not vested

Netflix Inc – Subscribers and margins re-accelerating
Recommendation : ACCUMULATE (Maintained); TP: US$570.00, Last Close: US$544.87

4Q23 results were in line with our estimates.

FY23 revenue/PATMI were at 98%/100% of our FY23e forecast.

Paid memberships grew 13% YoY - its highest growth rate in 3 years, with 13.1mn net paid additions the largest 4Q ever.

Growth drivers for FY24e are:
1) lower-priced ad-tier supporting 8% YoY subscriber growth;
2) ~20% price increase in developed markets.

NFLX also raised FY24e operating margin guidance to 24% vs 20.6% in FY23, and expect steady margin expansion from ads.

We raise our FY24e PATMI by 6% on higher margins due to price increases and scaling of its ads business, while also forecasting 13%/18% YoY FY25e revenue/PATMI growth.

We maintain ACCUMULATE with a raised DCF target price of US$570.00 (prev. US$455.00).

NFLX remains our top choice for streaming entertainment given its pricing power, growing membership base, and huge advertising opportunity. Our WACC/growth rate assumptions remain the same at 12.2%/3%, respectively.

Source: Phillips

https://www.poems.com.sg/stock-research/NFLX/

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Not just games. Stage dramas. Netflix spent 5 billion to buy the exclusive broadcast rights of "wrestling shows"! Q4 financial report is eye-catching

不只遊戲.舞台劇 Netflix砸50億買「摔角節目」獨家轉播權! Q4財報亮眼｜方念華｜FOCUS全球新聞 20240124@focuses

https://m.youtube.com/watch?v=k3va1JKZ3Mc

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How $NFLX makes money
https://twitter.com/Mayhem4Markets/stat ... 7179006124