Netflix Inc. (NFLX)

Re: Netflix Inc. (NFLX)

Postby winston » Fri Mar 25, 2016 8:18 am

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Should You Buy Netflix, Inc. Now? 3 Pros and 3 Cons of NFLX Stock

Can NFLX stock rebound and keep running, or is the ride over for this streaming video giant?

By Jeff Reeves

Source: Investor Place

http://investorplace.com/2016/03/netfli ... vSCwfl96M8
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Re: Netflix Inc. (NFLX)

Postby winston » Tue Oct 11, 2016 8:35 am

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Netflix, Inc., an Internet television network, engages in the Internet delivery of television (TV) shows and movies on various Internet-connected screens.

The Company operates in three segments: Domestic streaming, International streaming and Domestic DVD.

It offer members with the ability to receive TV shows and movies streaming content, including original series, documentaries, and feature films through a host of Internet-connected screens, such as TVs, digital video players, TV set-top boxes, and mobile devices.

Source: Today's Big Stock

http://todaysbigstock.com/2016/10/10/ne ... sdaq-nflx/
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Re: Netflix Inc. (NFLX)

Postby investar » Sat Mar 04, 2017 6:34 pm

https://www.thestreet.com/story/1402522 ... nsion.html

Also in Europe, NFLX is getting stronger and stronger.
More and more young people nowadays skip traditional TV channels via cable and opt for the 10€ per month subscription of NFLX.
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Re: Netflix Inc. (NFLX)

Postby investar » Fri Jun 02, 2017 4:10 am

NFLX keeps going up...

Netflix And Amazon: Competitors Or Complementary?

The on-demand streaming space is increasingly getting crowded. While Netflix is the market leader with a 50 million+ strong user base, Amazon Prime Video is making in-roads among viewers with its huge content budget.

Social media players such as Facebook and Twitter are also looking to stream live sports and other major events. Google’s YouTube Red is another player which offers subscription based ad-free viewing.

While it appears that these on-demand video players are competing fiercely with each other for subscribers, many consumers are opting for more than one subscription for a wider variety of viewing options. Experts believe that Amazon Prime might not be a significant threat to Netflix, since there is significant overlap among users of both services.

Overlap Between Users Indicates Services Are Complementary

According to 2016 research by Futuresource, there is high overlap between Netflix and other on demand services, especially Amazon Prime in the U.S., U.K. and Germany. Nearly half of Netflix subscribers also use Amazon Prime Video in the U.K. and the U.S., and 30% of total respondents to the research group’s survey use both Amazon Prime Video and Netflix.

The subscription charges for these services – around $10 a month, which is modest relative to many cable subscriptions – make it easier for consumers to subscribe to multiple streaming services in order to increase the variety of content. Accordingly, many of Netflix’s customers view other players as complementary service rather than an alternative to Netflix.

Differentiated Content Allows Several Players To Thrive

With Facebook looking to increase its presence in the streaming market, there were fears that it could ultimately become a competitor for Netflix. However, Netflix’s CEO Reed Hastings mentioned recently that the two companies are not currently competing in terms of content overlap.

While Facebook has big video ambitions, the company is currently looking at live sporting events and creating a social experience around them to attract viewers. It is also working with publishers on its platform to increase video content, but has not yet committed huge funds for creating original content like Netflix.

Every player in the streaming segment appears to have a slightly differentiated content strategy, increasing the options for viewers and making these services complementary to each other.

The success of Amazon Prime Video was initially viewed as a threat to Netflix. However, the subscriber growth for both services, as well as the subscriber overlap, indicates that many customers are choosing to use both services rather than pitting them up against one another.

Given the fairly affordable subscription costs and variety of content available on various streaming services, it appears that the overlap of subscribers will continue in the near term.

Source: Forbes

https://www.forbes.com/sites/greatspecu ... 15c69e56cc
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Re: Netflix Inc. (NFLX)

Postby winston » Tue Jul 17, 2018 7:53 pm

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Netflix Slammed After Missing Big On Subscriber Growth

Netflix missed its subscriber growth projections for the first time in five quarters, raising fears that the streaming giant's rapid expansion is slowing.

The company, one of the momentum leaders of this bull market, reported second-quarter earnings after the market closed on Monday.

In addition to a slight miss on revenue compared to estimates, Netflix posted a huge miss on subscriber additions. The company added 5.2 million customers from April through June, about one million less than forecast.

Netflix added just 670,000 subscribers in the U.S., well below analysts' estimates of 1.19 million. It signed up 4.47 million subscribers internationally, while analysts were expecting 4.97 million.

In pre-market trading, Netflix (NASDAQ:NFLX) shares plunged roughly 14% to $343.89, eroding $24.2 billion in market capitalization and down from Monday's close of $400.48.

Source: Investing.com
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Re: Netflix Inc. (NFLX)

Postby winston » Tue Jul 17, 2018 9:54 pm

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Netflix: Was that a speed bump or brick wall?

A flood of analyst revisions is coming in on Netflix (NASDAQ:NFLX) after the company posted subscriber growth below expectations for Q2 and guided Q3 sub adds below consensus.

Firms pulling back on Netflix include Deutsche Bank (DE:DBKGn) with a cut to Hold from Buy on its view the streamer's subscriber growth in global markets is tricky to model.

Meanwhile, B. Riley FBR warns that Netflix has hit a brick wall. "What I think we have to watch out for is maybe the kind of high-wire act that these guys have been doing ... quarter after quarter after quarter can't continue forever," notes analyst Barton Crockett.

On the other side of the ledger, BMO Capital (Outperform, $400 PT) and Stifel (Buy, $406 PT) are taking advantage of the dip to recommend shares again.

Netflix is also still rated as Highly Attractive by GBH Insights' Daniel Ives. "In uber growth stories, especially in technology, from Apple (NASDAQ:AAPL) to Amazon (NASDAQ:AMZN) to Netflix, you’re going to run into these one- or two-quarter issues when they’re white-knuckle periods in the very near-term," he advises.

"While the knee jerk reaction will clearly be negative from the Street’s perspective, we would be buyers of Netflix on this weakness," he adds in backing a $500 PT.

Source: Seeking Alpha

https://www.investing.com/news/stock-ma ... ll-1532911
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Re: Netflix Inc. (NFLX)

Postby winston » Tue Jul 24, 2018 10:05 am

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#2. Netflix
Price target: $420
Upside potential: 15%

Analyst commentary: "Netflix (NFLX) is down ~10% since reporting Q2.

While results were disappointing, we believe temporary issues like the World Cup and weak content slate had a hand in the weakness;

Netflix has less than 15% share of international internet households (excluding China) vs. 60% in the U.S. On average revenue per user, our survey shows subs would pay ~40% more for Netflix today."

TheStreet's quick take: When a momentum name such as Netflix lets Wall Street down like it did with second quarter earnings, it may take some time to rebuild enthusiasm on Wall Street.

Source: The Street
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Re: Netflix Inc. (NFLX)

Postby winston » Sat Aug 18, 2018 9:32 pm

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Another company to avoid: Netflix.

Their content costs are going up the wazoo.

Their debt has gone up—and they have taken it out to spend on content, which is a very risky move.

Source: Barron's
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Re: Netflix Inc. (NFLX)

Postby winston » Wed Aug 22, 2018 1:24 pm

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Overvalued Tech Stocks to Sell: Netflix, Inc. (NFLX)

Netflix stock Original Content Leads the Way for Netflix Stock

Like many overvalued tech stocks, Netflix (NASDAQ:NFLX) has enjoyed years of visionary leadership.

Other than a couple of strategic missteps in 2011, Netflix’s leadership has kept the company competitive and on the cutting edge of the streaming industry it pioneered.

Unfortunately, its success has attracted competitors, and these peers pose a threat to the company’s competitive moat. To its credit, the company began producing its own programming to keep customers subscribing to its service.

Shows such as House of Cards (despite the scandal with Kevin Spacey), Stranger Things, and The Crown have bolstered the company’s moat.

However, the move by Disney (NYSE:DIS) to move their content from Netflix to their own streaming service will likely become their strongest challenge.

While I doubt such a move would destroy Netflix, it could cause some to question the valuation on NFLX stock.

The stock also took a hit on a revenue miss and on the news that [b]Walmart (NYSE:WMT) will also offer a streaming service. [/b]Disney streaming is a much bigger threat could hurt the stock even more.

Despite that decline, the forward P/E still stands at about 115. Honestly, given the competitive choices and the mainstream acceptance of streaming, their own programming constitutes its entire moat.

In fairness, the company has succeeded internationally. As a result, analysts forecast an average growth rate of 62.35% per year over the next five years despite Disney’s plans to leave the platform.

I expect Netflix to remain strong for years to come. But with all the alternatives and without a significant moat, I cannot justify paying 115 forward earnings for NFLX stock.

Source: Investor Place
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Re: Netflix Inc. (NFLX)

Postby winston » Sun Sep 09, 2018 9:09 am

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FAANG Stocks: Netflix (NFLX)

Netflix (NASDAQ:NFLX) shares are rolling over after a failed attempt to crawl back above their 50-day moving average.

A test of critical support near the August low and the 200-day moving average — figure, near $320 — looks likely now as investors worry about the nasty-looking double-top near $420 set back in June and July, as well as rising competitive pressures and rising content production costs.

The company will next report results on Oct. 15 after the close.

Analysts are looking for earnings of 68 cents per share on revenues of $4 billion. When the company last reported on July 16, earnings of 85 cents per share beat estimates by six cents on a 40.3% rise in revenues.

Source: investor Place
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