wellesenterprises/iStock Editorial via Getty Images Investment Thesis In our previous analysis, dated October 2023, we confidently issued a buy rating for Netflix, Inc. (NASDAQ:NFLX), anticipating significant value unlocking from its initiative to crack down on password sharing. Seven months ago, we projected a fair price of $503 when trading at $372, based on a thorough…
Marvin Samuel Tolentino Pineda Introduction Per my January article, Netflix (NASDAQ:NFLX) shines with global distribution. This is one of the reasons why their economics are solid and the 1Q24 letter says revenue and operating margin have been the key financial metrics over the years, while engagement has been a nice estimate of customer satisfaction. Membership…
DNY59 We previously covered Netflix, Inc. (NASDAQ:NFLX) in January 2024, discussing why its streaming prospects might remain robust as the macroeconomic outlook lifted, significantly aided by the robust labor market as discretionary spending grew. Combined with the excellent FQ4’23 performance and impressive FQ1’24 guidance, the stock had also pulled forward part of its upside potential,…
blackred Originally published on April 21, 2024 Schwab Schwab (NYSE:SCHW) reported their Q1 ’24 results last Monday, April 15th, 2024. The stock is still battling the inverted yield curve, and the need to pay their clients a 5.35% money market yield, as this cash-sorting – moving funds from lower-yielding bank deposits to the higher-yielding money…
Nanci Santos Investment Thesis Netflix (NASDAQ:NFLX) announced its first quarter of FY2024 results late last week; the streaming company beat quarterly earnings and revenue estimates, plus it achieved a 16% year-over-year growth in global streaming paid memberships. But, the stock is selling off after the announcement last Thursday, down ~11% over the past month, as…
stockcam/iStock Unreleased via Getty Images Netflix shares (NASDAQ:NFLX) have returned close to 200% since I have advised investors to buy the dip back in July 2022. In a nutshell, I argued that […] Netflix will continue to grow attractively for years to come, although likely at a significantly slower pace. Furthermore, the advertising-supported strategy might…
Giuliano Benzin Late Netflix, Inc. (NASDAQ:NFLX) investors have been stunned into submission this week as the stock fell nearly 15% from its recent highs, entering well into correction territory. As a result, NFLX failed to conquer its 2021 highs at the $700 level before sellers sent it tumbling following Netflix’s robust first-quarter earnings release. Netflix…
Netflix, Inc. (NASDAQ:NFLX) Q1 2024 Earnings Conference Call April 18, 2024 4:45 PM ET Company Participants Spencer Wang – VP, Finance, IR and Corporate DevelopmentTed Sarandos – Co-CEOGreg Peters – Co-CEOSpencer Neumann – CFO Conference Call Participants Spencer Wang Good afternoon, and welcome to the Netflix Q1 2024 Earnings Interview. I’m Spencer Wang, VP of…
hapabapa Netflix (NASDAQ:NFLX) reports their financial results for their first calendar quarter of 2024, after the market closes on Thursday, April 18th, 2024. The 12/31/23 quarter was the big upside surprise as Netflix saw 13.2 million subscriber adds, vs. the 8.8 million expected, with 2.8 million coming from US and Canada, the slower-growing region. The…
Dean Mitchell Above: Something for everyone works – proof of a business model As Netflix, Inc. (NASDAQ:NFLX) approaches its Q1’24 earnings release this week, the market sentiment whether it reports a meet, beat, or miss comes down to this: If subscriber growth is up, margins are strong, and average revenue per user ticks up, it’s…
Get ahead of the market by subscribing to Seeking Alpha’s Stocks to Watch, a preview of key events scheduled for the coming week. The newsletter keeps you informed of the biggest stories set to make headlines, including upcoming IPOs, investor days, earnings reports and conference presentations. Economic reports in the week ahead include updates on…
JHVEPhoto/iStock Editorial via Getty Images Thesis In my previous article about Netflix, Inc. (NASDAQ:NFLX) I rated the stock as a strong buy citing that its password-sharing crackdown efforts as well as the inclusion of an ads-enabled tier, will help the stock increase significantly its revenue and net income. I estimated a fair stock price of…
Robert Way Just 1.5 years ago, Netflix’s (NASDAQ:NFLX) stellar run had come to a halt – stock prices fell greatly from its $690 high in Oct 21 to $175 in Jun 22. However since then, NFLX has regained its footing and stock prices rose back to all-time highs. It has kept its lead in subscribers,…
Giuliano Benzin Netflix’s (NASDAQ:NFLX) deal to add WWE programming should be a nice lift for the firm, but the stock is looking pretty close to fairly valued at the moment. Company Profile NFLX is a streaming service that offers TV series, films, and games to its subscribers across various genres and languages. The company has…
Robin L Marshall/WireImage via Getty Images Listen below or on the go on Apple Podcasts and Spotify Netflix (NFLX) expected to post 11% rise in Q4 revenue, focus on ad-supported tier performance. (00:26) SEC unveils new details about its X account hack. (02:14) United Airlines (UAL) rallies after earnings beat, strong full-year guidance. (04:02) This…
Get ahead of the market by subscribing to Seeking Alpha’s Stocks to Watch, a preview of key events scheduled for the coming week. The newsletter keeps you informed of the biggest stories set to make headlines, including upcoming IPOs, investor days, earnings reports, and conference presentations. Stocks to Watch subscribers can also tune in on…
hapabapa Shares of Netflix (NASDAQ:NFLX) have risen by 63% so far in 2023. The move higher was driven by a number of factors including a broad tech sector rally, a crackdown on account sharing, pricing increases, and the launch of ad supported tier. While NFLX has delivered strong returns for shareholders over the long-term, there…
Rinsch is now asking for an additional $14 million, claiming Netflix owes him the money despite not submitting any completed episodes. A Hollywood movie director is making the news for receiving millions of dollars to fund a project that may never see the light of day, and using the show’s budget to invest in Dogecoin…
Ake Ngiamsanguan/iStock via Getty Images With markets careening back to YTD highs driven by the promises of lower inflation and lower interest rates, large-cap tech stocks are very much back in fashion. That doesn’t mean, however, that these tech giants with fantastic fundamentals can’t and won’t make great investments in 2024, especially when there are…
inside-studio/iStock via Getty Images Note to the Reader This is my third article covering Microsoft’s (NASDAQ:MSFT) continued push into gaming and the build-out of its Game Pass service. In previous articles, I’ve noted how the business model of game distribution is ripe for innovation and the threat that Game Pass may have to future competition….
imaginima We previously covered Netflix, Inc. (NASDAQ:NFLX) in April 2023, discussing its excellent prospects thanks to the password-sharing crackdown and ongoing SAG-AFTRA/ WGA strike, contributing to its improved top and bottom lines then. The management had also projected an expanded FY2023 Free Cash Flow generation of $5B (+210.5% YoY), potentially resulting in increased share repurchases,…
Giuliano Benzin Investment Thesis Netflix (NASDAQ:NFLX) pleased investors again with Q3 earnings – company showed stable organic user base growth and it seems that management has been developing for last 2 years to work really well. We maintained BUY rating and there is still upside with potential development of the gaming segment. Q3 FY2023 earnings…
Investment Thesis The last time I wrote about Netflix, I mentioned how the actors’ and writers’ strikes were unlikely to have an adverse impact on the company relative to its peers. In this article, I discuss the company’s Q3 performance and argue why moves such as price increases and increased push towards animated movies, demonstrate…
Pascal Le Segretain Introduction As a dividend investor I’m constantly on the hunt for dividend stocks trading at attractive valuations like many are now due to the rise in interest rates. I also like to look into well-known companies that don’t pay dividends to see if a potential one could be in its future. I’ve…
champc Listen below or on the go on Apple Podcasts and Spotify Catalyst watch for the week of October 22. Seeking Alpha Senior Executive Editor Kim Khan on the release of Q3 GDP. (00:21) He also discusses Netflix (NFLX) earnings and the double digit increase following the sub growth and price hike announcement. (01:34) In…
hapabapa Tonight (10/18/23) after the closing bell, Netflix (NASDAQ:NFLX) will report their Q3 ’23 financial results, and it goes without saying that the bullish optimism has worn off the last 3 months, with the writers and actors strike, as well as some less than bullish commentary NFLX has made about their ad tier venture and…
PM Images Thesis Netflix, Inc. (NASDAQ:NFLX) has experienced a remarkable 109% surge following a substantial 73% decline that began in November 2021. This shift can be attributed primarily to its high valuation and a decline in subscriber growth. In this article, I will elucidate the potential worth of Netflix if they can successfully encourage people…
Nanci Santos In July, I no longer saw a screaming appeal for the streaming business of Netflix (NASDAQ:NFLX). The company saw some increased momentum in terms of net additions, in part driven by a crackdown on password sharing. This was set to drive future growth, badly needed as expectations have risen substantially over the past…
Get ahead of the market by subscribing to Seeking Alpha’s Stocks to Watch, a preview of key events scheduled for the coming week. The newsletter keeps you informed of the biggest stories set to make headlines, including upcoming IPOs, investor days, earnings reports and conference presentations. Stocks to Watch subscribers can also tune in on…
hapabapa Investment Thesis Netflix (NASDAQ:NFLX) is going to report Q3 numbers on the 18th of this month after the market closes. I’ll give my thoughts below on the biggest concerns for the company in terms of its outlook going forward. Even after the company has dropped around 20% since I last covered the stock, I…
AzmanJaka/E+ via Getty Images Netflix (NASDAQ:NFLX) is one of the world’s largest entertainment companies and continues to be the world leader in the global video streaming market. The company delights tens of millions of viewers with an extensive library of films, anime, documentaries, and such popular TV series as Wednesday, House of Cards, The Witcher,…
Asia-Pacific Images Studio/E+ via Getty Images Chinese Agriculture’s Upcoming Revolution A revolution in Chinese agriculture is brewing, and it’s not coming from the farms. Surprisingly, e-commerce giant PDD Holdings Inc (NASDAQ:PDD) may be poised to disrupt the trillion-dollar industry more than any actual farmer. While investors obsessed over PDD’s Temu early success story in the…
demaerre Many might think of Netflix, Inc. (NFLX) as a retrospective growth story with diminishing returns en route. However, in today’s article, we argue that Netflix possesses external growth opportunities that could reignite the firm and its stock’s growth story. Moreover, internal growth may occur as structural and economic variables start to align. Before getting…
NetFlix, NFLX Mario Tama Netflix’s (NASDAQ:NFLX) recent results and management’s outlook present a mixed but evolving scenario. While subscriber growth remains strong and management anticipates growth acceleration, the revenue figures have been slightly underwhelming. However, with the potential for robust growth in the fourth quarter and an upward revision in company FCF estimates, there are…